Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 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 |
|---|---|---|---|---|
| Energy Transfer LP | 1,469,941 | reported | 29 Feb 2024 | tx 30+1,074,999−197,238 |
| USA Compression Partners, LP | 33,616 | reported | 19 Feb 2026 | tx 8+33,500 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Feb 2026 | PURCHASE | USA Compression Partners, LP | 10,000 | 26.75 USD | |
| 08 May 2025 | PURCHASE | USA Compression Partners, LP | 400 | 23.47 USD | |
| 08 May 2025 | PURCHASE | USA Compression Partners, LP | 4,600 | 23.46 USD | |
| 08 May 2025 | PURCHASE | USA Compression Partners, LP | 300 | 23.61 USD | |
| 08 May 2025 | PURCHASE | USA Compression Partners, LP | 4,200 | 23.53 USD | |
| 08 May 2025 | PURCHASE | USA Compression Partners, LP | 500 | 23.60 USD | |
| 10 May 2024 | PURCHASE | USA Compression Partners, LP | 10,000 | 24.66 USD | |
| 29 Feb 2024 | GRANT_AWARD | Energy Transfer LP | 10,000 | 14.62 USD | |
| 28 Feb 2024 | GRANT_AWARD | Energy Transfer LP | 10,000 | 14.65 USD | |
| 08 Dec 2023 | GRANT_AWARD | Energy Transfer LP | 187,500 | 0.00 USD | |
| 08 Dec 2023 | GRANT_AWARD | Energy Transfer LP | 62,500 | 0.00 USD | deriv |
| 05 Dec 2023 | TAX_WITHHOLDING | Energy Transfer LP | 60,614 | 13.74 USD | |
| 09 Nov 2023 | PURCHASE | Energy Transfer LP | 10,000 | 13.10 USD | |
| 22 Aug 2023 | PURCHASE | Energy Transfer LP | 10,000 | 13.00 USD | |
| 30 May 2023 | PURCHASE | Energy Transfer LP | 8,310 | 12.43 USD | |
| 30 May 2023 | PURCHASE | Energy Transfer LP | 1,690 | 12.45 USD | |
| 21 Apr 2023 | EXERCISE | Energy Transfer LP | 1,000 | 0.00 USD | deriv |
| 21 Apr 2023 | EXERCISE | Energy Transfer LP | 1,000 | 13.00 USD | |
| 21 Apr 2023 | EXERCISE | Energy Transfer LP | 1,000 | 0.00 USD | deriv |
| 12 Dec 2022 | GRANT_AWARD | Energy Transfer LP | 243,750 | 0.00 USD | |
| 05 Dec 2022 | GRANT_AWARD | Energy Transfer LP | 81,250 | 0.00 USD | deriv |
| 05 Dec 2022 | EXERCISE | Energy Transfer LP | 38,378 | 0.00 USD | |
| 05 Dec 2022 | TAX_WITHHOLDING | Energy Transfer LP | 51,061 | 12.37 USD | |
| 06 Dec 2022 | PURCHASE | Energy Transfer LP | 5,000 | 12.00 USD | |
| 07 Dec 2022 | SALE | Energy Transfer LP | 1,000 | 0.00 USD | deriv |