Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 80,031 | reported | 02 Jan 2026 | tx 43+76,699 |
| RGC RESOURCES INC | 14,328.572 | reported | 01 May 2026 | tx 3+922.231 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | GRANT_AWARD | RGC RESOURCES INC | 214.481 | 24.40 USD | |
| 02 Mar 2026 | GRANT_AWARD | RGC RESOURCES INC | 236.7 | 22.11 USD | |
| 02 Feb 2026 | GRANT_AWARD | RGC RESOURCES INC | 471.05 | 22.22 USD | |
| 02 Jan 2026 | GRANT_AWARD | Atlantic Union Bankshares Corp | 992 | 0.00 USD | |
| 01 Oct 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 992 | 0.00 USD | |
| 08 Aug 2025 | PURCHASE | Atlantic Union Bankshares Corp | 1,441 | 31.49 USD | |
| 06 Aug 2025 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 31.79 USD | |
| 07 Aug 2025 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 31.54 USD | |
| 05 Aug 2025 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 31.32 USD | first after silence |
| 01 Jul 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 1,119 | 31.28 USD | |
| 01 Apr 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 1,124 | 31.14 USD | |
| 02 Jan 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 924 | 0.00 USD | |
| 01 Oct 2024 | GRANT_AWARD | Atlantic Union Bankshares Corp | 763 | 0.00 USD | |
| 01 Jul 2024 | GRANT_AWARD | Atlantic Union Bankshares Corp | 875 | 0.00 USD | |
| 06 Jun 2024 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 31.71 USD | first after silence |
| 07 Jun 2024 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 31.54 USD | |
| 10 Jun 2024 | PURCHASE | Atlantic Union Bankshares Corp | 4,467 | 30.85 USD | |
| 01 Apr 2024 | GRANT_AWARD | Atlantic Union Bankshares Corp | 814 | 0.00 USD | |
| 02 Jan 2024 | GRANT_AWARD | Atlantic Union Bankshares Corp | 787 | 0.00 USD | |
| 02 Oct 2023 | GRANT_AWARD | Atlantic Union Bankshares Corp | 912 | 0.00 USD | |
| 03 Jul 2023 | GRANT_AWARD | Atlantic Union Bankshares Corp | 1,012 | 0.00 USD | |
| 03 Apr 2023 | GRANT_AWARD | Atlantic Union Bankshares Corp | 749 | 0.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | Atlantic Union Bankshares Corp | 747 | 0.00 USD | |
| 14 Nov 2022 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 34.53 USD | |
| 11 Nov 2022 | PURCHASE | Atlantic Union Bankshares Corp | 5,000 | 35.03 USD |
3 purchases reported after at least 12 months of silence — most recent on 05 Aug 2025.