Wellington Management 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 | $10.9M | Buy |
694,684
+649,896
| +1,451% | +$10.2M | ﹤0.01% | 1181 |
|
|
2025
Q1 | $642K | Sell |
44,788
-1,175
| -3% | -$16.8K | ﹤0.01% | 1785 |
|
|
2024
Q4 | $760K | Hold |
45,963
| – | – | ﹤0.01% | 1756 |
|
|
2024
Q3 | $680K | Hold |
45,963
| – | – | ﹤0.01% | 1761 |
|
|
2024
Q2 | $619K | Hold |
45,963
| – | – | ﹤0.01% | 1748 |
|
|
2024
Q1 | $685K | Buy |
45,963
+2,599
| +6% | +$38.8K | ﹤0.01% | 1760 |
|
|
2023
Q4 | $752K | Hold |
43,364
| – | – | ﹤0.01% | 1670 |
|
|
2023
Q3 | $608K | Hold |
43,364
| – | – | ﹤0.01% | 1676 |
|
|
2023
Q2 | $595K | Buy |
+43,364
| New | +$595K | ﹤0.01% | 1669 |
|