Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 17 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 |
|---|---|---|---|---|
| Stellus Capital Investment Corp | 669,635.11 | reported | 16 Mar 2026 | tx 123+431,818 |
| Stellus Private Credit BDC | 34,301.07 | reported | 16 Dec 2025 | tx 8+19,356 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Mar 2026 | PURCHASE | Stellus Capital Investment Corp | 35,000 | 8.70 USD | |
| 16 Mar 2026 | PURCHASE | Stellus Capital Investment Corp | 1,700 | 8.45 USD | |
| 16 Dec 2025 | PURCHASE | Stellus Private Credit BDC | 1,075 | 15.26 USD | |
| 15 Sept 2025 | PURCHASE | Stellus Private Credit BDC | 2,255 | 15.29 USD | |
| 09 Dec 2024 | PURCHASE | Stellus Private Credit BDC | 3,512 | 15.05 USD | |
| 07 May 2024 | PURCHASE | Stellus Private Credit BDC | 2,901 | 15.26 USD | |
| 31 Jul 2023 | PURCHASE | Stellus Private Credit BDC | 1,155 | 14.98 USD | |
| 14 Mar 2023 | PURCHASE | Stellus Private Credit BDC | 806 | 14.64 USD | |
| 17 Aug 2022 | PURCHASE | Stellus Private Credit BDC | 3,831 | 14.72 USD | |
| 16 Jun 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 11.40 USD | |
| 16 Jun 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 11.49 USD | |
| 16 Jun 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 11.52 USD | |
| 16 Jun 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 11.48 USD | |
| 16 Jun 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 11.30 USD | |
| 16 Jun 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 11.48 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 12.68 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 30 | 12.70 USD | anomaly |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 12.66 USD | |
| 16 May 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 12.82 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 12.85 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 1,000 | 12.87 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 3,834 | 13.00 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 582 | 12.69 USD | |
| 18 May 2022 | PURCHASE | Stellus Capital Investment Corp | 388 | 12.69 USD | |
| 27 Apr 2022 | PURCHASE | Stellus Private Credit BDC | 3,821 | 14.76 USD | first after silence |
2 purchases reported after at least 12 months of silence — most recent on 27 Apr 2022.