Charles Schwab’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 | $1.04M | Sell |
65,858
-2,416
| -4% | -$38.1K | ﹤0.01% | 2886 |
|
|
2025
Q1 | $978K | Buy |
68,274
+13
| +0% | +$186 | ﹤0.01% | 2855 |
|
|
2024
Q4 | $1.13M | Buy |
68,261
+2,249
| +3% | +$37.2K | ﹤0.01% | 2876 |
|
|
2024
Q3 | $976K | Buy |
66,012
+32,848
| +99% | +$486K | ﹤0.01% | 2925 |
|
|
2024
Q2 | $447K | Buy |
+33,164
| New | +$447K | ﹤0.01% | 3247 |
|
|
2023
Q4 | – | Sell |
-11,392
| Closed | -$160K | – | 3541 |
|
|
2023
Q3 | $160K | Buy |
+11,392
| New | +$160K | ﹤0.01% | 3317 |
|