Crossmark Global Holdings’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $317K | Hold |
3,731
| – | – | ﹤0.01% | 996 |
|
|
2025
Q4 | $321K | Buy |
3,731
+5
| +0.1% | +$412 | ﹤0.01% | 1005 |
|
|
2025
Q3 | $315K | Sell |
3,726
-73
| -2% | -$6.36K | ﹤0.01% | 1077 |
|
|
2025
Q2 | $289K | Buy |
3,799
+4
| +0.1% | +$270 | ﹤0.01% | 1118 |
|
|
2025
Q1 | $245K | Sell |
3,795
-35
| -0.9% | -$2.37K | ﹤0.01% | 1173 |
|
|
2024
Q4 | $267K | Sell |
3,830
-6
| -0.2% | -$438 | ﹤0.01% | 1090 |
|
|
2024
Q3 | $241K | Buy |
3,836
+162
| +4% | +$10.6K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $210K | Sell |
3,674
-267
| -7% | -$14.5K | ﹤0.01% | 1213 |
|
|
2024
Q1 | $213K | Buy |
3,941
+55
| +1% | +$2.89K | ﹤0.01% | 1260 |
|
|
2023
Q4 | $212K | Buy |
+3,886
| New | +$162K | ﹤0.01% | 1228 |
|
|
2023
Q3 | – | Sell |
-4,411
| Closed | -$215K | – | 1267 |
|
|
2023
Q2 | $215K | Buy |
+4,411
| New | +$171K | ﹤0.01% | 1219 |
|
|
2022
Q2 | – | Sell |
-5,192
| Closed | -$241K | – | 1282 |
|
|
2022
Q1 | $241K | Buy |
5,192
+200
| +4% | +$10.6K | 0.01% | 1225 |
|
|
2021
Q4 | $279K | Sell |
4,992
-7,830
| -61% | -$438K | 0.01% | 1180 |
|
|
2021
Q3 | $661K | Sell |
12,822
-60
| -0.5% | -$2.85K | 0.02% | 780 |
|
|
2021
Q2 | $598K | Buy |
12,882
+10
| +0.1% | +$467 | 0.01% | 830 |
|
|
2021
Q1 | $605K | Buy |
12,872
+490
| +4% | +$22.1K | 0.02% | 804 |
|
|
2020
Q4 | $465K | Buy |
+12,382
| New | +$391K | 0.01% | 879 |
|
|
2018
Q4 | – | Sell |
-15,176
| Closed | -$522K | – | 1400 |
|
|
2018
Q3 | $522K | Buy |
15,176
+60
| +0.4% | +$2.31K | 0.01% | 924 |
|
|
2018
Q2 | $618K | Buy |
15,116
+260
| +2% | +$10.8K | 0.02% | 814 |
|
|
2018
Q1 | $602K | Sell |
14,856
-1,954
| -12% | -$71.2K | 0.02% | 814 |
|
|
2017
Q4 | $503K | Sell |
16,810
-1,246
| -7% | -$33.9K | 0.01% | 994 |
|
|
2017
Q3 | $514K | Buy |
+18,056
| New | +$472K | 0.01% | 940 |
|
|
2016
Q3 | $514K | Buy |
+18,056
| New | +$351K | 0.01% | 940 |
|
Other funds holding AX
VPM
VCM
DAM
