Dimensional Fund Advisors’s Lake Shore Bancorp LSBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
33,190
+688
| +2% | +$10.9K | ﹤0.01% | 2985 |
|
|
2025
Q1 | $514K | Buy |
32,502
+1,122
| +4% | +$17.7K | ﹤0.01% | 3001 |
|
|
2024
Q4 | $430K | Buy |
31,380
+8
| +0% | +$110 | ﹤0.01% | 3063 |
|
|
2024
Q3 | $423K | Buy |
31,372
+4
| +0% | +$54 | ﹤0.01% | 3065 |
|
|
2024
Q2 | $392K | Buy |
31,368
+2,292
| +8% | +$28.7K | ﹤0.01% | 3065 |
|
|
2024
Q1 | $343K | Buy |
29,076
+2,138
| +8% | +$25.2K | ﹤0.01% | 3114 |
|
|
2023
Q4 | $315K | Hold |
26,938
| – | – | ﹤0.01% | 3123 |
|
|
2023
Q3 | $276K | Buy |
26,938
+4
| +0% | +$41 | ﹤0.01% | 3155 |
|
|
2023
Q2 | $298K | Hold |
26,934
| – | – | ﹤0.01% | 3161 |
|
|
2023
Q1 | $272K | Buy |
26,934
+1,707
| +7% | +$17.2K | ﹤0.01% | 3146 |
|
|
2022
Q4 | $304 | Buy |
25,227
+56
| +0.2% | +$1 | ﹤0.01% | 3141 |
|
|
2022
Q3 | $331K | Buy |
25,171
+11
| +0% | +$145 | ﹤0.01% | 3139 |
|
|
2022
Q2 | $352K | Hold |
25,160
| – | – | ﹤0.01% | 3145 |
|
|
2022
Q1 | $375K | Hold |
25,160
| – | – | ﹤0.01% | 3209 |
|
|
2021
Q4 | $379K | Buy |
25,160
+1,204
| +5% | +$18.1K | ﹤0.01% | 3223 |
|
|
2021
Q3 | $359K | Hold |
23,956
| – | – | ﹤0.01% | 3241 |
|
|
2021
Q2 | $368K | Buy |
23,956
+203
| +0.9% | +$3.12K | ﹤0.01% | 3222 |
|
|
2021
Q1 | $356K | Hold |
23,753
| – | – | ﹤0.01% | 3199 |
|
|
2020
Q4 | $309K | Hold |
23,753
| – | – | ﹤0.01% | 3169 |
|
|
2020
Q3 | $318K | Hold |
23,753
| – | – | ﹤0.01% | 3144 |
|
|
2020
Q2 | $295K | Sell |
23,753
-697
| -3% | -$8.66K | ﹤0.01% | 3165 |
|
|
2020
Q1 | $257K | Hold |
24,450
| – | – | ﹤0.01% | 3170 |
|
|
2019
Q4 | $373K | Buy |
24,450
+700
| +3% | +$10.7K | ﹤0.01% | 3179 |
|
|
2019
Q3 | $346K | Hold |
23,750
| – | – | ﹤0.01% | 3202 |
|
|
2019
Q2 | $355K | Buy |
23,750
+4,330
| +22% | +$64.7K | ﹤0.01% | 3243 |
|
|
2019
Q1 | $307K | Buy |
19,420
+1,101
| +6% | +$17.4K | ﹤0.01% | 3250 |
|
|
2018
Q4 | $271K | Buy |
18,319
+5,072
| +38% | +$75K | ﹤0.01% | 3241 |
|
|
2018
Q3 | $219K | Hold |
13,247
| – | – | ﹤0.01% | 3299 |
|
|
2018
Q2 | $231K | Buy |
13,247
+1,691
| +15% | +$29.5K | ﹤0.01% | 3230 |
|
|
2018
Q1 | $195K | Buy |
11,556
+2
| +0% | +$34 | ﹤0.01% | 3233 |
|
|
2017
Q4 | $198K | Buy |
11,554
+100
| +0.9% | +$1.71K | ﹤0.01% | 3224 |
|
|
2017
Q3 | $186K | Hold |
11,454
| – | – | ﹤0.01% | 3233 |
|
|
2017
Q2 | $182K | Hold |
11,454
| – | – | ﹤0.01% | 3209 |
|
|
2017
Q1 | $178K | Buy |
11,454
+324
| +3% | +$5.04K | ﹤0.01% | 3211 |
|
|
2016
Q4 | $181K | Hold |
11,130
| – | – | ﹤0.01% | 3212 |
|
|
2016
Q3 | $149K | Hold |
11,130
| – | – | ﹤0.01% | 3203 |
|
|
2016
Q2 | $145K | Hold |
11,130
| – | – | ﹤0.01% | 3207 |
|
|
2016
Q1 | $148K | Hold |
11,130
| – | – | ﹤0.01% | 3205 |
|
|
2015
Q4 | $150K | Hold |
11,130
| – | – | ﹤0.01% | 3237 |
|
|
2015
Q3 | $156K | Hold |
11,130
| – | – | ﹤0.01% | 3264 |
|
|
2015
Q2 | $149K | Buy |
11,130
+750
| +7% | +$10K | ﹤0.01% | 3277 |
|
|
2015
Q1 | $142K | Hold |
10,380
| – | – | ﹤0.01% | 3257 |
|
|
2014
Q4 | $142K | Buy |
10,380
+926
| +10% | +$12.7K | ﹤0.01% | 3278 |
|
|
2014
Q3 | $117K | Buy |
9,454
+100
| +1% | +$1.24K | ﹤0.01% | 3319 |
|
|
2014
Q2 | $116K | Hold |
9,354
| – | – | ﹤0.01% | 3363 |
|
|
2014
Q1 | $117K | Hold |
9,354
| – | – | ﹤0.01% | 3367 |
|
|
2013
Q4 | $115K | Hold |
9,354
| – | – | ﹤0.01% | 3342 |
|
|
2013
Q3 | $107K | Buy |
9,354
+892
| +11% | +$10.2K | ﹤0.01% | 3386 |
|
|
2013
Q2 | $96K | Buy |
+8,462
| New | +$96K | ﹤0.01% | 3384 |
|