Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 75 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 |
|---|---|---|---|---|
| CITIZENS FINANCIAL SERVICES INC | 37,074 | reported | 05 Oct 2023 | tx 21+2,421−16,940 |
| HV Bancorp, Inc. | 0 | reported | 16 Jun 2023 | tx 236+228,879−120,044 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 05 Oct 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,193 | 45.25 USD | |
| 05 Oct 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,000 | 45.35 USD | |
| 05 Oct 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,000 | 45.47 USD | |
| 05 Oct 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,940 | 45.46 USD | |
| 04 Oct 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,324 | 46.44 USD | |
| 29 Sept 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 535 | 49.00 USD | |
| 18 Sept 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 9 | 51.50 USD | anomaly |
| 18 Sept 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,000 | 51.00 USD | |
| 04 Oct 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 939 | 46.00 USD | |
| 18 Sept 2023 | SALE | CITIZENS FINANCIAL SERVICES INC | 1,000 | 51.00 USD | |
| 22 Aug 2023 | PURCHASE | CITIZENS FINANCIAL SERVICES INC | 1,421 | 52.38 USD | |
| 18 Aug 2023 | PURCHASE | CITIZENS FINANCIAL SERVICES INC | 641 | 52.25 USD | first after silence |
| 21 Aug 2023 | PURCHASE | CITIZENS FINANCIAL SERVICES INC | 359 | 52.75 USD | |
| 16 Jun 2023 | OTHER | HV Bancorp, Inc. | 79,606 | — | |
| 16 Jun 2023 | OTHER | HV Bancorp, Inc. | 22,130 | — | |
| 14 Jun 2023 | TAX_WITHHOLDING | HV Bancorp, Inc. | 9,736 | 34.90 USD | |
| 16 Jun 2023 | OTHER | HV Bancorp, Inc. | 1,638 | — | |
| 16 Jun 2023 | OTHER | HV Bancorp, Inc. | — | — | deriv |
| 22 Dec 2022 | EXERCISE | HV Bancorp, Inc. | 4,400 | 15.92 USD | |
| 22 Dec 2022 | TAX_WITHHOLDING | HV Bancorp, Inc. | 2,534 | 27.65 USD | |
| 22 Dec 2022 | EXERCISE | HV Bancorp, Inc. | 4,400 | 0.00 USD | deriv |
| 15 Jun 2022 | GRANT_AWARD | HV Bancorp, Inc. | 25,000 | 20.11 USD | |
| 20 May 2022 | PURCHASE | HV Bancorp, Inc. | 262 | 21.00 USD | |
| 19 May 2022 | PURCHASE | HV Bancorp, Inc. | 2 | 20.80 USD | anomaly |
| 18 May 2022 | PURCHASE | HV Bancorp, Inc. | 100 | 21.24 USD |
1 purchase reported after at least 12 months of silence — most recent on 18 Aug 2023.