Dimensional Fund Advisors’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.4M | Buy |
898,932
+36,903
| +4% | +$511K | ﹤0.01% | 2194 |
|
2025
Q1 | $10.9M | Buy |
862,029
+31,354
| +4% | +$397K | ﹤0.01% | 2214 |
|
2024
Q4 | $10.8M | Buy |
830,675
+45,082
| +6% | +$586K | ﹤0.01% | 2277 |
|
2024
Q3 | $9.18M | Buy |
785,593
+69,849
| +10% | +$816K | ﹤0.01% | 2332 |
|
2024
Q2 | $6.54M | Buy |
715,744
+64,452
| +10% | +$589K | ﹤0.01% | 2397 |
|
2024
Q1 | $5.8M | Buy |
651,292
+66,623
| +11% | +$593K | ﹤0.01% | 2514 |
|
2023
Q4 | $5.71M | Buy |
584,669
+64,405
| +12% | +$629K | ﹤0.01% | 2518 |
|
2023
Q3 | $4.07M | Buy |
520,264
+109,167
| +27% | +$854K | ﹤0.01% | 2595 |
|
2023
Q2 | $3.57M | Buy |
411,097
+94,799
| +30% | +$824K | ﹤0.01% | 2627 |
|
2023
Q1 | $2.48M | Buy |
316,298
+108,358
| +52% | +$851K | ﹤0.01% | 2685 |
|
2022
Q4 | $1.94K | Buy |
207,940
+9,182
| +5% | +$86 | ﹤0.01% | 2740 |
|
2022
Q3 | $1.82M | Buy |
198,758
+2,476
| +1% | +$22.7K | ﹤0.01% | 2738 |
|
2022
Q2 | $1.81M | Buy |
196,282
+46,242
| +31% | +$427K | ﹤0.01% | 2771 |
|
2022
Q1 | $1.56M | Buy |
150,040
+1,399
| +0.9% | +$14.5K | ﹤0.01% | 2889 |
|
2021
Q4 | $1.56M | Buy |
148,641
+2,812
| +2% | +$29.5K | ﹤0.01% | 2913 |
|
2021
Q3 | $1.52M | Buy |
145,829
+11
| +0% | +$114 | ﹤0.01% | 2931 |
|
2021
Q2 | $1.43M | Buy |
145,818
+3,688
| +3% | +$36.1K | ﹤0.01% | 2958 |
|
2021
Q1 | $1.13M | Sell |
142,130
-814
| -0.6% | -$6.48K | ﹤0.01% | 2990 |
|
2020
Q4 | $1.08M | Sell |
142,944
-169
| -0.1% | -$1.27K | ﹤0.01% | 2963 |
|
2020
Q3 | $905K | Hold |
143,113
| – | – | ﹤0.01% | 2957 |
|
2020
Q2 | $1.05M | Buy |
143,113
+815
| +0.6% | +$5.95K | ﹤0.01% | 2929 |
|
2020
Q1 | $1.05M | Buy |
142,298
+8,942
| +7% | +$65.9K | ﹤0.01% | 2881 |
|
2019
Q4 | $1.41M | Buy |
133,356
+6,623
| +5% | +$69.8K | ﹤0.01% | 2942 |
|
2019
Q3 | $1.28M | Buy |
126,733
+6,815
| +6% | +$68.7K | ﹤0.01% | 2959 |
|
2019
Q2 | $1.23M | Buy |
119,918
+45,944
| +62% | +$470K | ﹤0.01% | 3009 |
|
2019
Q1 | $740K | Buy |
73,974
+43,105
| +140% | +$431K | ﹤0.01% | 3102 |
|
2018
Q4 | $282K | Buy |
+30,869
| New | +$282K | ﹤0.01% | 3234 |
|