Creative Planning’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $403K | Buy |
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|
2025
Q2 | $328K | Sell |
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|
2025
Q1 | $284K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $316K | Buy |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $304K | Hold |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $633K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.81M | Sell |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.68M | Sell |
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|
2019
Q1 | $2.43M | Sell |
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|
2018
Q4 | $2.13M | Sell |
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|
2018
Q3 | $3.52M | Sell |
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|
2018
Q2 | $4.19M | Buy |
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|
2018
Q1 | $3.88M | Sell |
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|
2017
Q4 | $2.89M | Sell |
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|
2017
Q3 | $2.85M | Sell |
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|
2017
Q2 | $2.54M | Buy |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q4 | $2.92M | Buy |
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|
2016
Q3 | $2.09M | Sell |
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|
2016
Q2 | $2.29M | Buy |
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|
2016
Q1 | $2.68M | Sell |
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|
2015
Q4 | $2.66M | Buy |
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|
2015
Q3 | $3.51M | Buy |
|
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|
2015
Q2 | $2.64M | Sell |
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|
2015
Q1 | $2.4M | Buy |
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|
2014
Q4 | $1.63M | Sell |
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|
2014
Q3 | $1.94M | Buy |
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|
2014
Q2 | $1.79M | Buy |
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|
2014
Q1 | $1.98M | Buy |
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|
2013
Q4 | $1.53M | Buy |
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|
2013
Q3 | $1.25M | Buy |
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|
2013
Q2 | $778K | Buy |
|