Jones Financial Companies’s Western Alliance Bancorporation WAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Buy	1,604 +845	+111%	+$70.4K	﹤0.01%	2636
2025 Q4	$63.8K	Buy	759 +162	+27%	+$13.2K	﹤0.01%	2415
2025 Q3	$52.7K	Buy	597 +207	+53%	+$17.5K	﹤0.01%	2355
2025 Q2	$30.3K	Sell	390 -879	-69%	-$63.2K	﹤0.01%	2419
2025 Q1	$96.6K	Buy	1,269 +987	+350%	+$82.9K	﹤0.01%	1789
2024 Q4	$23.6K	Buy	282 +93	+49%	+$8.18K	﹤0.01%	2185
2024 Q3	$16.2K	Hold	189	–	–	﹤0.01%	2031
2024 Q2	$11.9K	Buy	+189	New	+$11.4K	﹤0.01%	1705
2023 Q1	–	Sell	-279	Closed	-$17K	–	788
2022 Q4	$17K	Hold	279	–	–	﹤0.01%	437
2022 Q3	$18K	Sell	279 -21	-7%	-$1.59K	﹤0.01%	391
2022 Q2	$21K	Sell	300 -11	-4%	-$842	﹤0.01%	404
2022 Q1	$26K	Buy	311 +47	+18%	+$4.6K	﹤0.01%	413
2021 Q4	$28K	Hold	264	–	–	﹤0.01%	424
2021 Q3	$29K	Sell	264 -58	-18%	-$5.65K	﹤0.01%	392
2021 Q2	$30K	Hold	322	–	–	﹤0.01%	364
2021 Q1	$30K	Sell	322 -6	-2%	-$497	﹤0.01%	417
2020 Q4	$20K	Buy	+328	New	+$16K	﹤0.01%	367