Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 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 |
|---|---|---|---|---|
| FIRST INTERSTATE BANCSYSTEM INC | 10,915 | reported | 19 May 2011 | tx 26+30,938−7,997 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 4,284.47 | reported | 28 Apr 2016 | tx 77+55,823−87,735.94 |
| SIERRA BANCORP | 2,181 | reported | 13 Feb 2026 | tx 28+14,302.36−4,315.37 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Feb 2026 | SALE | SIERRA BANCORP | 250 | 37.52 USD | |
| 05 Feb 2026 | SALE | SIERRA BANCORP | 250 | 38.00 USD | |
| 05 Feb 2026 | SALE | SIERRA BANCORP | 500 | 37.90 USD | |
| 20 Nov 2025 | GRANT_AWARD | SIERRA BANCORP | 1,445 | 0.00 USD | |
| 31 Jul 2025 | SALE | SIERRA BANCORP | 976 | 29.25 USD | |
| 05 Mar 2025 | SALE | SIERRA BANCORP | 0.33 | 28.96 USD | anomaly |
| 04 Mar 2025 | SALE | SIERRA BANCORP | 0.04 | 29.60 USD | anomaly |
| 06 Feb 2025 | SALE | SIERRA BANCORP | 1,104 | 32.00 USD | |
| 21 Nov 2024 | GRANT_AWARD | SIERRA BANCORP | 1,261 | 0.00 USD | |
| 26 Jul 2024 | SALE | SIERRA BANCORP | 1,235 | 29.36 USD | |
| 09 May 2024 | PURCHASE | SIERRA BANCORP | 54.16 | 22.11 USD | first after silence |
| 16 Nov 2023 | GRANT_AWARD | SIERRA BANCORP | 2,120 | 0.00 USD | |
| 02 May 2023 | PURCHASE | SIERRA BANCORP | 98 | 15.53 USD | |
| 02 May 2023 | PURCHASE | SIERRA BANCORP | 2 | 15.50 USD | |
| 02 May 2023 | PURCHASE | SIERRA BANCORP | 900 | 15.55 USD | |
| 11 Aug 2022 | PURCHASE | SIERRA BANCORP | 12.21 | 22.31 USD | |
| 10 May 2022 | PURCHASE | SIERRA BANCORP | 42.56 | 21.80 USD | |
| 10 Feb 2022 | PURCHASE | SIERRA BANCORP | 34.18 | 26.92 USD | first after silence |
| 10 Nov 2022 | PURCHASE | SIERRA BANCORP | 42.72 | 22.17 USD | |
| 09 Feb 2023 | PURCHASE | SIERRA BANCORP | 45.69 | 20.95 USD | |
| 11 Aug 2022 | PURCHASE | SIERRA BANCORP | 42.02 | 22.31 USD | |
| 10 Nov 2022 | PURCHASE | SIERRA BANCORP | 12.42 | 22.17 USD | |
| 09 Feb 2023 | PURCHASE | SIERRA BANCORP | 25.4 | 24.95 USD | |
| 18 Nov 2022 | GRANT_AWARD | SIERRA BANCORP | 1,876 | 0.00 USD | |
| 19 Nov 2021 | GRANT_AWARD | SIERRA BANCORP | 1,104 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 09 May 2024.