Dimensional Fund Advisors’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
79,749
+3,501
| +5% | +$38K | ﹤0.01% | 2911 |
|
|
2025
Q1 | $704K | Buy |
76,248
+3,350
| +5% | +$30.9K | ﹤0.01% | 2949 |
|
|
2024
Q4 | $557K | Hold |
72,898
| – | – | ﹤0.01% | 3015 |
|
|
2024
Q3 | $616K | Buy |
72,898
+6,729
| +10% | +$56.9K | ﹤0.01% | 3005 |
|
|
2024
Q2 | $625K | Sell |
66,169
-1,764
| -3% | -$16.7K | ﹤0.01% | 2993 |
|
|
2024
Q1 | $737K | Hold |
67,933
| – | – | ﹤0.01% | 2972 |
|
|
2023
Q4 | $815K | Buy |
67,933
+1,112
| +2% | +$13.3K | ﹤0.01% | 2963 |
|
|
2023
Q3 | $1.1M | Buy |
66,821
+1,721
| +3% | +$28.3K | ﹤0.01% | 2896 |
|
|
2023
Q2 | $984K | Buy |
65,100
+1,708
| +3% | +$25.8K | ﹤0.01% | 2935 |
|
|
2023
Q1 | $879K | Buy |
63,392
+960
| +2% | +$13.3K | ﹤0.01% | 2925 |
|
|
2022
Q4 | $987 | Buy |
62,432
+25
| +0% | – | ﹤0.01% | 2901 |
|
|
2022
Q3 | $905K | Sell |
62,407
-869
| -1% | -$12.6K | ﹤0.01% | 2906 |
|
|
2022
Q2 | $963K | Hold |
63,276
| – | – | ﹤0.01% | 2925 |
|
|
2022
Q1 | $1.08M | Hold |
63,276
| – | – | ﹤0.01% | 2976 |
|
|
2021
Q4 | $954K | Buy |
63,276
+781
| +1% | +$11.8K | ﹤0.01% | 3038 |
|
|
2021
Q3 | $1.13M | Sell |
62,495
-1,048
| -2% | -$18.9K | ﹤0.01% | 3023 |
|
|
2021
Q2 | $898K | Buy |
63,543
+165
| +0.3% | +$2.33K | ﹤0.01% | 3051 |
|
|
2021
Q1 | $936K | Buy |
63,378
+587
| +0.9% | +$8.67K | ﹤0.01% | 3029 |
|
|
2020
Q4 | $756K | Sell |
62,791
-319
| -0.5% | -$3.84K | ﹤0.01% | 3031 |
|
|
2020
Q3 | $640K | Hold |
63,110
| – | – | ﹤0.01% | 3015 |
|
|
2020
Q2 | $557K | Sell |
63,110
-1,284
| -2% | -$11.3K | ﹤0.01% | 3057 |
|
|
2020
Q1 | $468K | Hold |
64,394
| – | – | ﹤0.01% | 3066 |
|
|
2019
Q4 | $759K | Hold |
64,394
| – | – | ﹤0.01% | 3065 |
|
|
2019
Q3 | $689K | Hold |
64,394
| – | – | ﹤0.01% | 3088 |
|
|
2019
Q2 | $644K | Hold |
64,394
| – | – | ﹤0.01% | 3146 |
|
|
2019
Q1 | $678K | Hold |
64,394
| – | – | ﹤0.01% | 3112 |
|
|
2018
Q4 | $689K | Buy |
64,394
+2,268
| +4% | +$24.3K | ﹤0.01% | 3095 |
|
|
2018
Q3 | $867K | Buy |
62,126
+110
| +0.2% | +$1.54K | ﹤0.01% | 3093 |
|
|
2018
Q2 | $871K | Buy |
62,016
+5,486
| +10% | +$77.1K | ﹤0.01% | 3045 |
|
|
2018
Q1 | $689K | Buy |
56,530
+9,164
| +19% | +$112K | ﹤0.01% | 3061 |
|
|
2017
Q4 | $551K | Buy |
47,366
+1,430
| +3% | +$16.6K | ﹤0.01% | 3084 |
|
|
2017
Q3 | $518K | Hold |
45,936
| – | – | ﹤0.01% | 3102 |
|
|
2017
Q2 | $543K | Buy |
45,936
+891
| +2% | +$10.5K | ﹤0.01% | 3078 |
|
|
2017
Q1 | $532K | Buy |
45,045
+1,336
| +3% | +$15.8K | ﹤0.01% | 3082 |
|
|
2016
Q4 | $477K | Hold |
43,709
| – | – | ﹤0.01% | 3101 |
|
|
2016
Q3 | $432K | Hold |
43,709
| – | – | ﹤0.01% | 3089 |
|
|
2016
Q2 | $425K | Buy |
43,709
+418
| +1% | +$4.06K | ﹤0.01% | 3077 |
|
|
2016
Q1 | $429K | Hold |
43,291
| – | – | ﹤0.01% | 3072 |
|
|
2015
Q4 | $430K | Hold |
43,291
| – | – | ﹤0.01% | 3121 |
|
|
2015
Q3 | $412K | Hold |
43,291
| – | – | ﹤0.01% | 3148 |
|
|
2015
Q2 | $413K | Buy |
43,291
+3,662
| +9% | +$34.9K | ﹤0.01% | 3167 |
|
|
2015
Q1 | $384K | Hold |
39,629
| – | – | ﹤0.01% | 3149 |
|
|
2014
Q4 | $395K | Buy |
39,629
+3,660
| +10% | +$36.5K | ﹤0.01% | 3171 |
|
|
2014
Q3 | $340K | Hold |
35,969
| – | – | ﹤0.01% | 3206 |
|
|
2014
Q2 | $345K | Buy |
35,969
+1,285
| +4% | +$12.3K | ﹤0.01% | 3243 |
|
|
2014
Q1 | $276K | Hold |
34,684
| – | – | ﹤0.01% | 3271 |
|
|
2013
Q4 | $266K | Hold |
34,684
| – | – | ﹤0.01% | 3262 |
|
|
2013
Q3 | $237K | Hold |
34,684
| – | – | ﹤0.01% | 3302 |
|
|
2013
Q2 | $234K | Buy |
+34,684
| New | +$234K | ﹤0.01% | 3294 |
|