Crossmark Global Holdings’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
$289K Buy
3,799
+4
+0.1% +$304 ﹤0.01% 1118
2025
Q1
$245K Sell
3,795
-35
-0.9% -$2.26K ﹤0.01% 1173
2024
Q4
$267K Sell
3,830
-6
-0.2% -$418 ﹤0.01% 1090
2024
Q3
$241K Buy
3,836
+162
+4% +$10.2K ﹤0.01% 1169
2024
Q2
$210K Sell
3,674
-267
-7% -$15.3K ﹤0.01% 1213
2024
Q1
$213K Buy
3,941
+55
+1% +$2.97K ﹤0.01% 1260
2023
Q4
$212K Buy
+3,886
New +$212K ﹤0.01% 1228
2023
Q3
Sell
-4,411
Closed -$215K 1267
2023
Q2
$215K Buy
+4,411
New +$215K ﹤0.01% 1219
2022
Q2
Sell
-5,192
Closed -$241K 1282
2022
Q1
$241K Buy
5,192
+200
+4% +$9.28K 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% -$3.09K 0.02% 780
2021
Q2
$598K Buy
12,882
+10
+0.1% +$464 0.01% 830
2021
Q1
$605K Buy
12,872
+490
+4% +$23K 0.02% 804
2020
Q4
$465K Buy
+12,382
New +$465K 0.01% 879
2018
Q4
Sell
-15,176
Closed -$522K 1400
2018
Q3
$522K Buy
15,176
+60
+0.4% +$2.06K 0.01% 924
2018
Q2
$618K Buy
15,116
+260
+2% +$10.6K 0.02% 814
2018
Q1
$602K Sell
14,856
-1,954
-12% -$79.2K 0.02% 814
2017
Q4
$503K Sell
16,810
-1,246
-7% -$37.3K 0.01% 994
2017
Q3
$514K Buy
+18,056
New +$514K 0.01% 940
2016
Q3
$514K Buy
+18,056
New +$514K 0.01% 940