Ownership history in VANCE WEALTH, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in SOUTHERN CALIF BANCORP (BCAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 35,133 | -2,500 | -6.6% | 0.20% | $659K | $18.67 |
| 2025 Q3 | UNCHANGED | 37,633 | — | 0% | 0.19% | $628K | $16.59 |
| 2025 Q2 | UNCHANGED | 37,633 | — | 0% | 0.20% | $593K | $15.68 |
| 2025 Q1 | UNCHANGED | 37,633 | — | 0% | 0.20% | $539K | $14.26 |
| 2024 Q4 | REDUCED | 37,633 | -3,349 | -8.2% | 0.24% | $622K | $16.45 |
| 2024 Q3 | UNCHANGED | 40,982 | — | 0% | 0.23% | $606K | $14.71 |
| 2024 Q2 | UNCHANGED | 40,982 | — | 0% | 0.23% | $552K | $13.40 |
| 2024 Q1 | UNCHANGED | 40,982 | — | 0% | 0.24% | $611K | $14.83 |
| 2023 Q4 | UNCHANGED | 40,982 | — | 0% | 0.31% | $711K | $17.26 |
| 2023 Q3 | UNCHANGED | 40,982 | — | 0% | 0.27% | $574K | $13.94 |
As of 2025 Q4 — sorted by position size