Cresset Asset Management’s Axos Financial AX Stock Holding History

Cresset Asset Management’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$271K	Buy
2024 Q4	$262K	Sell
2024 Q3	$239K	Buy
2019 Q2	–	Sell
2019 Q1	$5K	Sell
2018 Q4	$5K	Buy