Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 10 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 |
|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | 2,000 | reported | 20 May 2026 | tx 4+3,112−1,112 |
| SUMMIT FINANCIAL GROUP INC | 0 | reported | 03 May 2024 | tx 13+2,424−2,408 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 20 May 2026 | SALE | Burke & Herbert Financial Services Corp. | 1,112 | 63.30 USD | |
| 23 May 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 15 Aug 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,112 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 2,207 | — | |
| 29 Aug 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 1,850 | 24.81 USD | |
| 15 Dec 2022 | SALE | SUMMIT FINANCIAL GROUP INC | 201 | 26.04 USD | |
| 14 Sept 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 53 | 26.48 USD | |
| 09 Sept 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 12 | 29.02 USD | |
| 05 Aug 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 50 | 29.68 USD | |
| 05 Aug 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 23 | 29.46 USD | |
| 22 Jun 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 250 | 27.52 USD | |
| 17 Jun 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 100 | 27.39 USD | |
| 03 Dec 2021 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 20 | 26.55 USD | |
| 03 Dec 2021 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 8 | 26.66 USD | |
| 23 Nov 2021 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 5 | 27.59 USD |