Creative Planning’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 | $328K | Sell |
4,318
-91
| -2% | -$6.92K | ﹤0.01% | 2818 |
|
|
2025
Q1 | $284K | Buy |
4,409
+283
| +7% | +$18.3K | ﹤0.01% | 2798 |
|
|
2024
Q4 | $288K | Buy |
+4,126
| New | +$288K | ﹤0.01% | 2691 |
|
|
2023
Q3 | – | Sell |
-11,372
| Closed | -$448K | – | 2825 |
|
|
2023
Q2 | $448K | Buy |
11,372
+2,824
| +33% | +$111K | ﹤0.01% | 1624 |
|
|
2023
Q1 | $316K | Buy |
8,548
+256
| +3% | +$9.45K | ﹤0.01% | 1773 |
|
|
2022
Q4 | $317K | Buy |
8,292
+2
| +0% | +$76 | ﹤0.01% | 1682 |
|
|
2022
Q3 | $284K | Sell |
8,290
-8,272
| -50% | -$283K | ﹤0.01% | 1670 |
|
|
2022
Q2 | $594K | Buy |
16,562
+10,003
| +153% | +$359K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $304K | Hold |
6,559
| – | – | ﹤0.01% | 1630 |
|
|
2021
Q4 | $367K | Sell |
6,559
-1,375
| -17% | -$76.9K | ﹤0.01% | 1490 |
|
|
2021
Q3 | $409K | Sell |
7,934
-5,712
| -42% | -$294K | ﹤0.01% | 1404 |
|
|
2021
Q2 | $633K | Buy |
+13,646
| New | +$633K | ﹤0.01% | 1150 |
|
|
2020
Q1 | – | Sell |
-59,736
| Closed | -$1.81M | – | 1745 |
|
|
2019
Q4 | $1.81M | Sell |
59,736
-4,067
| -6% | -$123K | 0.01% | 546 |
|
|
2019
Q3 | $1.76M | Buy |
63,803
+2,000
| +3% | +$55.3K | 0.01% | 532 |
|
|
2019
Q2 | $1.68M | Sell |
61,803
-22,240
| -26% | -$606K | 0.01% | 552 |
|
|
2019
Q1 | $2.43M | Sell |
84,043
-729
| -0.9% | -$21.1K | 0.01% | 409 |
|
|
2018
Q4 | $2.14M | Sell |
84,772
-17,644
| -17% | -$444K | 0.01% | 411 |
|
|
2018
Q3 | $3.52M | Sell |
102,416
-105
| -0.1% | -$3.61K | 0.01% | 340 |
|
|
2018
Q2 | $4.19M | Buy |
102,521
+6,654
| +7% | +$272K | 0.02% | 294 |
|
|
2018
Q1 | $3.89M | Sell |
95,867
-932
| -1% | -$37.8K | 0.02% | 307 |
|
|
2017
Q4 | $2.89M | Sell |
96,799
-3,241
| -3% | -$96.9K | 0.01% | 360 |
|
|
2017
Q3 | $2.85M | Sell |
100,040
-6,854
| -6% | -$195K | 0.01% | 366 |
|
|
2017
Q2 | $2.54M | Buy |
106,894
+1,476
| +1% | +$35K | 0.01% | 368 |
|
|
2017
Q1 | $2.76M | Buy |
105,418
+3,100
| +3% | +$81K | 0.02% | 335 |
|
|
2016
Q4 | $2.92M | Buy |
102,318
+9,008
| +10% | +$257K | 0.02% | 307 |
|
|
2016
Q3 | $2.09M | Sell |
93,310
-35,840
| -28% | -$803K | 0.01% | 369 |
|
|
2016
Q2 | $2.29M | Buy |
129,150
+3,600
| +3% | +$63.7K | 0.02% | 307 |
|
|
2016
Q1 | $2.68M | Sell |
125,550
-770
| -0.6% | -$16.4K | 0.02% | 261 |
|
|
2015
Q4 | $2.66M | Buy |
126,320
+17,412
| +16% | +$367K | 0.02% | 251 |
|
|
2015
Q3 | $3.51M | Buy |
108,908
+9,116
| +9% | +$294K | 0.03% | 200 |
|
|
2015
Q2 | $2.64M | Sell |
99,792
-3,620
| -4% | -$95.7K | 0.02% | 241 |
|
|
2015
Q1 | $2.41M | Buy |
103,412
+19,780
| +24% | +$460K | 0.02% | 248 |
|
|
2014
Q4 | $1.63M | Sell |
83,632
-23,084
| -22% | -$449K | 0.02% | 317 |
|
|
2014
Q3 | $1.94M | Buy |
106,716
+9,076
| +9% | +$165K | 0.02% | 250 |
|
|
2014
Q2 | $1.79M | Buy |
97,640
+5,140
| +6% | +$94.4K | 0.02% | 250 |
|
|
2014
Q1 | $1.98M | Buy |
92,500
+14,540
| +19% | +$312K | 0.03% | 200 |
|
|
2013
Q4 | $1.53M | Buy |
77,960
+800
| +1% | +$15.7K | 0.03% | 219 |
|
|
2013
Q3 | $1.25M | Buy |
77,160
+9,240
| +14% | +$150K | 0.02% | 228 |
|
|
2013
Q2 | $778K | Buy |
+67,920
| New | +$778K | 0.02% | 288 |
|