Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 25 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 |
|---|---|---|---|---|
| LAKELAND FINANCIAL CORP | 61,328 | reported | 05 May 2026 | tx 257+364,760−89,850 |
| PATRICK INDUSTRIES INC | 3,292 | reported | 19 May 2026 | tx 60+148,297−22,644 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 May 2026 | PURCHASE | PATRICK INDUSTRIES INC | 100 | 89.44 USD | |
| 14 May 2026 | GRANT_AWARD | PATRICK INDUSTRIES INC | 1,594 | 0.00 USD | |
| 05 May 2026 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 510 | 61.92 USD | deriv |
| 05 May 2026 | PURCHASE | PATRICK INDUSTRIES INC | 10,000 | 88.22 USD | |
| 05 May 2026 | PURCHASE | PATRICK INDUSTRIES INC | 50 | 88.41 USD | |
| 12 Mar 2026 | PURCHASE | PATRICK INDUSTRIES INC | 10,000 | 113.68 USD | |
| 12 Mar 2026 | PURCHASE | LAKELAND FINANCIAL CORP | 10,000 | 56.23 USD | |
| 06 Mar 2026 | PURCHASE | PATRICK INDUSTRIES INC | 50 | 116.40 USD | |
| 09 Mar 2026 | PURCHASE | LAKELAND FINANCIAL CORP | 5,000 | 55.45 USD | |
| 27 Feb 2026 | PURCHASE | PATRICK INDUSTRIES INC | 60 | 122.75 USD | |
| 27 Feb 2026 | PURCHASE | LAKELAND FINANCIAL CORP | 10,000 | 57.95 USD | |
| 05 Feb 2026 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 505 | 62.10 USD | deriv |
| 13 Jan 2026 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 650 | 0.00 USD | |
| 12 Jan 2026 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 309 | 56.69 USD | deriv |
| 05 Nov 2025 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 511 | 58.19 USD | deriv |
| 05 Aug 2025 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 480 | 61.51 USD | deriv |
| 08 Jul 2025 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 650 | 0.00 USD | |
| 07 Jul 2025 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 268 | 65.29 USD | deriv |
| 02 Jun 2025 | PURCHASE | PATRICK INDUSTRIES INC | 71 | 82.59 USD | |
| 15 May 2025 | GRANT_AWARD | PATRICK INDUSTRIES INC | 1,725 | 0.00 USD | |
| 05 May 2025 | GRANT_AWARD | LAKELAND FINANCIAL CORP | 495 | 58.85 USD | deriv |
| 13 Mar 2025 | PURCHASE | PATRICK INDUSTRIES INC | 2,500 | 84.63 USD | |
| 11 Mar 2025 | PURCHASE | PATRICK INDUSTRIES INC | 10,000 | 86.22 USD | |
| 11 Mar 2025 | OTHER | PATRICK INDUSTRIES INC | 11,060 | 0.00 USD | |
| 11 Mar 2025 | PURCHASE | LAKELAND FINANCIAL CORP | 5,000 | 61.40 USD |
4 purchases reported after at least 12 months of silence — most recent on 07 Mar 2025.