Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Crescent Energy Co | 50,935 | reported | 16 Mar 2026 | tx 7+50,935−11,251 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | OTHER | Crescent Energy Co | 11,251 | 11.80 USD | |
| 16 Mar 2026 | OTHER | Crescent Energy Co | 43,935 | 0.00 USD | |
| 12 Sept 2023 | PURCHASE | Crescent Energy Co | 2,000 | 12.49 USD | |
| 16 Nov 2022 | PURCHASE | Crescent Energy Co | 500 | 13.74 USD | |
| 15 Nov 2022 | PURCHASE | Crescent Energy Co | 1,000 | 13.88 USD | |
| 15 Aug 2022 | PURCHASE | Crescent Energy Co | 2,000 | 16.05 USD | |
| 12 Aug 2022 | PURCHASE | Crescent Energy Co | 1,500 | 16.10 USD |