Steven Scruggs AX Holdings History

Number of Shares
323,282.00
Current Holdings Value*
$20.86 Mil
% of Portfolio
2.85%
Total Estimate Gain
$16.59 Mil
% of Total Estimate Gain
87.76%

Steven Scruggs's Axos Financial Inc Holding Summary

As of 2025-03-31, FPA Queens Road Small Cap Value Fund held 323,282.00 shares of Axos Financial Inc(AX), totaling $20.86 Mil. This investment constitutes 2.85% of their stock portfolio, and FPA Queens Road Small Cap Value Fund now holds 0.57% of the outstanding Axos Financial Inc(AX) stock.

The initial trade took place in 2019Q1. And since then Steven Scruggs has made 12 purchases of AX, at an average price of $39.24, for a total of 481,806.00 shares. In addition, there have been 3 sales at an average price of $49.48 for 158,524.00 shares. Based on historical transaction data and AX's current price of $85.53, Steven Scruggs's estimated gain on his AX holdings is $16.59 Mil, reflecting a 87.76% gain to date.

Steven Scruggs AX ($85.53) Holding Chart

Steven Scruggs AX ($85.53) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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