CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Western Alliance Bancorporation WAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$561K Buy
7,188
+317
+5% +$24.7K ﹤0.01% 1657
2025
Q1
$528K Buy
6,871
+108
+2% +$8.3K ﹤0.01% 1611
2024
Q4
$565K Sell
6,763
-749
-10% -$62.6K ﹤0.01% 1542
2024
Q3
$650K Buy
7,512
+758
+11% +$65.6K ﹤0.01% 1439
2024
Q2
$424K Buy
6,754
+510
+8% +$32K ﹤0.01% 1592
2024
Q1
$401K Sell
6,244
-4,190
-40% -$269K ﹤0.01% 1608
2023
Q4
$686K Buy
10,434
+964
+10% +$63.4K ﹤0.01% 1508
2023
Q3
$435K Buy
9,470
+656
+7% +$30.2K ﹤0.01% 1733
2023
Q2
$321K Buy
8,814
+2,012
+30% +$73.4K ﹤0.01% 1913
2023
Q1
$242K Sell
6,802
-568
-8% -$20.2K ﹤0.01% 1915
2022
Q4
$439K Sell
7,370
-262
-3% -$15.6K ﹤0.01% 1404
2022
Q3
$502K Sell
7,632
-641,751
-99% -$42.2M ﹤0.01% 1248
2022
Q2
$45.8M Buy
649,383
+580
+0.1% +$40.9K 0.3% 76
2022
Q1
$53.7M Sell
648,803
-21
-0% -$1.74K 0.35% 68
2021
Q4
$69.8M Sell
648,824
-9,550
-1% -$1.03M 0.48% 44
2021
Q3
$71.6M Buy
658,374
+653,353
+13,012% +$71.1M 0.6% 34
2021
Q2
$466K Sell
5,021
-77
-2% -$7.15K ﹤0.01% 1019
2021
Q1
$481K Buy
5,098
+2,569
+102% +$242K 0.01% 967
2020
Q4
$152K Hold
2,529
﹤0.01% 1317
2020
Q3
$81K Sell
2,529
-2,875
-53% -$92.1K ﹤0.01% 1431
2020
Q2
$193K Sell
5,404
-1,040
-16% -$37.1K ﹤0.01% 1052
2020
Q1
$187K Sell
6,444
-3,016
-32% -$87.5K ﹤0.01% 885
2019
Q4
$546K Buy
+9,460
New +$546K 0.01% 659
2018
Q3
Sell
-6
Closed 1721
2018
Q2
$0 Buy
+6
New ﹤0.01% 1619