AXOS FINANCIAL INC

Ticker: AX CUSIP: 05465C100 Class: EQTY

B. Riley Wealth Advisors, Inc.'s Holding History (CIK: 0001464811)

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

Q4 2025
Shares 43,428 Value ($000) $3,742 Avg Close $82.36 Range $74.89 - $89.69
Q3 2025
Shares 43,428 Value ($000) $3,676 Avg Close $87.15 Range $75.55 - $93.84
Q2 2025
Shares 43,428 Value ($000) $3,302 Avg Close $67.59 Range $54.46 - $77.35
Q4 2024
Shares 12,828 Value ($000) $896 Avg Close $73.01 Range $59.46 - $88.46
Q3 2024
Shares 44,370 Value ($000) $2,714 Avg Close $65.73 Range $56.35 - $79.15
Q2 2024
Shares 44,392 Value ($000) $2,537 Avg Close $54.39 Range $44.10 - $63.00
Q1 2024
Shares 44,796 Value ($000) $1,696 Avg Close $52.61 Range $48.73 - $60.00
Q4 2023
Shares 44,112 Value ($000) $2,409 Avg Close $41.73 Range $32.05 - $57.12
Q3 2023
Shares 44,796 Value ($000) $1,696 Avg Close $42.29 Range $35.06 - $50.80
Q2 2023
Shares 44,286 Value ($000) $1,747 Avg Close $38.75 Range $35.36 - $43.50
Q1 2023
Shares 44,409 Value ($000) $1,640 Avg Close $43.14 Range $33.15 - $51.46
Q4 2022
Shares 43,972 Value ($000) $1,681 Avg Close $38.12 Range $33.91 - $43.34
Q3 2022
Shares 46,005 Value ($000) $1,575 Avg Close $40.47 Range $34.22 - $47.84
Q2 2022
Shares 44,255 Value ($000) $1,587 Avg Close $38.43 Range $34.11 - $47.22
Q1 2022
Shares 46,311 Value ($000) $2,149 Avg Close $52.83 Range $45.52 - $61.79
Q4 2021
Shares 46,228 Value ($000) $2,585 Avg Close $55.94 Range $50.97 - $62.44
Q3 2021
Shares 46,228 Value ($000) $2,383 Avg Close $47.45 Range $43.90 - $52.28
Q2 2021
Shares 46,320 Value ($000) $2,149 Avg Close $46.72 Range $44.09 - $49.90
Q1 2021
Shares 46,920 Value ($000) $2,206 Avg Close $45.04 Range $36.16 - $54.36