Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 16 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 |
|---|---|---|---|---|
| UNITED SECURITY BANCSHARES | 89,011.83 | reported | 30 Oct 2025 | tx 111+82,299.76−95,045.54 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 116.58 | 8.93 USD | |
| 21 Jan 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 104.01 | 9.99 USD | |
| 30 Oct 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 116.74 | 9.14 USD | |
| 04 Aug 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 121.98 | 8.73 USD | |
| 28 Oct 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 2,804 | 0.00 USD | |
| 29 May 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 1,948.61 | 9.79 USD | |
| 28 Jan 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 10,000 | 0.00 USD | |
| 28 Jan 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,043 | 0.00 USD | |
| 01 Aug 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 125.76 | 8.10 USD | |
| 25 Oct 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 115.09 | 8.86 USD | |
| 17 Dec 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 610 | 0.00 USD | |
| 27 Nov 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 1,471.45 | 9.79 USD | |
| 24 Sept 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 744 | 0.00 USD | |
| 25 Jun 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,156 | 0.00 USD | |
| 27 Feb 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | 0.00 USD | |
| 27 Feb 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 2,842 | 0.00 USD | |
| 20 Feb 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 1,449 | 7.59 USD | |
| 20 Feb 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 06 Feb 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 06 Feb 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 0 | 7.19 USD | |
| 01 Dec 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 786 | — | |
| 01 Dec 2023 | OTHER | UNITED SECURITY BANCSHARES | 0 | — | |
| 01 Dec 2023 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 786 | — | deriv |
| 01 Dec 2023 | EXERCISE | UNITED SECURITY BANCSHARES | 786 | — | deriv |
| 14 Sept 2023 | PURCHASE | UNITED SECURITY BANCSHARES | 2,000 | 7.19 USD |
6 purchases reported after at least 12 months of silence — most recent on 14 Mar 2023.