OneDigital Investment Advisors’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	$523K	Sell	7,386 -896	-11%	-$74.7K	0.01%	927
2025 Q4	$696K	Buy	8,282 +22	+0.3%	+$1.79K	0.01%	809
2025 Q3	$716K	Buy	8,260 +46	+0.6%	+$3.9K	0.01%	782
2025 Q2	$641K	Buy	8,214 +8	+0.1%	+$575	0.01%	810
2025 Q1	$630K	Buy	8,206 +930	+13%	+$78.1K	0.01%	772
2024 Q4	$608K	Buy	7,276 +5	+0.1%	+$440	0.01%	810
2024 Q3	$629K	Sell	7,271 -496	-6%	-$38.2K	0.01%	842
2024 Q2	$488K	Buy	7,767 +58	+0.8%	+$3.51K	0.01%	912
2024 Q1	$495K	Sell	7,709 -2,638	-25%	-$162K	0.01%	743
2023 Q4	$681K	Buy	10,347 +93	+0.9%	+$4.69K	0.01%	602
2023 Q3	$471K	Buy	10,254 +4	+0%	+$189	0.01%	668
2023 Q2	$374K	Buy	10,250 +23	+0.2%	+$798	0.01%	740
2023 Q1	$363K	Buy	10,227 +454	+5%	+$27.8K	0.01%	709
2022 Q4	$582K	Sell	9,773 -1	-0%	-$65	0.02%	481
2022 Q3	$643K	Sell	9,774 -3	-0%	-$227	0.02%	394
2022 Q2	$690K	Hold	9,777	–	–	0.03%	342
2022 Q1	$810K	Buy	9,777 +85	+0.9%	+$8.32K	0.03%	322
2021 Q4	$1.04M	Hold	9,692	–	–	0.04%	281
2021 Q3	$1.05M	Hold	9,692	–	–	0.04%	255
2021 Q2	$900K	Sell	9,692 -75	-0.8%	-$7.43K	0.04%	278
2021 Q1	$922K	Sell	9,767 -580	-6%	-$48K	0.04%	260
2020 Q4	$620K	Hold	10,347	–	–	0.03%	313
2020 Q3	$327K	Hold	10,347	–	–	0.02%	405
2020 Q2	$392K	Sell	10,347 -239	-2%	-$8.36K	0.03%	365
2020 Q1	$324K	Sell	10,586 -103	-1%	-$4.92K	0.03%	361
2019 Q4	$609K	Sell	10,689 -3,330	-24%	-$170K	0.05%	272
2019 Q3	$646K	Sell	14,019 -3,465	-20%	-$156K	0.06%	226
2019 Q2	$782K	Buy	+17,484	New	+$781K	0.06%	183