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 | 26,924 | reported | 29 Aug 2025 | tx 63+25,360−5,133 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 29 Aug 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 1,388 | 26.13 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 829 | 26.09 USD | |
| 30 Jan 2025 | TAX_WITHHOLDING | Beacon Financial Corp | 68 | 29.15 USD | |
| 01 Apr 2024 | TAX_WITHHOLDING | Beacon Financial Corp | 1,858 | 22.25 USD | |
| 01 Apr 2024 | GRANT_AWARD | Beacon Financial Corp | 2,422 | 0.00 USD | |
| 30 Jan 2024 | TAX_WITHHOLDING | Beacon Financial Corp | 67 | 25.05 USD | |
| 15 May 2023 | PURCHASE | Beacon Financial Corp | 50 | 19.55 USD | |
| 15 May 2023 | PURCHASE | Beacon Financial Corp | 300 | 19.56 USD | first after silence |
| 15 May 2023 | PURCHASE | Beacon Financial Corp | 1,692 | 19.56 USD | |
| 15 May 2023 | PURCHASE | Beacon Financial Corp | 158 | 19.54 USD | |
| 15 May 2023 | PURCHASE | Beacon Financial Corp | 2,982 | 19.53 USD | |
| 15 May 2023 | PURCHASE | Beacon Financial Corp | 18 | 19.57 USD | |
| 01 Apr 2023 | GRANT_AWARD | Beacon Financial Corp | 2,906 | 0.00 USD | |
| 01 Apr 2023 | TAX_WITHHOLDING | Beacon Financial Corp | 532 | 25.06 USD | |
| 01 Apr 2022 | TAX_WITHHOLDING | Beacon Financial Corp | 391 | 28.82 USD | |
| 30 Jan 2023 | GRANT_AWARD | Beacon Financial Corp | 1,153 | 0.00 USD | |
| 01 Apr 2022 | GRANT_AWARD | Beacon Financial Corp | 2,429 | 0.00 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 100 | 22.66 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 100 | 22.64 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 200 | 22.63 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 90 | 22.60 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 100 | 22.60 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 210 | 22.59 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 1,438 | 22.58 USD | |
| 03 May 2021 | PURCHASE | Beacon Financial Corp | 317 | 22.56 USD |
1 purchase reported after at least 12 months of silence — most recent on 15 May 2023.