Atria Wealth Solutions’s Axos Financial AX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,418	Closed	-$239K	–	1858
2024 Q4	$239K	Sell	3,418 -300	-8%	-$21K	﹤0.01%	1674
2024 Q3	$234K	Sell	3,718 -935	-20%	-$58.8K	﹤0.01%	1660
2024 Q2	$266K	Buy	+4,653	New	+$266K	﹤0.01%	1566