Cerity Partners
BCAL icon

Cerity Partners’s Southern California Bancorp BCAL Stock Holding History

Cerity Partners’s Portfolio BCAL Stock Details BCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Sell
84,443
-834
-1% -$13.1K ﹤0.01% 1396
2025
Q1 		$1.22M Sell
85,277
-100
-0.1% -$1.43K ﹤0.01% 1329
2024
Q4 		$1.41M Buy
85,377
+48,427
+131% +$801K ﹤0.01% 1257
2024
Q3 		$546K Buy
+36,950
New +$546K ﹤0.01% 1731