Cresset Asset Management’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 | – | Sell |
-4,205
| Closed | -$271K | – | 1641 |
|
|
2025
Q1 | $271K | Buy |
4,205
+447
| +12% | +$28.8K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $262K | Sell |
3,758
-35
| -0.9% | -$2.45K | ﹤0.01% | 1392 |
|
|
2024
Q3 | $239K | Buy |
+3,793
| New | +$239K | ﹤0.01% | 1884 |
|
|
2019
Q2 | – | Sell |
-174
| Closed | -$5K | – | 581 |
|
|
2019
Q1 | $5K | Sell |
174
-5
| -3% | -$144 | ﹤0.01% | 1349 |
|
|
2018
Q4 | $5K | Buy |
+179
| New | +$5K | ﹤0.01% | 1003 |
|