Private Wealth Management Group’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 Q1	–	Sell	-74	Closed	-$1.22K	–	1496
2024 Q4	$1.22K	Sell	74 -6	-8%	-$99	﹤0.01%	1241
2024 Q3	$1.18K	Hold	80	–	–	﹤0.01%	1228
2024 Q2	$1.08K	Buy	+80	New	+$1.08K	﹤0.01%	1258