Aspiriant LLC’s Southern California Bancorp BCAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Hold
13,912
0.01% 294
2025
Q1
$199K Hold
13,912
0.01% 284
2024
Q4
$230K Buy
+13,912
New +$230K 0.01% 265