Dimensional Fund Advisors’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $676K | Buy |
45,077
+1,628
| +4% | +$24.4K | ﹤0.01% | 2943 |
|
|
2025
Q1 | $583K | Buy |
43,449
+2,493
| +6% | +$33.5K | ﹤0.01% | 2982 |
|
|
2024
Q4 | $528K | Buy |
40,956
+2,125
| +5% | +$27.4K | ﹤0.01% | 3030 |
|
|
2024
Q3 | $510K | Buy |
38,831
+5,455
| +16% | +$71.6K | ﹤0.01% | 3037 |
|
|
2024
Q2 | $419K | Buy |
33,376
+2,575
| +8% | +$32.3K | ﹤0.01% | 3052 |
|
|
2024
Q1 | $446K | Hold |
30,801
| – | – | ﹤0.01% | 3062 |
|
|
2023
Q4 | $392K | Hold |
30,801
| – | – | ﹤0.01% | 3079 |
|
|
2023
Q3 | $356K | Hold |
30,801
| – | – | ﹤0.01% | 3109 |
|
|
2023
Q2 | $368K | Hold |
30,801
| – | – | ﹤0.01% | 3128 |
|
|
2023
Q1 | $447K | Buy |
30,801
+1,274
| +4% | +$18.5K | ﹤0.01% | 3051 |
|
|
2022
Q4 | $436 | Buy |
29,527
+88
| +0.3% | +$1 | ﹤0.01% | 3062 |
|
|
2022
Q3 | $473K | Buy |
29,439
+2,259
| +8% | +$36.3K | ﹤0.01% | 3056 |
|
|
2022
Q2 | $446K | Buy |
27,180
+12
| +0% | +$197 | ﹤0.01% | 3091 |
|
|
2022
Q1 | $490K | Buy |
27,168
+617
| +2% | +$11.1K | ﹤0.01% | 3156 |
|
|
2021
Q4 | $442K | Buy |
26,551
+139
| +0.5% | +$2.31K | ﹤0.01% | 3193 |
|
|
2021
Q3 | $379K | Buy |
26,412
+83
| +0.3% | +$1.19K | ﹤0.01% | 3235 |
|
|
2021
Q2 | $386K | Buy |
26,329
+2,988
| +13% | +$43.8K | ﹤0.01% | 3213 |
|
|
2021
Q1 | $334K | Hold |
23,341
| – | – | ﹤0.01% | 3211 |
|
|
2020
Q4 | $308K | Hold |
23,341
| – | – | ﹤0.01% | 3171 |
|
|
2020
Q3 | $293K | Hold |
23,341
| – | – | ﹤0.01% | 3159 |
|
|
2020
Q2 | $269K | Hold |
23,341
| – | – | ﹤0.01% | 3183 |
|
|
2020
Q1 | $257K | Buy |
23,341
+1,980
| +9% | +$21.8K | ﹤0.01% | 3172 |
|
|
2019
Q4 | $305K | Buy |
21,361
+852
| +4% | +$12.2K | ﹤0.01% | 3211 |
|
|
2019
Q3 | $229K | Buy |
20,509
+1,200
| +6% | +$13.4K | ﹤0.01% | 3261 |
|
|
2019
Q2 | $218K | Hold |
19,309
| – | – | ﹤0.01% | 3307 |
|
|
2019
Q1 | $210K | Buy |
19,309
+2,395
| +14% | +$26K | ﹤0.01% | 3299 |
|
|
2018
Q4 | $189K | Buy |
+16,914
| New | +$189K | ﹤0.01% | 3295 |
|