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 |
|---|---|---|---|---|
| Affinity Bancshares, Inc. | 77,051 | reported | 01 Jul 2024 | tx 19+102,671−2,713 |
| Community First Bancshares, Inc. | 45,000 | reported | 30 Apr 2020 | tx 2+70,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jul 2024 | TAX_WITHHOLDING | Affinity Bancshares, Inc. | 2,713 | 21.07 USD | |
| 08 Aug 2023 | PURCHASE | Affinity Bancshares, Inc. | 1,500 | 14.44 USD | |
| 16 May 2023 | PURCHASE | Affinity Bancshares, Inc. | 1,000 | 12.10 USD | |
| 21 Mar 2023 | GRANT_AWARD | Affinity Bancshares, Inc. | 7,400 | 0.00 USD | |
| 21 Mar 2023 | GRANT_AWARD | Affinity Bancshares, Inc. | 5,000 | 0.00 USD | deriv |
| 14 Feb 2023 | PURCHASE | Affinity Bancshares, Inc. | 1,289 | 15.70 USD | |
| 14 Feb 2023 | PURCHASE | Affinity Bancshares, Inc. | 880 | 15.79 USD | |
| 14 Feb 2023 | PURCHASE | Affinity Bancshares, Inc. | 411 | 15.65 USD | |
| 14 Feb 2023 | PURCHASE | Affinity Bancshares, Inc. | 2,420 | 15.68 USD | first after silence |
| 01 Jul 2022 | GRANT_AWARD | Affinity Bancshares, Inc. | 29,600 | 0.00 USD | |
| 01 Jul 2022 | GRANT_AWARD | Affinity Bancshares, Inc. | 40,000 | 0.00 USD | deriv |
| 17 Nov 2021 | PURCHASE | Affinity Bancshares, Inc. | 871 | 14.85 USD | |
| 18 Nov 2021 | PURCHASE | Affinity Bancshares, Inc. | 1,900 | 14.89 USD | |
| 13 Aug 2021 | PURCHASE | Affinity Bancshares, Inc. | 200 | 13.28 USD | |
| 13 Aug 2021 | PURCHASE | Affinity Bancshares, Inc. | 44 | 13.23 USD | anomaly |
| 13 Aug 2021 | PURCHASE | Affinity Bancshares, Inc. | 1,800 | 13.26 USD | |
| 13 Aug 2021 | PURCHASE | Affinity Bancshares, Inc. | 956 | 13.29 USD | |
| 30 Apr 2020 | GRANT_AWARD | Community First Bancshares, Inc. | 25,000 | 0.00 USD | |
| 30 Apr 2020 | GRANT_AWARD | Community First Bancshares, Inc. | 45,000 | 0.00 USD | deriv |
1 purchase reported after at least 12 months of silence — most recent on 14 Feb 2023.