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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$371K	Sell
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