Dimensional Fund Advisors’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
186,608
+17,796
| +11% | +$340K | ﹤0.01% | 2614 |
|
|
2025
Q1 | $3.51M | Buy |
168,812
+3,980
| +2% | +$82.9K | ﹤0.01% | 2599 |
|
|
2024
Q4 | $3.45M | Buy |
164,832
+5,137
| +3% | +$107K | ﹤0.01% | 2645 |
|
|
2024
Q3 | $3.28M | Buy |
159,695
+1,387
| +0.9% | +$28.5K | ﹤0.01% | 2658 |
|
|
2024
Q2 | $2.22M | Sell |
158,308
-32
| -0% | -$448 | ﹤0.01% | 2738 |
|
|
2024
Q1 | $2.18M | Buy |
158,340
+903
| +0.6% | +$12.4K | ﹤0.01% | 2775 |
|
|
2023
Q4 | $2.4M | Buy |
157,437
+5,678
| +4% | +$86.5K | ﹤0.01% | 2757 |
|
|
2023
Q3 | $2.08M | Buy |
151,759
+1,794
| +1% | +$24.6K | ﹤0.01% | 2770 |
|
|
2023
Q2 | $1.9M | Sell |
149,965
-2,050
| -1% | -$26K | ﹤0.01% | 2800 |
|
|
2023
Q1 | $2.15M | Buy |
152,015
+1,084
| +0.7% | +$15.3K | ﹤0.01% | 2731 |
|
|
2022
Q4 | $2.53K | Buy |
150,931
+114
| +0.1% | +$2 | ﹤0.01% | 2663 |
|
|
2022
Q3 | $2.54M | Buy |
150,817
+2,074
| +1% | +$34.9K | ﹤0.01% | 2639 |
|
|
2022
Q2 | $2.57M | Buy |
148,743
+1,513
| +1% | +$26.1K | ﹤0.01% | 2665 |
|
|
2022
Q1 | $2.93M | Buy |
147,230
+638
| +0.4% | +$12.7K | ﹤0.01% | 2713 |
|
|
2021
Q4 | $2.72M | Sell |
146,592
-1,642
| -1% | -$30.4K | ﹤0.01% | 2765 |
|
|
2021
Q3 | $2.56M | Buy |
148,234
+5,078
| +4% | +$87.5K | ﹤0.01% | 2775 |
|
|
2021
Q2 | $2.52M | Buy |
143,156
+7,005
| +5% | +$123K | ﹤0.01% | 2814 |
|
|
2021
Q1 | $2.37M | Buy |
136,151
+16,041
| +13% | +$279K | ﹤0.01% | 2809 |
|
|
2020
Q4 | $2.09M | Buy |
120,110
+298
| +0.2% | +$5.19K | ﹤0.01% | 2796 |
|
|
2020
Q3 | $1.54M | Hold |
119,812
| – | – | ﹤0.01% | 2820 |
|
|
2020
Q2 | $1.9M | Buy |
119,812
+1,061
| +0.9% | +$16.8K | ﹤0.01% | 2771 |
|
|
2020
Q1 | $1.26M | Buy |
118,751
+1,292
| +1% | +$13.7K | ﹤0.01% | 2841 |
|
|
2019
Q4 | $2.2M | Sell |
117,459
-1,409
| -1% | -$26.4K | ﹤0.01% | 2834 |
|
|
2019
Q3 | $1.89M | Buy |
118,868
+675
| +0.6% | +$10.7K | ﹤0.01% | 2865 |
|
|
2019
Q2 | $1.85M | Hold |
118,193
| – | – | ﹤0.01% | 2919 |
|
|
2019
Q1 | $2.03M | Hold |
118,193
| – | – | ﹤0.01% | 2896 |
|
|
2018
Q4 | $1.85M | Buy |
118,193
+1,919
| +2% | +$30.1K | ﹤0.01% | 2891 |
|
|
2018
Q3 | $2.25M | Buy |
116,274
+1,953
| +2% | +$37.8K | ﹤0.01% | 2903 |
|
|
2018
Q2 | $2.21M | Buy |
114,321
+12,527
| +12% | +$242K | ﹤0.01% | 2861 |
|
|
2018
Q1 | $1.78M | Buy |
101,794
+15,134
| +17% | +$265K | ﹤0.01% | 2885 |
|
|
2017
Q4 | $1.53M | Buy |
86,660
+7,245
| +9% | +$128K | ﹤0.01% | 2908 |
|
|
2017
Q3 | $1.3M | Sell |
79,415
-994
| -1% | -$16.2K | ﹤0.01% | 2948 |
|
|
2017
Q2 | $1.3M | Buy |
80,409
+1,721
| +2% | +$27.8K | ﹤0.01% | 2933 |
|
|
2017
Q1 | $1.26M | Buy |
78,688
+3,501
| +5% | +$56K | ﹤0.01% | 2931 |
|
|
2016
Q4 | $1.15M | Hold |
75,187
| – | – | ﹤0.01% | 2936 |
|
|
2016
Q3 | $897K | Hold |
75,187
| – | – | ﹤0.01% | 2960 |
|
|
2016
Q2 | $778K | Hold |
75,187
| – | – | ﹤0.01% | 2974 |
|
|
2016
Q1 | $738K | Hold |
75,187
| – | – | ﹤0.01% | 2983 |
|
|
2015
Q4 | $798K | Hold |
75,187
| – | – | ﹤0.01% | 3006 |
|
|
2015
Q3 | $735K | Hold |
75,187
| – | – | ﹤0.01% | 3052 |
|
|
2015
Q2 | $758K | Buy |
75,187
+579
| +0.8% | +$5.84K | ﹤0.01% | 3071 |
|
|
2015
Q1 | $750K | Hold |
74,608
| – | – | ﹤0.01% | 3045 |
|
|
2014
Q4 | $665K | Buy |
74,608
+1,519
| +2% | +$13.5K | ﹤0.01% | 3089 |
|
|
2014
Q3 | $630K | Hold |
73,089
| – | – | ﹤0.01% | 3115 |
|
|
2014
Q2 | $583K | Hold |
73,089
| – | – | ﹤0.01% | 3158 |
|
|
2014
Q1 | $581K | Hold |
73,089
| – | – | ﹤0.01% | 3158 |
|
|
2013
Q4 | $549K | Hold |
73,089
| – | – | ﹤0.01% | 3158 |
|
|
2013
Q3 | $548K | Sell |
73,089
-105
| -0.1% | -$787 | ﹤0.01% | 3176 |
|
|
2013
Q2 | $531K | Buy |
+73,194
| New | +$531K | ﹤0.01% | 3162 |
|