Carson Wealth (CWM LLC)’s Southern California Bancorp BCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Buy |
928
+415
| +81% | +$6.71K | ﹤0.01% | 4063 |
|
|
2025
Q1 | $7K | Buy |
513
+155
| +43% | +$2.12K | ﹤0.01% | 4257 |
|
|
2024
Q4 | $6K | Buy |
358
+107
| +43% | +$1.79K | ﹤0.01% | 4093 |
|
|
2024
Q3 | $4K | Buy |
251
+228
| +991% | +$3.63K | ﹤0.01% | 4157 |
|
|
2024
Q2 | $0 | Buy |
+23
| New | – | ﹤0.01% | 4584 |
|