Cwm, LLC Axos Financial, Inc. Transaction History

Cwm, LLC

$24.1 Billion
Q4 2024

A detailed history of Cwm, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Cwm, LLC holds 3,664 shares of AX stock, worth $263,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,664

Previous 3,359 9.08%

Holding current value

$263,624

Previous $211,000 21.33%

% of portfolio

0.0%

Previous 0.0%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$59.93 - $86.6 $18,278 - $26,413	305 Added 9.08%	3,664 $256,000
Q3 2024 Oct 08, 2024	SELL	$56.59 - $77.61 $104,634 - $143,500	-1,849 Reduced 35.5%	3,359 $211,000
Q2 2024 Jul 09, 2024	BUY	$48.86 - $61.8 $13,143 - $16,624	269 Added 5.45%	5,208 $298,000
Q1 2024 Apr 05, 2024	BUY	$49.23 - $56.88 $41,107 - $47,494	835 Added 20.35%	4,939 $267,000
Q4 2023 Feb 01, 2024	SELL	$33.36 - $56.8 $8,706 - $14,824	-261 Reduced 5.98%	4,104 $224,000
Q3 2023 Oct 11, 2023	SELL	$36.01 - $48.71 $2,268 - $3,068	-63 Reduced 1.42%	4,365 $165,000
Q2 2023 Aug 03, 2023	BUY	$35.71 - $42.55 $1,535 - $1,829	43 Added 0.98%	4,428 $175,000
Q1 2023 Apr 28, 2023	BUY	$34.0 - $51.14 $5,984 - $9,000	176 Added 4.18%	4,385 $162,000
Q4 2022 Feb 01, 2023	BUY	$34.82 - $42.64 $11,003 - $13,474	316 Added 8.12%	4,209 $161,000
Q3 2022 Oct 27, 2022	BUY	$34.23 - $47.52 $4,347 - $6,035	127 Added 3.37%	3,893 $133,000
Q2 2022 Jul 28, 2022	SELL	$34.31 - $46.03 $2,127 - $2,853	-62 Reduced 1.62%	3,766 $135,000
Q1 2022 Apr 21, 2022	BUY	$46.39 - $60.53 $9,092 - $11,863	196 Added 5.4%	3,828 $178,000
Q4 2021 Jan 31, 2022	BUY	$51.04 - $62.14 $6,737 - $8,202	132 Added 3.77%	3,632 $203,000
Q1 2021 Sep 15, 2021	BUY	$36.82 - $52.77 $11,046 - $15,831	300 Added 9.38%	3,500 $162,000
Q1 2021 Apr 27, 2021	SELL	$36.82 - $52.77 $11,046 - $15,831	-300 Reduced 8.57%	3,200 $150,000
Q4 2020 Sep 15, 2021	BUY	$23.61 - $37.71 $7,083 - $11,313	300 Added 9.38%	3,500 $162,000
Q4 2020 Jan 27, 2021	SELL	$23.61 - $37.71 $7,083 - $11,313	-300 Reduced 8.57%	3,200 $120,000
Q3 2020 Sep 15, 2021	BUY	$19.55 - $25.38 $5,865 - $7,614	300 Added 9.38%	3,500 $162,000
Q3 2020 Oct 19, 2020	SELL	$19.55 - $25.38 $5,865 - $7,614	-300 Reduced 8.57%	3,200 $75,000
Q2 2020 Sep 15, 2021	BUY	$14.86 - $25.25 $4,458 - $7,575	300 Added 9.38%	3,500 $162,000
Q2 2020 Jul 22, 2020	SELL	$14.86 - $25.25 $4,458 - $7,575	-300 Reduced 8.57%	3,200 $71,000
Q1 2020 Sep 15, 2021	SELL	$14.59 - $30.45 $39,393 - $82,215	-2,700 Reduced 43.55%	3,500 $162,000
Q1 2020 Apr 28, 2020	BUY	$14.59 - $30.45 $39,393 - $82,215	2,700 Added 77.14%	6,200 $112,000
Q4 2019 Sep 14, 2021	SELL	$26.49 - $30.71 $71,523 - $82,917	-2,700 Reduced 43.55%	3,500 $162,000
Q4 2019 Jan 27, 2020	BUY	$26.49 - $30.71 $71,523 - $82,917	2,700 Added 77.14%	6,200 $188,000
Q3 2019 Sep 14, 2021	SELL	$24.31 - $29.48 $65,637 - $79,596	-2,700 Reduced 43.55%	3,500 $162,000
Q3 2019 Oct 22, 2019	BUY	$24.31 - $29.48 $65,637 - $79,596	2,700 Added 77.14%	6,200 $171,000
Q2 2019 Sep 14, 2021	SELL	$25.75 - $33.12 $69,525 - $89,424	-2,700 Reduced 43.55%	3,500 $162,000
Q2 2019 Jul 31, 2019	BUY	$25.75 - $33.12 $69,525 - $89,424	2,700 Added 77.14%	6,200 $169,000
Q1 2019 Sep 02, 2021	SELL	$25.05 - $33.21 $57,615 - $76,383	-2,300 Reduced 39.66%	3,500 $0
Q3 2018 Oct 29, 2018	BUY	$33.99 - $42.78 $197,142 - $248,124	5,800 New	5,800 $199,000

Others Institutions Holding AX

# of Institutions

387

Shares Held

47.7M

Call Options Held

713K

Put Options Held

791K

View Full List

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...

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