SageView Advisory Group’s Southern California Bancorp BCAL Stock Holding History

SageView Advisory Group’s Portfolio BCAL Stock Details BCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$467K	Hold
2025 Q1	$416K	Hold
2024 Q4	$480K	Sell
2024 Q3	$578K	Hold
2024 Q2	$526K	Buy
2024 Q1	–	Sell
2023 Q4	$650K	Sell
2023 Q3	$566K	Hold
2023 Q2	$554K	Buy