Vance Wealth’s Southern California Bancorp BCAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Hold
2025
Q1
$539K Hold
2024
Q4
$622K Sell
2024
Q3
$606K Hold
2024
Q2
$552K Hold
2024
Q1
$611K Hold
2023
Q4
$711K Hold
2023
Q3
$574K Hold
2023
Q2
$562K Buy