A detailed history of Bourgeon Capital Management LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 3,200 shares of AX stock, worth $229,888. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,200
Previous 4,000 20.0%
Holding current value
$229,888
Previous $251,000 11.16%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
$59.93 - $86.6 $47,944 - $69,280
-800 Reduced 20.0%
3,200 $223,000
Q1 2023

Apr 17, 2023

SELL
$34.0 - $51.14 $25,330 - $38,099
-745 Reduced 15.7%
4,000 $147,000
Q4 2022

Jan 20, 2023

SELL
$34.82 - $42.64 $8,879 - $10,873
-255 Reduced 5.1%
4,745 $0
Q2 2022

Jul 27, 2022

BUY
$34.31 - $46.03 $171,550 - $230,150
5,000 New
5,000 $179,000

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.31B
  • Description
  • Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...
More about AX
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