Dimensional Fund Advisors’s Southwest Georgia Financial Corporation SGB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-37,163
| Closed | -$679K | – | 3427 |
|
|
2020
Q1 | $679K | Buy |
37,163
+2,585
| +7% | +$76.1K | ﹤0.01% | 2993 |
|
|
2019
Q4 | $1.21M | Hold |
34,578
| – | – | ﹤0.01% | 2966 |
|
|
2019
Q3 | $693K | Hold |
34,578
| – | – | ﹤0.01% | 3087 |
|
|
2019
Q2 | $721K | Hold |
34,578
| – | – | ﹤0.01% | 3120 |
|
|
2019
Q1 | $713K | Sell |
34,578
-451
| -1% | -$9.37K | ﹤0.01% | 3107 |
|
|
2018
Q4 | $710K | Buy |
35,029
+40
| +0.1% | +$911 | ﹤0.01% | 3088 |
|
|
2018
Q3 | $805K | Buy |
34,989
+2,459
| +8% | +$55.9K | ﹤0.01% | 3110 |
|
|
2018
Q2 | $738K | Buy |
32,530
+1,085
| +3% | +$23.7K | ﹤0.01% | 3069 |
|
|
2018
Q1 | $657K | Buy |
31,445
+300
| +1% | +$6.33K | ﹤0.01% | 3069 |
|
|
2017
Q4 | $747K | Buy |
31,145
+100
| +0.3% | +$2.08K | ﹤0.01% | 3040 |
|
|
2017
Q3 | $636K | Hold |
31,045
| – | – | ﹤0.01% | 3073 |
|
|
2017
Q2 | $613K | Hold |
31,045
| – | – | ﹤0.01% | 3064 |
|
|
2017
Q1 | $697K | Hold |
31,045
| – | – | ﹤0.01% | 3041 |
|
|
2016
Q4 | $613K | Hold |
31,045
| – | – | ﹤0.01% | 3056 |
|
|
2016
Q3 | $503K | Hold |
31,045
| – | – | ﹤0.01% | 3070 |
|
|
2016
Q2 | $454K | Hold |
31,045
| – | – | ﹤0.01% | 3071 |
|
|
2016
Q1 | $435K | Hold |
31,045
| – | – | ﹤0.01% | 3070 |
|
|
2015
Q4 | $481K | Hold |
31,045
| – | – | ﹤0.01% | 3101 |
|
|
2015
Q3 | $481K | Hold |
31,045
| – | – | ﹤0.01% | 3123 |
|
|
2015
Q2 | $458K | Buy |
31,045
+88
| +0.3% | +$1.23K | ﹤0.01% | 3150 |
|
|
2015
Q1 | $413K | Hold |
30,957
| – | – | ﹤0.01% | 3138 |
|
|
2014
Q4 | $422K | Buy |
30,957
+295
| +1% | +$4.13K | ﹤0.01% | 3159 |
|
|
2014
Q3 | $408K | Buy |
30,662
+1,655
| +6% | +$23.4K | ﹤0.01% | 3181 |
|
|
2014
Q2 | $401K | Hold |
29,007
| – | – | ﹤0.01% | 3219 |
|
|
2014
Q1 | $385K | Hold |
29,007
| – | – | ﹤0.01% | 3230 |
|
|
2013
Q4 | $336K | Sell |
29,007
-100
| -0.3% | -$1.02K | ﹤0.01% | 3228 |
|
|
2013
Q3 | $287K | Hold |
29,107
| – | – | ﹤0.01% | 3273 |
|
|
2013
Q2 | $285K | Buy |
+29,107
| New | +$289K | ﹤0.01% | 3261 |
|
Dimensional Fund Advisors's SGB Position: Q2 2020 in Review
Dimensional Fund Advisors sold out of Southwest Georgia Financial Corporation (SGB) in Q2 2020, closing a stake of 37,163 shares — an estimated $679K sold.
Dimensional Fund Advisors first reported a position in SGB in Q2 2013 and held it in 28 quarters. The position peaked at $1.21M in Q4 2019. 0 funds tracked by Wall St. Rank hold SGB as of Q2 2020.
- Dimensional Fund Advisors reported no remaining Southwest Georgia Financial Corporation position as of Q2 2020 after selling out during the quarter.
- Dimensional Fund Advisors sold 37,163 Southwest Georgia Financial Corporation shares in Q2 2020, an estimated $679K.
- Dimensional Fund Advisors first reported a position in Southwest Georgia Financial Corporation in Q2 2013 and held it in 28 quarters.
- Dimensional Fund Advisors's Southwest Georgia Financial Corporation position peaked at $1.21M in Q4 2019.
- 0 funds tracked by Wall St. Rank held Southwest Georgia Financial Corporation as of Q2 2020.
Based on Dimensional Fund Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.