Cerity Partners’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Buy |
11,565
+1,075
| +10% | +$81.7K | ﹤0.01% | 1578 |
|
|
2025
Q1 | $677K | Sell |
10,490
-3,851
| -27% | -$248K | ﹤0.01% | 1600 |
|
|
2024
Q4 | $946K | Buy |
14,341
+2,090
| +17% | +$138K | ﹤0.01% | 1444 |
|
|
2024
Q3 | $770K | Buy |
12,251
+2,619
| +27% | +$165K | ﹤0.01% | 1537 |
|
|
2024
Q2 | $550K | Buy |
9,632
+143
| +2% | +$8.17K | ﹤0.01% | 1502 |
|
|
2024
Q1 | $513K | Buy |
9,489
+4,734
| +100% | +$256K | ﹤0.01% | 1585 |
|
|
2023
Q4 | $260K | Buy |
+4,755
| New | +$260K | ﹤0.01% | 1593 |
|
|
2023
Q2 | – | Sell |
-1,064
| Closed | -$2.18M | – | 1660 |
|
|
2023
Q1 | $2.18M | Buy |
+1,064
| New | +$2.18M | 0.01% | 701 |
|