Owen Kowalski sold $86.6K of securities, about $52K in gains

Owen Kowalski · HNW · 50-59 · Atlanta, GA · Advisor Elena Brandt

Why it fired

Sale in a taxable Edward Jones brokerage account. Reported cost basis is $34,600. Realized gains this size can change their tax bill.

Rule: A sale in a taxable account with likely realized gains of $25K or more.

Edward Jones brokerage account balance

Evidence (1)

Sale of equity positions
Aug 1, 2025 · Edward Jones brokerage account
+$86,600

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Coordinate with their CPA and look at loss harvesting

“Owen, I saw a sizable sale in your Edward Jones brokerage account. It may have created gains. Shall I loop in your CPA, and look for losses we could harvest to offset it?”

A prompt for a conversation, not financial advice.

Status: Reviewed

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Wallet Share Change
Owen Kowalski's share of assets with your firm went from 39% to 29%
7h agoNew$418.9K
$418.9K
Net Worth Spike
Owen Kowalski's net worth is up 47% in 30 days
Oct 30Reviewed$1.1M
$1.1M
Large Inflow / Outflow
Owen Kowalski received $974.1K into their Edward Jones brokerage account
Oct 29Reviewed$974.1K
$974.1K
Large Inflow / Outflow
Owen Kowalski moved $315.8K from Kraken crypto account to Ally Bank checking account
Jul 25Sent to CRM$315.8K
$315.8K
Crypto Activity
Owen Kowalski sold $315.8K of Solana
Jul 25New$315.8K
$315.8K

Sale in a taxable Edward Jones brokerage account. Reported cost basis is $34,600. Realized gains this size can change their tax bill.

Coordinate with their CPA and look at loss harvesting

More for Owen Kowalski

Sale in a taxable Edward Jones brokerage account. Reported cost basis is $34,600. Realized gains this size can change their tax bill.

Coordinate with their CPA and look at loss harvesting

More for Owen Kowalski