Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| NORTH EUROPEAN OIL ROYALTY TRUST | 250,000 | reported | 17 Mar 2026 | tx 9+25,000−25,000 |
| OneBeacon Insurance Group, Ltd. | 77,600 | reported | 22 May 2013 | tx 56+106,509.9−17,164.63 |
| Cushing Royalty & Income Fund | 0 | reported | 29 May 2020 | tx 75+119,304−368,804 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2026 | SALE | NORTH EUROPEAN OIL ROYALTY TRUST | 10,000 | 8.73 USD | |
| 17 Mar 2026 | SALE | NORTH EUROPEAN OIL ROYALTY TRUST | 15,000 | 8.55 USD | |
| 16 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 5,000 | 4.94 USD | |
| 14 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 5,000 | 4.96 USD | |
| 08 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 2,500 | 4.78 USD | |
| 08 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 2,500 | 4.87 USD | |
| 07 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 2,500 | 4.58 USD | |
| 07 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 2,500 | 4.58 USD | |
| 06 Jan 2025 | PURCHASE | NORTH EUROPEAN OIL ROYALTY TRUST | 5,000 | 4.77 USD | first after silence |
| 29 May 2020 | OTHER | Cushing Royalty & Income Fund | 368,804 | — | |
| 01 May 2018 | PURCHASE | Cushing Royalty & Income Fund | 5,000 | 9.53 USD | |
| 30 Apr 2018 | PURCHASE | Cushing Royalty & Income Fund | 1,391 | 9.55 USD | |
| 01 May 2018 | PURCHASE | Cushing Royalty & Income Fund | 3,000 | 9.55 USD | |
| 30 Apr 2018 | PURCHASE | Cushing Royalty & Income Fund | 5,000 | 9.51 USD | |
| 30 Apr 2018 | PURCHASE | Cushing Royalty & Income Fund | 2,500 | 9.56 USD | |
| 22 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 2,000 | 8.85 USD | |
| 22 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 500 | 8.99 USD | |
| 23 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 913 | 8.96 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 2,500 | 8.82 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 3,500 | 8.80 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 2,000 | 8.86 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 1,000 | 8.84 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 1,000 | 8.86 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 1,500 | 8.82 USD | |
| 21 Feb 2018 | PURCHASE | Cushing Royalty & Income Fund | 1,000 | 8.82 USD |
2 purchases reported after at least 12 months of silence — most recent on 06 Jan 2025.