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 |
|