Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 25 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Beacon Financial Corp | 17,374 | reported | 04 Nov 2025 | tx 27+33,374 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Nov 2025 | PURCHASE | Beacon Financial Corp | 4,000 | 24.67 USD | first after silence |
| 30 Jan 2024 | GRANT_AWARD | Beacon Financial Corp | 2,595 | 0.00 USD | |
| 30 Jan 2024 | GRANT_AWARD | Beacon Financial Corp | 779 | 0.00 USD | |
| 08 Nov 2023 | PURCHASE | Beacon Financial Corp | 2,000 | 20.30 USD | |
| 08 Nov 2023 | PURCHASE | Beacon Financial Corp | 2,000 | 20.20 USD | |
| 08 Nov 2023 | PURCHASE | Beacon Financial Corp | 2,000 | 20.40 USD | |
| 07 Nov 2023 | PURCHASE | Beacon Financial Corp | 2,000 | 20.60 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 60 | 19.85 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 100 | 19.82 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 1,027 | 19.83 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 125 | 19.84 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 2,740 | 19.85 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 548 | 19.88 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 638 | 19.88 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 100 | 19.89 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 862 | 19.90 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 100 | 19.90 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 1,000 | 19.90 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 200 | 19.90 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 500 | 19.90 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 5,605 | 19.80 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 100 | 19.84 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 1,000 | 19.85 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 100 | 19.86 USD | |
| 20 Sept 2023 | PURCHASE | Beacon Financial Corp | 100 | 19.87 USD |
1 purchase reported after at least 12 months of silence — most recent on 04 Nov 2025.