SVT
Dimensional Fund Advisors’s Servotronics SVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.72M | Sell |
58,005
-357
| -0.6% | -$16.8K | ﹤0.01% | 2683 |
|
|
2025
Q1 | $619K | Hold |
58,362
| – | – | ﹤0.01% | 2968 |
|
|
2024
Q4 | $647K | Hold |
58,362
| – | – | ﹤0.01% | 2994 |
|
|
2024
Q3 | $659K | Buy |
58,362
+1,491
| +3% | +$16.8K | ﹤0.01% | 2983 |
|
|
2024
Q2 | $677K | Sell |
56,871
-464
| -0.8% | -$5.52K | ﹤0.01% | 2977 |
|
|
2024
Q1 | $788K | Hold |
57,335
| – | – | ﹤0.01% | 2959 |
|
|
2023
Q4 | $717K | Hold |
57,335
| – | – | ﹤0.01% | 2987 |
|
|
2023
Q3 | $631K | Hold |
57,335
| – | – | ﹤0.01% | 3016 |
|
|
2023
Q2 | $788K | Sell |
57,335
-2,279
| -4% | -$31.3K | ﹤0.01% | 2969 |
|
|
2023
Q1 | $632K | Sell |
59,614
-1,105
| -2% | -$11.7K | ﹤0.01% | 2995 |
|
|
2022
Q4 | $641 | Hold |
60,719
| – | – | ﹤0.01% | 2996 |
|
|
2022
Q3 | $684K | Buy |
60,719
+231
| +0.4% | +$2.6K | ﹤0.01% | 2979 |
|
|
2022
Q2 | $681K | Hold |
60,488
| – | – | ﹤0.01% | 2998 |
|
|
2022
Q1 | $886K | Sell |
60,488
-1,563
| -3% | -$22.9K | ﹤0.01% | 3020 |
|
|
2021
Q4 | $787K | Sell |
62,051
-3,662
| -6% | -$46.4K | ﹤0.01% | 3078 |
|
|
2021
Q3 | $763K | Sell |
65,713
-3,356
| -5% | -$39K | ﹤0.01% | 3095 |
|
|
2021
Q2 | $590K | Hold |
69,069
| – | – | ﹤0.01% | 3130 |
|
|
2021
Q1 | $592K | Hold |
69,069
| – | – | ﹤0.01% | 3110 |
|
|
2020
Q4 | $586K | Sell |
69,069
-3,419
| -5% | -$29K | ﹤0.01% | 3068 |
|
|
2020
Q3 | $565K | Hold |
72,488
| – | – | ﹤0.01% | 3039 |
|
|
2020
Q2 | $551K | Hold |
72,488
| – | – | ﹤0.01% | 3061 |
|
|
2020
Q1 | $492K | Hold |
72,488
| – | – | ﹤0.01% | 3056 |
|
|
2019
Q4 | $729K | Hold |
72,488
| – | – | ﹤0.01% | 3078 |
|
|
2019
Q3 | $718K | Sell |
72,488
-1,000
| -1% | -$9.91K | ﹤0.01% | 3082 |
|
|
2019
Q2 | $705K | Hold |
73,488
| – | – | ﹤0.01% | 3126 |
|
|
2019
Q1 | $895K | Hold |
73,488
| – | – | ﹤0.01% | 3059 |
|
|
2018
Q4 | $731K | Hold |
73,488
| – | – | ﹤0.01% | 3085 |
|
|
2018
Q3 | $797K | Sell |
73,488
-339
| -0.5% | -$3.68K | ﹤0.01% | 3114 |
|
|
2018
Q2 | $676K | Sell |
73,827
-788
| -1% | -$7.22K | ﹤0.01% | 3076 |
|
|
2018
Q1 | $739K | Sell |
74,615
-500
| -0.7% | -$4.95K | ﹤0.01% | 3053 |
|
|
2017
Q4 | $836K | Sell |
75,115
-639
| -0.8% | -$7.11K | ﹤0.01% | 3024 |
|
|
2017
Q3 | $649K | Sell |
75,754
-517
| -0.7% | -$4.43K | ﹤0.01% | 3068 |
|
|
2017
Q2 | $715K | Hold |
76,271
| – | – | ﹤0.01% | 3044 |
|
|
2017
Q1 | $847K | Sell |
76,271
-5,255
| -6% | -$58.4K | ﹤0.01% | 3008 |
|
|
2016
Q4 | $821K | Sell |
81,526
-1,300
| -2% | -$13.1K | ﹤0.01% | 3005 |
|
|
2016
Q3 | $919K | Sell |
82,826
-920
| -1% | -$10.2K | ﹤0.01% | 2957 |
|
|
2016
Q2 | $818K | Hold |
83,746
| – | – | ﹤0.01% | 2966 |
|
|
2016
Q1 | $621K | Hold |
83,746
| – | – | ﹤0.01% | 3012 |
|
|
2015
Q4 | $679K | Hold |
83,746
| – | – | ﹤0.01% | 3034 |
|
|
2015
Q3 | $597K | Hold |
83,746
| – | – | ﹤0.01% | 3089 |
|
|
2015
Q2 | $560K | Buy |
83,746
+75
| +0.1% | +$502 | ﹤0.01% | 3123 |
|
|
2015
Q1 | $576K | Hold |
83,671
| – | – | ﹤0.01% | 3086 |
|
|
2014
Q4 | $543K | Hold |
83,671
| – | – | ﹤0.01% | 3125 |
|
|
2014
Q3 | $647K | Hold |
83,671
| – | – | ﹤0.01% | 3106 |
|
|
2014
Q2 | $589K | Sell |
83,671
-100
| -0.1% | -$704 | ﹤0.01% | 3155 |
|
|
2014
Q1 | $627K | Hold |
83,771
| – | – | ﹤0.01% | 3144 |
|
|
2013
Q4 | $679K | Sell |
83,771
-1,695
| -2% | -$13.7K | ﹤0.01% | 3122 |
|
|
2013
Q3 | $758K | Hold |
85,466
| – | – | ﹤0.01% | 3091 |
|
|
2013
Q2 | $667K | Buy |
+85,466
| New | +$667K | ﹤0.01% | 3106 |
|