Osaic Holdings’s BayCom BCML Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Sell |
677
-19,527
| -97% | -$538K | ﹤0.01% | 5391 |
|
|
2025
Q1 | $509K | Buy |
20,204
+9,843
| +95% | +$248K | ﹤0.01% | 2853 |
|
|
2024
Q4 | $278K | Buy |
10,361
+245
| +2% | +$6.58K | ﹤0.01% | 3302 |
|
|
2024
Q3 | $240K | Buy |
10,116
+10,028
| +11,395% | +$238K | ﹤0.01% | 3504 |
|
|
2024
Q2 | $1.79K | Buy |
88
+44
| +100% | +$896 | ﹤0.01% | 6473 |
|
|
2024
Q1 | $907 | Hold |
44
| – | – | ﹤0.01% | 6527 |
|
|
2023
Q4 | $1.04K | Hold |
44
| – | – | ﹤0.01% | 6591 |
|
|
2023
Q3 | $845 | Hold |
44
| – | – | ﹤0.01% | 6715 |
|
|
2023
Q2 | $734 | Hold |
44
| – | – | ﹤0.01% | 6816 |
|
|
2023
Q1 | $752 | Sell |
44
-343
| -89% | -$5.86K | ﹤0.01% | 6919 |
|
|
2022
Q4 | $8K | Hold |
387
| – | – | ﹤0.01% | 6027 |
|
|
2022
Q3 | $7K | Hold |
387
| – | – | ﹤0.01% | 6134 |
|
|
2022
Q2 | $8K | Hold |
387
| – | – | ﹤0.01% | 6192 |
|
|
2022
Q1 | $8K | Hold |
387
| – | – | ﹤0.01% | 6212 |
|
|
2021
Q4 | $7K | Sell |
387
-1,153
| -75% | -$20.9K | ﹤0.01% | 6373 |
|
|
2021
Q3 | $29K | Hold |
1,540
| – | – | ﹤0.01% | 5495 |
|
|
2021
Q2 | $28K | Hold |
1,540
| – | – | ﹤0.01% | 5427 |
|
|
2021
Q1 | $28K | Hold |
1,540
| – | – | ﹤0.01% | 5248 |
|
|
2020
Q4 | $23K | Hold |
1,540
| – | – | ﹤0.01% | 5023 |
|
|
2020
Q3 | $16K | Hold |
1,540
| – | – | ﹤0.01% | 4996 |
|
|
2020
Q2 | $20K | Hold |
1,540
| – | – | ﹤0.01% | 4760 |
|
|
2020
Q1 | $19K | Buy |
+1,540
| New | +$19K | ﹤0.01% | 4623 |
|