Dimensional Fund Advisors’s Mexco Energy MXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
36,950
-480
| -1% | -$4.26K | ﹤0.01% | 3063 |
|
|
2025
Q1 | $306K | Buy |
37,430
+117
| +0.3% | +$956 | ﹤0.01% | 3075 |
|
|
2024
Q4 | $421K | Sell |
37,313
-53
| -0.1% | -$598 | ﹤0.01% | 3064 |
|
|
2024
Q3 | $454K | Sell |
37,366
-1,563
| -4% | -$19K | ﹤0.01% | 3055 |
|
|
2024
Q2 | $441K | Sell |
38,929
-970
| -2% | -$11K | ﹤0.01% | 3044 |
|
|
2024
Q1 | $398K | Sell |
39,899
-449
| -1% | -$4.48K | ﹤0.01% | 3081 |
|
|
2023
Q4 | $368K | Hold |
40,348
| – | – | ﹤0.01% | 3093 |
|
|
2023
Q3 | $524K | Hold |
40,348
| – | – | ﹤0.01% | 3038 |
|
|
2023
Q2 | $485K | Hold |
40,348
| – | – | ﹤0.01% | 3072 |
|
|
2023
Q1 | $459K | Buy |
40,348
+27
| +0.1% | +$307 | ﹤0.01% | 3047 |
|
|
2022
Q4 | $503 | Buy |
40,321
+957
| +2% | +$12 | ﹤0.01% | 3033 |
|
|
2022
Q3 | $639K | Sell |
39,364
-814
| -2% | -$13.2K | ﹤0.01% | 2988 |
|
|
2022
Q2 | $690K | Sell |
40,178
-916
| -2% | -$15.7K | ﹤0.01% | 2994 |
|
|
2022
Q1 | $666K | Buy |
41,094
+999
| +2% | +$16.2K | ﹤0.01% | 3081 |
|
|
2021
Q4 | $376K | Buy |
40,095
+6,847
| +21% | +$64.2K | ﹤0.01% | 3228 |
|
|
2021
Q3 | $346K | Buy |
33,248
+20,734
| +166% | +$216K | ﹤0.01% | 3249 |
|
|
2021
Q2 | $122K | Buy |
+12,514
| New | +$122K | ﹤0.01% | 3391 |
|
|
2016
Q1 | – | Sell |
-25,185
| Closed | -$81K | – | 3309 |
|
|
2015
Q4 | $81K | Sell |
25,185
-3,769
| -13% | -$12.1K | ﹤0.01% | 3275 |
|
|
2015
Q3 | $72K | Sell |
28,954
-11,264
| -28% | -$28K | ﹤0.01% | 3319 |
|
|
2015
Q2 | $190K | Sell |
40,218
-935
| -2% | -$4.42K | ﹤0.01% | 3255 |
|
|
2015
Q1 | $235K | Sell |
41,153
-3,826
| -9% | -$21.8K | ﹤0.01% | 3204 |
|
|
2014
Q4 | $250K | Sell |
44,979
-1,800
| -4% | -$10K | ﹤0.01% | 3223 |
|
|
2014
Q3 | $324K | Sell |
46,779
-300
| -0.6% | -$2.08K | ﹤0.01% | 3212 |
|
|
2014
Q2 | $391K | Buy |
47,079
+1,600
| +4% | +$13.3K | ﹤0.01% | 3225 |
|
|
2014
Q1 | $351K | Hold |
45,479
| – | – | ﹤0.01% | 3239 |
|
|
2013
Q4 | $312K | Hold |
45,479
| – | – | ﹤0.01% | 3237 |
|
|
2013
Q3 | $298K | Hold |
45,479
| – | – | ﹤0.01% | 3264 |
|
|
2013
Q2 | $265K | Buy |
+45,479
| New | +$265K | ﹤0.01% | 3273 |
|