OneDigital Investment Advisors’s Western Alliance Bancorporation WAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Buy |
8,214
+8
| +0.1% | +$624 | 0.01% | 810 |
|
|
2025
Q1 | $630K | Buy |
8,206
+930
| +13% | +$71.5K | 0.01% | 772 |
|
|
2024
Q4 | $608K | Buy |
7,276
+5
| +0.1% | +$418 | 0.01% | 810 |
|
|
2024
Q3 | $629K | Sell |
7,271
-496
| -6% | -$42.9K | 0.01% | 842 |
|
|
2024
Q2 | $488K | Buy |
7,767
+58
| +0.8% | +$3.64K | 0.01% | 911 |
|
|
2024
Q1 | $495K | Sell |
7,709
-2,638
| -25% | -$169K | 0.01% | 743 |
|
|
2023
Q4 | $681K | Buy |
10,347
+93
| +0.9% | +$6.12K | 0.01% | 602 |
|
|
2023
Q3 | $471K | Buy |
10,254
+4
| +0% | +$184 | 0.01% | 668 |
|
|
2023
Q2 | $374K | Buy |
10,250
+23
| +0.2% | +$839 | 0.01% | 740 |
|
|
2023
Q1 | $363K | Buy |
10,227
+454
| +5% | +$16.1K | 0.01% | 709 |
|
|
2022
Q4 | $582K | Sell |
9,773
-1
| -0% | -$60 | 0.02% | 480 |
|
|
2022
Q3 | $643K | Sell |
9,774
-3
| -0% | -$197 | 0.02% | 394 |
|
|
2022
Q2 | $690K | Hold |
9,777
| – | – | 0.03% | 342 |
|
|
2022
Q1 | $810K | Buy |
9,777
+85
| +0.9% | +$7.04K | 0.03% | 320 |
|
|
2021
Q4 | $1.04M | Hold |
9,692
| – | – | 0.04% | 271 |
|
|
2021
Q3 | $1.06M | Hold |
9,692
| – | – | 0.04% | 254 |
|
|
2021
Q2 | $900K | Sell |
9,692
-75
| -0.8% | -$6.97K | 0.04% | 276 |
|
|
2021
Q1 | $922K | Sell |
9,767
-580
| -6% | -$54.8K | 0.04% | 258 |
|
|
2020
Q4 | $620K | Hold |
10,347
| – | – | 0.03% | 309 |
|
|
2020
Q3 | $327K | Hold |
10,347
| – | – | 0.02% | 399 |
|
|
2020
Q2 | $392K | Sell |
10,347
-239
| -2% | -$9.06K | 0.03% | 359 |
|
|
2020
Q1 | $324K | Sell |
10,586
-103
| -1% | -$3.15K | 0.03% | 353 |
|
|
2019
Q4 | $609K | Sell |
10,689
-3,330
| -24% | -$190K | 0.05% | 266 |
|
|
2019
Q3 | $646K | Sell |
14,019
-3,465
| -20% | -$160K | 0.06% | 226 |
|
|
2019
Q2 | $782K | Buy |
+17,484
| New | +$782K | 0.06% | 183 |
|