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 |
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|
2025
Q4 | $3.74M | Hold |
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|
2025
Q3 | $3.68M | Hold |
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|
2025
Q2 | $3.3M | Buy |
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|
2024
Q4 | $896K | Sell |
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|
2024
Q3 | $2.71M | Sell |
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|
2024
Q2 | $2.54M | Sell |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $2.41M | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.64M | Buy |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.58M | Hold |
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|
2021
Q3 | $2.38M | Sell |
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|
2021
Q2 | $2.15M | Sell |
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|
2021
Q1 | $2.21M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $249K | Buy |
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