B. Riley Wealth Advisors’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 | – | Sell |
-43,428
| Closed | -$3.74M | – | 912 |
|
|
2025
Q4 | $3.74M | Hold |
43,428
| – | – | 0.18% | 133 |
|
|
2025
Q3 | $3.68M | Hold |
43,428
| – | – | 0.18% | 128 |
|
|
2025
Q2 | $3.3M | Buy |
+43,428
| New | +$2.94M | 0.16% | 137 |
|
|
2024
Q4 | $896K | Sell |
12,828
-31,542
| -71% | -$2.3M | 0.03% | 486 |
|
|
2024
Q3 | $2.71M | Sell |
44,370
-22
| -0% | -$1.45K | 0.08% | 253 |
|
|
2024
Q2 | $2.54M | Sell |
44,392
-404
| -0.9% | -$22K | 0.06% | 288 |
|
|
2024
Q1 | $1.7M | Buy |
44,796
+684
| +2% | +$36K | 0.05% | 396 |
|
|
2023
Q4 | $2.41M | Sell |
44,112
-684
| -2% | -$28.5K | 0.06% | 310 |
|
|
2023
Q3 | $1.7M | Buy |
44,796
+510
| +1% | +$21.6K | 0.05% | 396 |
|
|
2023
Q2 | $1.75M | Sell |
44,286
-123
| -0.3% | -$4.77K | 0.04% | 406 |
|
|
2023
Q1 | $1.64M | Buy |
44,409
+437
| +1% | +$18.9K | 0.04% | 399 |
|
|
2022
Q4 | $1.68M | Sell |
43,972
-2,033
| -4% | -$77.5K | 0.05% | 380 |
|
|
2022
Q3 | $1.57M | Buy |
46,005
+1,750
| +4% | +$70.8K | 0.05% | 366 |
|
|
2022
Q2 | $1.59M | Sell |
44,255
-2,056
| -4% | -$79K | 0.07% | 295 |
|
|
2022
Q1 | $2.15M | Buy |
46,311
+83
| +0.2% | +$4.38K | 0.07% | 284 |
|
|
2021
Q4 | $2.58M | Hold |
46,228
| – | – | 0.07% | 285 |
|
|
2021
Q3 | $2.38M | Sell |
46,228
-92
| -0.2% | -$4.37K | 0.08% | 299 |
|
|
2021
Q2 | $2.15M | Sell |
46,320
-600
| -1% | -$28K | 0.07% | 317 |
|
|
2021
Q1 | $2.21M | Buy |
+46,920
| New | +$2.11M | 0.08% | 291 |
|
|
2018
Q3 | – | Sell |
-6,075
| Closed | -$249K | – | 720 |
|
|
2018
Q2 | $249K | Buy |
+6,075
| New | +$253K | 0.03% | 538 |
|
Other funds holding AX
VPM
VCM
DAM
