Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 22 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 | 4,114.74 | reported | 30 Oct 2025 | tx 42+330,410.75−345 |
| Community West Bancshares | 1,451 | reported | 06 May 2026 | tx 1+1,451 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 May 2026 | GRANT_AWARD | Community West Bancshares | 1,451 | 0.00 USD | deriv |
| 04 Aug 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 128.39 | 8.73 USD | |
| 06 May 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 123.96 | 8.93 USD | |
| 30 Oct 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 124.4 | 9.14 USD | |
| 28 Oct 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 1,385 | 0.00 USD | |
| 07 Aug 2025 | PURCHASE | UNITED SECURITY BANCSHARES | 55,814 | 8.34 USD | |
| 28 Jan 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 5,000 | 0.00 USD | |
| 28 Jan 2025 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 482 | 0.00 USD | |
| 17 Dec 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 126 | 0.00 USD | |
| 24 Sept 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 344 | 0.00 USD | |
| 24 Jul 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 140,384 | 7.96 USD | |
| 25 Jun 2024 | GRANT_AWARD | UNITED SECURITY BANCSHARES | 534 | 7.20 USD | |
| 11 Jun 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 8,255 | 7.20 USD | |
| 06 Jun 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 4,543 | 7.25 USD | |
| 05 Jun 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 707 | 7.25 USD | |
| 04 Jun 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 839 | 7.25 USD | |
| 03 Jun 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 252 | 7.25 USD | |
| 29 May 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 2,344 | 7.25 USD | |
| 30 May 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 1,315 | 7.25 USD | |
| 30 May 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | 0.00 USD | |
| 17 May 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 1,090 | 7.25 USD | |
| 20 May 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | 0.00 USD | |
| 13 May 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | 0.00 USD | |
| 13 May 2024 | PURCHASE | UNITED SECURITY BANCSHARES | 830 | 7.25 USD | |
| 10 May 2024 | OTHER | UNITED SECURITY BANCSHARES | 0 | 0.00 USD |