UBS 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
Q2 | $726K | Sell |
46,038
-25,247
| -35% | -$398K | ﹤0.01% | 4574 |
|
|
2025
Q1 | $1.02M | Sell |
71,285
-302
| -0.4% | -$4.33K | ﹤0.01% | 4183 |
|
|
2024
Q4 | $1.18M | Buy |
71,587
+34,568
| +93% | +$572K | ﹤0.01% | 4102 |
|
|
2024
Q3 | $548K | Buy |
37,019
+3,858
| +12% | +$57.1K | ﹤0.01% | 4037 |
|
|
2024
Q2 | $447K | Buy |
33,161
+821
| +3% | +$11.1K | ﹤0.01% | 3997 |
|
|
2024
Q1 | $482K | Sell |
32,340
-1,217
| -4% | -$18.1K | ﹤0.01% | 4131 |
|
|
2023
Q4 | $582K | Sell |
33,557
-1,180
| -3% | -$20.5K | ﹤0.01% | 3865 |
|
|
2023
Q3 | $487K | Sell |
34,737
-3,568
| -9% | -$50K | ﹤0.01% | 3615 |
|
|
2023
Q2 | $526K | Buy |
+38,305
| New | +$526K | ﹤0.01% | 3793 |
|