Dimensional Fund Advisors’s Sound Financial Bancorp SFBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $901K | Buy |
19,588
+1,160
| +6% | +$53.4K | ﹤0.01% | 2905 |
|
|
2025
Q1 | $924K | Buy |
18,428
+412
| +2% | +$20.7K | ﹤0.01% | 2897 |
|
|
2024
Q4 | $949K | Buy |
18,016
+435
| +2% | +$22.9K | ﹤0.01% | 2926 |
|
|
2024
Q3 | $941K | Buy |
17,581
+770
| +5% | +$41.2K | ﹤0.01% | 2921 |
|
|
2024
Q2 | $739K | Buy |
16,811
+1,122
| +7% | +$49.3K | ﹤0.01% | 2958 |
|
|
2024
Q1 | $630K | Buy |
15,689
+316
| +2% | +$12.7K | ﹤0.01% | 3002 |
|
|
2023
Q4 | $600K | Buy |
15,373
+538
| +4% | +$21K | ﹤0.01% | 3011 |
|
|
2023
Q3 | $545K | Buy |
14,835
+1,157
| +8% | +$42.5K | ﹤0.01% | 3035 |
|
|
2023
Q2 | $489K | Buy |
13,678
+597
| +5% | +$21.3K | ﹤0.01% | 3067 |
|
|
2023
Q1 | $484K | Buy |
13,081
+330
| +3% | +$12.2K | ﹤0.01% | 3039 |
|
|
2022
Q4 | $516 | Hold |
12,751
| – | – | ﹤0.01% | 3031 |
|
|
2022
Q3 | $517K | Buy |
12,751
+1
| +0% | +$41 | ﹤0.01% | 3037 |
|
|
2022
Q2 | $484K | Hold |
12,750
| – | – | ﹤0.01% | 3071 |
|
|
2022
Q1 | $486K | Hold |
12,750
| – | – | ﹤0.01% | 3157 |
|
|
2021
Q4 | $561K | Hold |
12,750
| – | – | ﹤0.01% | 3140 |
|
|
2021
Q3 | $574K | Hold |
12,750
| – | – | ﹤0.01% | 3152 |
|
|
2021
Q2 | $553K | Buy |
12,750
+100
| +0.8% | +$4.34K | ﹤0.01% | 3146 |
|
|
2021
Q1 | $527K | Buy |
12,650
+600
| +5% | +$25K | ﹤0.01% | 3131 |
|
|
2020
Q4 | $383K | Hold |
12,050
| – | – | ﹤0.01% | 3139 |
|
|
2020
Q3 | $353K | Hold |
12,050
| – | – | ﹤0.01% | 3126 |
|
|
2020
Q2 | $286K | Hold |
12,050
| – | – | ﹤0.01% | 3173 |
|
|
2020
Q1 | $257K | Hold |
12,050
| – | – | ﹤0.01% | 3171 |
|
|
2019
Q4 | $434K | Buy |
12,050
+300
| +3% | +$10.8K | ﹤0.01% | 3151 |
|
|
2019
Q3 | $423K | Buy |
11,750
+300
| +3% | +$10.8K | ﹤0.01% | 3171 |
|
|
2019
Q2 | $391K | Buy |
11,450
+200
| +2% | +$6.83K | ﹤0.01% | 3233 |
|
|
2019
Q1 | $382K | Buy |
11,250
+4,163
| +59% | +$141K | ﹤0.01% | 3208 |
|
|
2018
Q4 | $231K | Buy |
7,087
+707
| +11% | +$23K | ﹤0.01% | 3264 |
|
|
2018
Q3 | $252K | Buy |
6,380
+728
| +13% | +$28.8K | ﹤0.01% | 3280 |
|
|
2018
Q2 | $220K | Buy |
+5,652
| New | +$220K | ﹤0.01% | 3238 |
|