HoldCo Asset 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
Q2
$639K Buy
+40,531
New +$639K 0.1% 19
2024
Q3
$599K Hold
40,531
3.17% 13
2024
Q2
$546K Hold
40,531
3.34% 11
2024
Q1
$604K Hold
40,531
3.61% 11
2023
Q4
$703K Hold
40,531
1.98% 16
2023
Q3
$568K Hold
40,531
1.59% 18
2023
Q2
$556K Buy
+40,531
New +$556K 0.35% 19