Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 57 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 |
|---|---|---|---|---|
| PEOPLES FINANCIAL CORP /MS/ | 462,213 | reported | 18 Feb 2026 | tx 13+23,213 |
| KINGSWAY FINANCIAL SERVICES INC | 457,181 | reported | 17 Sept 2025 | tx 66+831,110−229,221 |
| Sound Financial Bancorp, Inc. | 215,322 | reported | 03 Jan 2024 | tx 12+17,772 |
| Wheeler Real Estate Investment Trust, Inc. | 0 | reported | 27 Aug 2024 | tx 22+382,033−82,875 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 18 Feb 2026 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 594 | 21.25 USD | |
| 13 Jan 2026 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 300 | 20.50 USD | |
| 16 Sept 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 11,941 | 14.40 USD | |
| 16 Sept 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 2,106 | 14.40 USD | |
| 17 Sept 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 14,288 | 14.47 USD | |
| 17 Sept 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 28,657 | 14.47 USD | |
| 17 Sept 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 5,055 | 14.47 USD | |
| 16 Sept 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 5,953 | 14.40 USD | |
| 27 Jun 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 31,828 | 14.03 USD | |
| 30 Jun 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 8,319 | 13.90 USD | |
| 30 Jun 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 18,763 | 13.90 USD | |
| 27 Jun 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 11,224 | 14.03 USD | |
| 27 Jun 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 85,191 | 14.03 USD | |
| 30 Jun 2025 | SALE | KINGSWAY FINANCIAL SERVICES INC | 5,896 | 13.90 USD | |
| 09 Apr 2025 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 2,235 | 19.20 USD | |
| 11 Mar 2025 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 4,224 | 19.25 USD | |
| 22 Nov 2024 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 600 | 18.00 USD | |
| 27 Aug 2024 | PURCHASE | Wheeler Real Estate Investment Trust, Inc. | — | 195210.60 USD | deriv |
| 23 Aug 2024 | PURCHASE | Wheeler Real Estate Investment Trust, Inc. | — | 132105.03 USD | deriv |
| 02 Aug 2024 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 100 | 17.10 USD | |
| 03 Jan 2024 | PURCHASE | Sound Financial Bancorp, Inc. | 500 | 39.43 USD | |
| 27 Dec 2023 | PURCHASE | Sound Financial Bancorp, Inc. | 873 | 38.50 USD | |
| 06 Dec 2023 | PURCHASE | Sound Financial Bancorp, Inc. | 200 | 36.15 USD | |
| 06 Dec 2023 | PURCHASE | PEOPLES FINANCIAL CORP /MS/ | 200 | 14.54 USD | |
| 04 Dec 2023 | PURCHASE | Sound Financial Bancorp, Inc. | 1 | 36.00 USD | anomaly |
1 purchase reported after at least 12 months of silence — most recent on 30 Jun 2020.