Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 11 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 |
|---|---|---|---|---|
| OLD POINT FINANCIAL CORP | 637,692 | reported | 06 Jun 2024 | tx 8+123,765 |
| EVANS BANCORP INC | 604,979 | reported | 04 Jun 2024 | tx 3+28,246 |
| BankFinancial CORP | 528,581 | reported | 27 Feb 2019 | tx 9+71,525−763,165 |
| CFS BANCORP INC | 17,500 | reported | 09 Nov 2011 | tx 2+8,500 |
| HF FINANCIAL CORP | 0 | reported | 16 May 2016 | tx 11+40,226−602,249 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 06 Jun 2024 | PURCHASE | OLD POINT FINANCIAL CORP | 3,803 | 14.78 USD | |
| 04 Jun 2024 | PURCHASE | EVANS BANCORP INC | 7,800 | 25.96 USD | |
| 29 May 2024 | PURCHASE | EVANS BANCORP INC | 20,146 | 25.82 USD | |
| 30 May 2024 | PURCHASE | EVANS BANCORP INC | 300 | 25.65 USD | |
| 28 May 2024 | PURCHASE | OLD POINT FINANCIAL CORP | 1,799 | 14.92 USD | |
| 14 May 2024 | PURCHASE | OLD POINT FINANCIAL CORP | 17,403 | 14.25 USD | first after silence |
| 15 May 2024 | PURCHASE | OLD POINT FINANCIAL CORP | 871 | 14.17 USD | |
| 04 Feb 2022 | PURCHASE | OLD POINT FINANCIAL CORP | 2,100 | 24.32 USD | first after silence |
| 10 Feb 2022 | PURCHASE | OLD POINT FINANCIAL CORP | 1,366 | 24.35 USD | |
| 10 Mar 2022 | PURCHASE | OLD POINT FINANCIAL CORP | 26,814 | 25.25 USD | |
| 23 Mar 2022 | PURCHASE | OLD POINT FINANCIAL CORP | 69,609 | 25.38 USD | |
| 27 Feb 2019 | OTHER | BankFinancial CORP | 65,000 | 15.36 USD | |
| 27 Feb 2019 | OTHER | BankFinancial CORP | 105,000 | 15.36 USD | |
| 27 Feb 2019 | OTHER | BankFinancial CORP | 381,000 | 15.36 USD | |
| 27 Feb 2019 | OTHER | BankFinancial CORP | 149,000 | 15.36 USD | |
| 27 Feb 2017 | EXERCISE | BankFinancial CORP | 35,000 | 11.99 USD | |
| 27 Feb 2017 | TAX_WITHHOLDING | BankFinancial CORP | 28,165 | 14.90 USD | |
| 27 Feb 2017 | EXERCISE | BankFinancial CORP | 35,000 | 0.00 USD | deriv |
| 16 May 2016 | OTHER | HF FINANCIAL CORP | 255,316 | — | |
| 16 May 2016 | OTHER | HF FINANCIAL CORP | 169,344 | — | |
| 16 May 2016 | OTHER | HF FINANCIAL CORP | 8,274 | — | |
| 16 May 2016 | OTHER | HF FINANCIAL CORP | 4,000 | — | |
| 16 May 2016 | OTHER | HF FINANCIAL CORP | 93,588 | — | |
| 16 May 2016 | OTHER | HF FINANCIAL CORP | 71,727 | — | |
| 27 Jul 2015 | INHERITANCE | BankFinancial CORP | 1,525 | 0.00 USD |
4 purchases reported after at least 12 months of silence — most recent on 14 May 2024.