Destination Wealth Management’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
Q1
Sell
-15,290
Closed -$253K 238
2024
Q4
$253K Sell
15,290
-21,276
-58% -$352K 0.01% 215
2024
Q3
$541K Buy
+36,566
New +$541K 0.02% 155