MAI Capital 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	$1M	Hold	63,586	–	–	0.01%	635
2025 Q1	$911K	Sell	63,586 -14,111	-18%	-$202K	0.01%	626
2024 Q4	$1.29M	Buy	77,697 +23,518	+43%	+$389K	0.01%	560
2024 Q3	$801K	Buy	+54,179	New	+$801K	0.01%	600