AXOS FINANCIAL INC

Ticker: AX CUSIP: 05465C100 Class: EQTY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 4,797 Value ($000) $413 Avg Close $82.36 Range $74.89 - $89.69
Q3 2025
Shares 4,764 Value ($000) $403 Avg Close $87.15 Range $75.55 - $93.84
Q2 2025
Shares 4,318 Value ($000) $328 Avg Close $67.59 Range $54.46 - $77.35
Q1 2025
Shares 4,409 Value ($000) $284 Avg Close $67.83 Range $61.31 - $73.72
Q4 2024
Shares 4,126 Value ($000) $288 Avg Close $73.01 Range $59.46 - $88.46
Q2 2023
Shares 11,372 Value ($000) $448 Avg Close $38.75 Range $35.36 - $43.50
Q1 2023
Shares 8,548 Value ($000) $316 Avg Close $43.14 Range $33.15 - $51.46
Q4 2022
Shares 8,292 Value ($000) $317 Avg Close $38.12 Range $33.91 - $43.34
Q3 2022
Shares 8,290 Value ($000) $284 Avg Close $40.47 Range $34.22 - $47.84
Q2 2022
Shares 16,562 Value ($000) $594 Avg Close $38.43 Range $34.11 - $47.22
Q1 2022
Shares 6,559 Value ($000) $304 Avg Close $52.83 Range $45.52 - $61.79
Q4 2021
Shares 6,559 Value ($000) $367 Avg Close $55.94 Range $50.97 - $62.44
Q3 2021
Shares 7,934 Value ($000) $409 Avg Close $47.45 Range $43.90 - $52.28
Q2 2021
Shares 13,646 Value ($000) $633 Avg Close $46.72 Range $44.09 - $49.90
Q4 2019
Shares 59,736 Value ($000) $1,809 Avg Close $29.22 Range $25.81 - $30.89
Q3 2019
Shares 63,803 Value ($000) $1,764 Avg Close $26.92 Range $24.05 - $30.39
Q2 2019
Shares 61,803 Value ($000) $1,684 Avg Close $29.43 Range $25.11 - $33.44
Q1 2019
Shares 84,043 Value ($000) $2,434 Avg Close $29.96 Range $24.57 - $33.52
Q4 2018
Shares 84,772 Value ($000) $2,135 Avg Close $30.17 Range $23.87 - $36.56
Q3 2018
Shares 102,416 Value ($000) $3,522 Avg Close $38.41 Range $33.78 - $43.19