Keystone Wealth Services’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
$439K Hold
27,824
0.11% 186
2025
Q1
$399K Hold
27,824
0.11% 176
2024
Q4
$460K Sell
27,824
-13,913
-33% -$230K 0.12% 157
2024
Q3
$617K Buy
+41,737
New +$617K 0.17% 121