Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 7 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 |
|---|---|---|---|---|
| Carter Bankshares, Inc. | 67,467 | reported | 04 Mar 2026 | tx 29+58,369−5,874 |
| VIRGINIA FINANCIAL GROUP INC | 28,562 | reported | 01 Mar 2011 | tx 10+44,843−2,158 |
| FNB CORP \VA\ | 3,312 | reported | 19 Mar 2004 | tx 1+500 |
2 purchases reported after at least 12 months of silence — most recent on 01 Dec 2020.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 04 Mar 2026 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 819 | 20.98 USD | |
| 14 Feb 2026 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 1,158 | 22.01 USD | |
| 25 Feb 2026 | GRANT_AWARD | Carter Bankshares, Inc. | 4,870 | 0.00 USD | |
| 25 Feb 2026 | GRANT_AWARD | Carter Bankshares, Inc. | 7,198 | 0.00 USD | |
| 04 Mar 2025 | GRANT_AWARD | Carter Bankshares, Inc. | 5,442 | 0.00 USD | |
| 14 Feb 2025 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 838 | 17.99 USD | |
| 20 Feb 2024 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 249 | 13.83 USD | |
| 14 Feb 2024 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 716 | 13.78 USD | |
| 27 Feb 2025 | GRANT_AWARD | Carter Bankshares, Inc. | 8,279 | 0.00 USD | |
| 05 Jan 2024 | GRANT_AWARD | Carter Bankshares, Inc. | 6,012 | 0.00 USD | |
| 01 May 2023 | PURCHASE | Carter Bankshares, Inc. | 2,200 | 13.32 USD | anomaly |
| 14 Feb 2023 | GRANT_AWARD | Carter Bankshares, Inc. | 7,023 | 0.00 USD | |
| 14 Jul 2022 | PURCHASE | Carter Bankshares, Inc. | 76 | 13.03 USD | |
| 14 Jun 2022 | PURCHASE | Carter Bankshares, Inc. | 73 | 13.60 USD | |
| 03 May 2022 | PURCHASE | Carter Bankshares, Inc. | 1,000 | 16.00 USD | anomaly |
| 07 Mar 2022 | GRANT_AWARD | Carter Bankshares, Inc. | 6,373 | 0.00 USD | |
| 19 Feb 2022 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 243 | 16.34 USD | |
| 17 Feb 2022 | GRANT_AWARD | Carter Bankshares, Inc. | 6,104 | 0.00 USD | |
| 17 Feb 2022 | TAX_WITHHOLDING | Carter Bankshares, Inc. | 1,851 | 16.03 USD | |
| 14 Dec 2021 | PURCHASE | Carter Bankshares, Inc. | 68 | 14.66 USD | |
| 14 Oct 2021 | PURCHASE | Carter Bankshares, Inc. | 66 | 14.80 USD | |
| 01 Jun 2021 | PURCHASE | Carter Bankshares, Inc. | 129 | 15.41 USD | |
| 03 May 2021 | PURCHASE | Carter Bankshares, Inc. | 150 | 13.20 USD | |
| 01 Apr 2021 | PURCHASE | Carter Bankshares, Inc. | 143 | 13.95 USD | |
| 01 Mar 2021 | PURCHASE | Carter Bankshares, Inc. | 161 | 12.27 USD |