Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 39 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 |
|---|---|---|---|---|
| BLUE RIDGE BANKSHARES, INC. | 19,998,257 | reported | 28 Jun 2024 | tx 2+18,812,000−4,703 |
| LINKBANCORP, Inc. | 8,729,588 | reported | 13 Jun 2025 | tx 2+5,000 |
| Affinity Bancshares, Inc. | 772,016 | reported | 12 Apr 2023 | tx 39+121,231 |
| Village Bank & Trust Financial Corp. | 768,379 | reported | 14 Dec 2020 | tx 48+190,240−60 |
| SERVICE BANCORP INC | 167,043 | reported | 31 Dec 2008 | tx 17+9,000−24,420 |
| WAYNE SAVINGS BANCSHARES INC /DE/ | 10,204 | reported | 11 Aug 2003 | tx 2+14,285 |
| DELMAR BANCORP | 0 | reported | 30 Nov 2023 | tx 4+1,224−7,386,431 |
| TOWER BANCORP INC | 0 | reported | 17 Feb 2012 | tx 17+802,396−803,596 |
| FIRST CAPITAL BANCORP, INC. | 0 | reported | 01 Jan 2016 | tx 7+7,320,112−9,754,650 |
| FOUR OAKS FINCORP INC | 0 | reported | 01 Nov 2017 | tx 3+15,125,000−3,200,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 13 Jun 2025 | GRANT_AWARD | LINKBANCORP, Inc. | 3,000 | 0.00 USD | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 18,812,000 | — | |
| 28 Jun 2024 | CONVERSION | BLUE RIDGE BANKSHARES, INC. | 4,703 | 0.00 USD | deriv |
| 23 May 2024 | GRANT_AWARD | LINKBANCORP, Inc. | 2,000 | 0.00 USD | |
| 30 Nov 2023 | OTHER | DELMAR BANCORP | 7,386,431 | — | |
| 12 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 332 | 14.49 USD | |
| 10 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 104 | 14.51 USD | |
| 11 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 7,088 | 14.49 USD | |
| 04 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 27,500 | 14.50 USD | |
| 06 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 1,225 | 14.59 USD | |
| 05 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 1,569 | 14.49 USD | |
| 04 Apr 2023 | PURCHASE | Affinity Bancshares, Inc. | 10,883 | 14.49 USD | |
| 21 Mar 2023 | PURCHASE | Affinity Bancshares, Inc. | 6,085 | 14.05 USD | |
| 20 Mar 2023 | PURCHASE | Affinity Bancshares, Inc. | 1,740 | 13.62 USD | |
| 17 Mar 2023 | PURCHASE | Affinity Bancshares, Inc. | 334 | 13.51 USD | first after silence |
| 22 Mar 2023 | PURCHASE | Affinity Bancshares, Inc. | 839 | 14.39 USD | |
| 24 Nov 2021 | PURCHASE | Affinity Bancshares, Inc. | 1,000 | 14.90 USD | |
| 30 Nov 2021 | PURCHASE | Affinity Bancshares, Inc. | 4,000 | 14.71 USD | |
| 01 Dec 2021 | PURCHASE | Affinity Bancshares, Inc. | 3,900 | 14.77 USD | |
| 02 Dec 2021 | PURCHASE | Affinity Bancshares, Inc. | 1,856 | 14.78 USD | |
| 30 Aug 2021 | PURCHASE | Affinity Bancshares, Inc. | 415 | 13.87 USD | |
| 31 Aug 2021 | PURCHASE | Affinity Bancshares, Inc. | 300 | 13.89 USD | |
| 07 Oct 2021 | PURCHASE | Affinity Bancshares, Inc. | 1,522 | 13.86 USD | |
| 08 Oct 2021 | PURCHASE | Affinity Bancshares, Inc. | 81 | 13.86 USD | |
| 11 Oct 2021 | PURCHASE | Affinity Bancshares, Inc. | 1,417 | 14.10 USD |
5 purchases reported after at least 12 months of silence — most recent on 17 Mar 2023.