Vance Wealth’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 | $593K | Hold |
37,633
| – | – | 0.2% | 65 |
|
|
2025
Q1 | $539K | Hold |
37,633
| – | – | 0.2% | 61 |
|
|
2024
Q4 | $622K | Sell |
37,633
-3,349
| -8% | -$55.4K | 0.24% | 54 |
|
|
2024
Q3 | $606K | Hold |
40,982
| – | – | 0.23% | 53 |
|
|
2024
Q2 | $552K | Hold |
40,982
| – | – | 0.23% | 56 |
|
|
2024
Q1 | $611K | Hold |
40,982
| – | – | 0.24% | 47 |
|
|
2023
Q4 | $711K | Hold |
40,982
| – | – | 0.31% | 42 |
|
|
2023
Q3 | $574K | Hold |
40,982
| – | – | 0.27% | 45 |
|
|
2023
Q2 | $562K | Buy |
+40,982
| New | +$562K | 0.26% | 42 |
|