Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 13 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 |
|---|---|---|---|---|
| Lake Shore Bancorp, Inc. /MD/ | 70,998 | reported | 18 Mar 2026 | tx 2+6,285−765 |
| LAKE SHORE BANCORP, INC. | 11,425 | reported | 12 Mar 2025 | tx 15+42,174 |
| CARDINAL FINANCIAL CORP | 100 | reported | 02 Aug 2004 | tx 1+100 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Mar 2026 | GRANT_AWARD | Lake Shore Bancorp, Inc. /MD/ | 6,285 | 0.00 USD | |
| 12 Mar 2026 | TAX_WITHHOLDING | Lake Shore Bancorp, Inc. /MD/ | 765 | 15.43 USD | |
| 12 Mar 2025 | GRANT_AWARD | LAKE SHORE BANCORP, INC. | 6,262 | 0.00 USD | |
| 23 Apr 2024 | GRANT_AWARD | LAKE SHORE BANCORP, INC. | 5,163 | 0.00 USD | |
| 01 Nov 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 7,000 | 10.17 USD | |
| 04 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 2,029 | 11.25 USD | |
| 01 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 88 | 11.25 USD | first after silence |
| 01 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 419 | 11.13 USD | |
| 01 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 300 | 11.12 USD | |
| 01 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 100 | 11.22 USD | |
| 01 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 100 | 11.16 USD | |
| 01 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 500 | 10.97 USD | |
| 03 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 19,465 | 11.50 USD | |
| 03 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 400 | 11.50 USD | |
| 02 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 50 | 11.25 USD | |
| 03 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 3 | 11.49 USD | |
| 03 May 2023 | PURCHASE | LAKE SHORE BANCORP, INC. | 295 | 11.40 USD | |
| 02 Aug 2004 | PURCHASE | CARDINAL FINANCIAL CORP | 100 | 9.71 USD |
1 purchase reported after at least 12 months of silence — most recent on 01 May 2023.