Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BANK OF THE JAMES FINANCIAL GROUP INC | 18,190 | reported | 07 May 2026 | tx 10+16,012 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 buys in history.
1 purchase reported after at least 12 months of silence — most recent on 18 Nov 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 07 May 2026 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 1,000 | 23.40 USD | |
| 24 Nov 2025 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 1,014 | 16.65 USD | |
| 25 Nov 2025 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 100 | 17.59 USD | |
| 18 Nov 2025 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 589 | 16.75 USD | first after silence |
| 07 Feb 2024 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 400 | 12.00 USD | |
| 07 Feb 2024 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 1,600 | 11.88 USD | |
| 17 Nov 2023 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 300 | 9.85 USD | |
| 10 Nov 2023 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 567 | 9.85 USD | |
| 14 Nov 2023 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 1,942 | 9.85 USD | |
| 16 Feb 2023 | PURCHASE | BANK OF THE JAMES FINANCIAL GROUP INC | 8,500 | 13.20 USD |