Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| BayFirst Financial Corp. | 36,825.234 | reported | 15 May 2026 | tx 67+16,455.53−5,557.997 |
| COMMUNITY BANKS INC /PA/ | 0 | reported | 16 Nov 2007 | tx 24+36,674−114,716.33 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 31 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 May 2026 | TAX_WITHHOLDING | BayFirst Financial Corp. | 138 | 6.49 USD | |
| 19 Feb 2026 | OTHER | BayFirst Financial Corp. | 0.217 | 6.64 USD | |
| 15 May 2025 | GRANT_AWARD | BayFirst Financial Corp. | 625 | 15.20 USD | |
| 31 Dec 2024 | GRANT_AWARD | BayFirst Financial Corp. | 89.05 | 13.30 USD | |
| 23 Jan 2025 | TAX_WITHHOLDING | BayFirst Financial Corp. | 371 | 15.29 USD | |
| 31 Dec 2023 | GRANT_AWARD | BayFirst Financial Corp. | 166.62 | 13.05 USD | |
| 31 Jan 2024 | OTHER | BayFirst Financial Corp. | 183.73 | 11.43 USD | |
| 26 Jan 2024 | TAX_WITHHOLDING | BayFirst Financial Corp. | 1,303 | 11.35 USD | |
| 23 Jan 2024 | GRANT_AWARD | BayFirst Financial Corp. | 1,250 | 11.70 USD | |
| 31 Oct 2023 | OTHER | BayFirst Financial Corp. | 234.27 | 8.96 USD | |
| 01 Nov 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 10.45 USD | |
| 31 Oct 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 9.75 USD | |
| 31 Oct 2023 | PURCHASE | BayFirst Financial Corp. | 100 | 9.71 USD | |
| 31 Oct 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 9.76 USD | |
| 30 Sept 2023 | PURCHASE | BayFirst Financial Corp. | 25 | 1000.00 USD | deriv |
| 02 Aug 2023 | OTHER | BayFirst Financial Corp. | 160.37 | 13.10 USD | |
| 03 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 14.00 USD | |
| 03 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 25 | 14.52 USD | |
| 03 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 14.50 USD | |
| 02 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 100 | 14.52 USD | |
| 02 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 14.47 USD | |
| 01 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 25 | 14.23 USD | |
| 01 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 14.50 USD | |
| 01 Aug 2023 | PURCHASE | BayFirst Financial Corp. | 50 | 14.69 USD | |
| 20 Jun 2023 | PURCHASE | BayFirst Financial Corp. | 80 | 13.55 USD |
1 purchase reported after at least 12 months of silence — most recent on 22 Nov 2021.