Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 31 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 |
|---|---|---|---|---|
| SOUTHERN FIRST BANCSHARES INC | 49,661 | reported | 10 Dec 2025 | tx 66+36,242−14,076 |
| YOUNG AMERICA INDUSTRIES INC | 20,860 | reported | 21 Dec 2007 | tx 5+3,390 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | GRANT_AWARD | SOUTHERN FIRST BANCSHARES INC | 310 | 0.00 USD | |
| 10 Dec 2025 | SALE | SOUTHERN FIRST BANCSHARES INC | 1,000 | 53.29 USD | |
| 03 Nov 2025 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 43.50 USD | |
| 31 Oct 2025 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 100 | 44.00 USD | first after silence |
| 01 Jun 2025 | GRANT_AWARD | SOUTHERN FIRST BANCSHARES INC | 485 | 0.00 USD | |
| 20 Dec 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 34.50 USD | |
| 22 Nov 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 29.25 USD | |
| 31 Oct 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 27.00 USD | |
| 26 Oct 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 27.21 USD | |
| 25 Oct 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 250 | 25.49 USD | |
| 19 Sept 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 150 | 26.96 USD | |
| 09 Aug 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 150 | 29.35 USD | |
| 02 Aug 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 100 | 29.42 USD | |
| 22 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 23 | 25.58 USD | |
| 22 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 177 | 25.40 USD | |
| 22 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 100 | 25.56 USD | |
| 21 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 300 | 25.40 USD | |
| 23 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 100 | 25.00 USD | |
| 20 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 100 | 25.83 USD | |
| 06 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 26.71 USD | |
| 05 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 25.00 USD | |
| 01 Jun 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 200 | 23.90 USD | |
| 31 May 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 250 | 23.12 USD | |
| 13 Mar 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 500 | 33.69 USD | |
| 30 Jan 2023 | PURCHASE | SOUTHERN FIRST BANCSHARES INC | 500 | 41.00 USD |
6 purchases reported after at least 12 months of silence — most recent on 31 Oct 2025.