Dimensional Fund Advisors’s NBT Bancorp NBTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $95.3M | Buy |
2,292,490
+113,928
| +5% | +$4.73M | 0.02% | 1050 |
|
|
2025
Q1 | $93.5M | Sell |
2,178,562
-58,496
| -3% | -$2.51M | 0.02% | 1028 |
|
|
2024
Q4 | $107M | Sell |
2,237,058
-41,135
| -2% | -$1.96M | 0.03% | 968 |
|
|
2024
Q3 | $101M | Sell |
2,278,193
-19,140
| -0.8% | -$847K | 0.02% | 1025 |
|
|
2024
Q2 | $88.7M | Buy |
2,297,333
+46,498
| +2% | +$1.79M | 0.02% | 1052 |
|
|
2024
Q1 | $82.6M | Buy |
2,250,835
+77,538
| +4% | +$2.84M | 0.02% | 1100 |
|
|
2023
Q4 | $91.1M | Buy |
2,173,297
+17,039
| +0.8% | +$714K | 0.03% | 984 |
|
|
2023
Q3 | $68.3M | Buy |
2,156,258
+60,560
| +3% | +$1.92M | 0.02% | 1111 |
|
|
2023
Q2 | $66.7M | Buy |
2,095,698
+61,605
| +3% | +$1.96M | 0.02% | 1149 |
|
|
2023
Q1 | $68.6M | Buy |
2,034,093
+66,960
| +3% | +$2.26M | 0.02% | 1088 |
|
|
2022
Q4 | $85.4K | Buy |
1,967,133
+8,579
| +0.4% | +$373 | 0.03% | 892 |
|
|
2022
Q3 | $74.3M | Sell |
1,958,554
-3,297
| -0.2% | -$125K | 0.03% | 910 |
|
|
2022
Q2 | $73.7M | Buy |
1,961,851
+36,817
| +2% | +$1.38M | 0.03% | 965 |
|
|
2022
Q1 | $69.6M | Buy |
1,925,034
+53,026
| +3% | +$1.92M | 0.02% | 1130 |
|
|
2021
Q4 | $72.1M | Buy |
1,872,008
+24,983
| +1% | +$962K | 0.02% | 1140 |
|
|
2021
Q3 | $66.7M | Buy |
1,847,025
+4,396
| +0.2% | +$159K | 0.02% | 1173 |
|
|
2021
Q2 | $66.3M | Sell |
1,842,629
-31,810
| -2% | -$1.14M | 0.02% | 1205 |
|
|
2021
Q1 | $74.8M | Sell |
1,874,439
-88,775
| -5% | -$3.54M | 0.02% | 1078 |
|
|
2020
Q4 | $63M | Sell |
1,963,214
-28,584
| -1% | -$918K | 0.02% | 1167 |
|
|
2020
Q3 | $53.4M | Sell |
1,991,798
-12,561
| -0.6% | -$337K | 0.02% | 1139 |
|
|
2020
Q2 | $61.7M | Sell |
2,004,359
-32,994
| -2% | -$1.01M | 0.03% | 1008 |
|
|
2020
Q1 | $66M | Sell |
2,037,353
-38,631
| -2% | -$1.25M | 0.03% | 749 |
|
|
2019
Q4 | $84.2M | Sell |
2,075,984
-18,265
| -0.9% | -$741K | 0.03% | 878 |
|
|
2019
Q3 | $76.6M | Sell |
2,094,249
-11,106
| -0.5% | -$406K | 0.03% | 929 |
|
|
2019
Q2 | $79M | Sell |
2,105,355
-47,974
| -2% | -$1.8M | 0.03% | 927 |
|
|
2019
Q1 | $77.5M | Sell |
2,153,329
-9,143
| -0.4% | -$329K | 0.03% | 902 |
|
|
2018
Q4 | $74.8M | Buy |
2,162,472
+18,897
| +0.9% | +$654K | 0.03% | 815 |
|
|
2018
Q3 | $82.3M | Sell |
2,143,575
-5,381
| -0.3% | -$207K | 0.03% | 890 |
|
|
2018
Q2 | $82M | Buy |
2,148,956
+44,075
| +2% | +$1.68M | 0.03% | 844 |
|
|
2018
Q1 | $74.7M | Buy |
2,104,881
+40,933
| +2% | +$1.45M | 0.03% | 886 |
|
|
2017
Q4 | $76M | Buy |
2,063,948
+46,723
| +2% | +$1.72M | 0.03% | 851 |
|
|
2017
Q3 | $74.1M | Buy |
2,017,225
+42,291
| +2% | +$1.55M | 0.03% | 833 |
|
|
2017
Q2 | $73M | Buy |
1,974,934
+23,784
| +1% | +$879K | 0.03% | 802 |
|
|
2017
Q1 | $72.3M | Buy |
1,951,150
+48,519
| +3% | +$1.8M | 0.03% | 772 |
|
|
2016
Q4 | $79.7M | Buy |
1,902,631
+5,917
| +0.3% | +$248K | 0.04% | 661 |
|
|
2016
Q3 | $62.3M | Buy |
1,896,714
+52,057
| +3% | +$1.71M | 0.03% | 806 |
|
|
2016
Q2 | $52.8M | Buy |
1,844,657
+92,560
| +5% | +$2.65M | 0.03% | 917 |
|
|
2016
Q1 | $47.2M | Buy |
1,752,097
+102,754
| +6% | +$2.77M | 0.03% | 994 |
|
|
2015
Q4 | $46M | Buy |
1,649,343
+104,926
| +7% | +$2.93M | 0.03% | 933 |
|
|
2015
Q3 | $41.6M | Buy |
1,544,417
+92,734
| +6% | +$2.5M | 0.03% | 977 |
|
|
2015
Q2 | $38M | Buy |
1,451,683
+43,971
| +3% | +$1.15M | 0.02% | 1165 |
|
|
2015
Q1 | $35.3M | Buy |
1,407,712
+89,553
| +7% | +$2.24M | 0.02% | 1207 |
|
|
2014
Q4 | $34.6M | Buy |
1,318,159
+77,597
| +6% | +$2.04M | 0.02% | 1139 |
|
|
2014
Q3 | $27.9M | Buy |
1,240,562
+37,350
| +3% | +$841K | 0.02% | 1235 |
|
|
2014
Q2 | $28.9M | Buy |
1,203,212
+32,878
| +3% | +$790K | 0.02% | 1247 |
|
|
2014
Q1 | $28.6M | Buy |
1,170,334
+28,094
| +2% | +$687K | 0.02% | 1177 |
|
|
2013
Q4 | $29.6M | Buy |
1,142,240
+42,376
| +4% | +$1.1M | 0.02% | 1078 |
|
|
2013
Q3 | $25.3M | Buy |
1,099,864
+24,449
| +2% | +$562K | 0.02% | 1133 |
|
|
2013
Q2 | $22.8M | Buy |
+1,075,415
| New | +$22.8M | 0.02% | 1131 |
|