Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 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 |
|---|---|---|---|---|
| MGIC INVESTMENT CORP | 24,867 | reported | 22 Jan 2004 | tx 1−723 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND II | 20,798 | reported | 01 Oct 2021 | tx 2+20,798 |
| NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND | 13,892 | reported | 01 Oct 2021 | tx 2+13,892 |
| Virtus Dividend, Interest & Premium Strategy Fund | 7,207 | reported | 01 Oct 2021 | tx 2+7,207 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 4,050 | reported | 01 Oct 2021 | tx 2+4,050 |
| CoastalSouth Bancshares, Inc. | 1,189 | reported | 11 Feb 2026 | tx 2+11,189 |
| Nicholas-Applegate Equity & Convertible Income Fund | 1,000 | reported | 20 Dec 2017 | tx 1+500 |
| SYKES ENTERPRISES INC | 0 | reported | 27 Aug 2021 | tx 94+61,805−74,601 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 11 Feb 2026 | GRANT_AWARD | CoastalSouth Bancshares, Inc. | 1,189 | — | deriv |
| 02 Jul 2025 | PURCHASE | CoastalSouth Bancshares, Inc. | 10,000 | 21.50 USD | first after silence |
| 01 Oct 2021 | PURCHASE | Virtus Dividend, Interest & Premium Strategy Fund | 6,207 | 14.76 USD | |
| 01 Oct 2021 | PURCHASE | NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND | 12,892 | 5.94 USD | first after silence |
| 01 Oct 2021 | PURCHASE | Virtus Artificial Intelligence & Technology Opportunities Fund | 2,050 | 26.83 USD | |
| 01 Oct 2021 | PURCHASE | NICHOLAS APPLEGATE CONVERTIBLE & INCOME FUND II | 19,798 | 5.18 USD | |
| 27 Aug 2021 | OTHER | SYKES ENTERPRISES INC | 49,849 | 0.00 USD | |
| 19 May 2021 | GRANT_AWARD | SYKES ENTERPRISES INC | 694 | 41.43 USD | |
| 16 Feb 2021 | GRANT_AWARD | SYKES ENTERPRISES INC | 1,000 | 42.86 USD | |
| 13 Nov 2020 | GRANT_AWARD | SYKES ENTERPRISES INC | 1,000 | 37.20 USD | |
| 14 Aug 2020 | GIFT | SYKES ENTERPRISES INC | 1,450 | — | |
| 13 Aug 2020 | GRANT_AWARD | SYKES ENTERPRISES INC | 1,000 | 34.36 USD | |
| 13 May 2020 | GRANT_AWARD | SYKES ENTERPRISES INC | 1,000 | 25.00 USD | |
| 21 Feb 2020 | GRANT_AWARD | SYKES ENTERPRISES INC | 983 | 35.95 USD | |
| 26 Dec 2019 | PURCHASE | Virtus Artificial Intelligence & Technology Opportunities Fund | 2,000 | 19.98 USD | first after silence |
| 21 Nov 2019 | GRANT_AWARD | SYKES ENTERPRISES INC | 984 | 35.27 USD | |
| 21 Aug 2019 | GRANT_AWARD | SYKES ENTERPRISES INC | 984 | 28.89 USD | |
| 21 May 2019 | GRANT_AWARD | SYKES ENTERPRISES INC | 984 | 25.41 USD | |
| 25 Feb 2019 | GRANT_AWARD | SYKES ENTERPRISES INC | 904 | 31.10 USD | |
| 23 Nov 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 903 | 26.82 USD | |
| 23 Aug 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 903 | 29.31 USD | |
| 23 May 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 903 | 27.68 USD | |
| 23 May 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 1 | 27.68 USD | |
| 26 Feb 2018 | GRANT_AWARD | SYKES ENTERPRISES INC | 759 | 30.37 USD | |
| 20 Dec 2017 | PURCHASE | Virtus Dividend, Interest & Premium Strategy Fund | 1,000 | 13.36 USD | first after silence |
4 purchases reported after at least 12 months of silence — most recent on 02 Jul 2025.