Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| CONSUMERS BANCORP INC /OH/ | 13,421.2 | reported | 19 Mar 2026 | tx 84+22,513.23−1,661.31 |
| OHIO LEGACY CORP | 5,960 | reported | 13 Dec 2006 | tx 6+8,500 |
Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 buys in history.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 19 Mar 2026 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 20 | 25.77 USD | |
| 19 Mar 2026 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 100 | 25.85 USD | |
| 15 Dec 2025 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 150 | 24.20 USD | |
| 15 Sept 2025 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 200 | 21.25 USD | |
| 30 Jun 2025 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 209 | — | |
| 30 Jun 2025 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 192 | — | deriv |
| 08 Jul 2025 | GRANT_AWARD | CONSUMERS BANCORP INC /OH/ | 1,598 | 0.00 USD | deriv |
| 16 Jun 2025 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 16 | 19.97 USD | |
| 16 Jun 2025 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 100 | 20.00 USD | |
| 17 Dec 2024 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 24 | 19.75 USD | |
| 17 Dec 2024 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 100 | 19.75 USD | |
| 24 Oct 2024 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 100 | 18.75 USD | |
| 01 Jul 2024 | GRANT_AWARD | CONSUMERS BANCORP INC /OH/ | 1,776 | 0.00 USD | deriv |
| 28 Jun 2024 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 193 | — | |
| 28 Jun 2024 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 8 | — | |
| 28 Jun 2024 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 8 | — | deriv |
| 28 Jun 2024 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 193 | — | deriv |
| 18 Jun 2024 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 100 | 16.20 USD | |
| 19 Mar 2024 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 100 | 16.40 USD | |
| 19 Mar 2024 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 25 | 16.50 USD | |
| 27 Sept 2023 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 200 | 16.90 USD | |
| 29 Sept 2023 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 195 | — | |
| 29 Sept 2023 | EXERCISE | CONSUMERS BANCORP INC /OH/ | 195 | — | deriv |
| 03 Jul 2023 | GRANT_AWARD | CONSUMERS BANCORP INC /OH/ | 1,385 | 0.00 USD | deriv |
| 22 Jun 2023 | PURCHASE | CONSUMERS BANCORP INC /OH/ | 115 | 18.15 USD |
3 purchases reported after at least 12 months of silence — most recent on 04 Dec 2018.