SageView Advisory Group’s Southern California Bancorp BCAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Hold |
29,050
| – | – | 0.02% | 386 |
|
|
2025
Q1 | $416K | Hold |
29,050
| – | – | 0.02% | 382 |
|
|
2024
Q4 | $480K | Sell |
29,050
-10,000
| -26% | -$165K | 0.02% | 349 |
|
|
2024
Q3 | $578K | Hold |
39,050
| – | – | 0.03% | 276 |
|
|
2024
Q2 | $526K | Buy |
+39,050
| New | +$526K | 0.02% | 328 |
|
|
2024
Q1 | – | Sell |
-39,050
| Closed | -$650K | – | 534 |
|
|
2023
Q4 | $650K | Sell |
39,050
-1,340
| -3% | -$22.3K | 0.03% | 334 |
|
|
2023
Q3 | $566K | Hold |
40,390
| – | – | 0.03% | 314 |
|
|
2023
Q2 | $554K | Buy |
+40,390
| New | +$554K | 0.03% | 332 |
|