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