Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 23 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 |
|---|---|---|---|---|
| LUNA INNOVATIONS INC | 187,691.54 | reported | 01 Apr 2020 | tx 100+750,697.63−260,000 |
| RGC RESOURCES INC | 176,266.44 | reported | 03 Nov 2025 | tx 182+95,764.297−7,500.91 |
| OPTICAL CABLE CORP | 164,119 | reported | 25 Jun 2021 | tx 32+161,819−13,012 |
| BOTETOURT BANKSHARES INC | 17,520 | reported | 17 May 2012 | tx 15+14,593.31−0.31 |
| CORNING NATURAL GAS CORP | 6,360 | reported | 23 Aug 2013 | tx 8+4,860−863 |
| Corning Natural Gas Holding Corp | 0 | reported | 06 Jul 2022 | tx 39+21,258−24,932 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Nov 2025 | GRANT_AWARD | RGC RESOURCES INC | 290.27 | 20.90 USD | |
| 01 Oct 2025 | GRANT_AWARD | RGC RESOURCES INC | 269.63 | 22.50 USD | |
| 02 Sept 2025 | GRANT_AWARD | RGC RESOURCES INC | 274.2 | 22.13 USD | |
| 01 Aug 2025 | GRANT_AWARD | RGC RESOURCES INC | 308.27 | 19.68 USD | |
| 01 Jul 2025 | GRANT_AWARD | RGC RESOURCES INC | 265.62 | 22.84 USD | |
| 02 Jun 2025 | GRANT_AWARD | RGC RESOURCES INC | 296.51 | 20.46 USD | |
| 01 May 2025 | GRANT_AWARD | RGC RESOURCES INC | 287.52 | 21.10 USD | |
| 01 Apr 2025 | GRANT_AWARD | RGC RESOURCES INC | 288.75 | 21.01 USD | |
| 03 Mar 2025 | GRANT_AWARD | RGC RESOURCES INC | 309.05 | 19.63 USD | |
| 03 Feb 2025 | GRANT_AWARD | RGC RESOURCES INC | 295.07 | 20.56 USD | |
| 02 Jan 2025 | GRANT_AWARD | RGC RESOURCES INC | 303.33 | 20.00 USD | |
| 02 Dec 2024 | GRANT_AWARD | RGC RESOURCES INC | 265.04 | 21.38 USD | |
| 01 Nov 2024 | GRANT_AWARD | RGC RESOURCES INC | 278.6 | 20.34 USD | |
| 01 Oct 2024 | GRANT_AWARD | RGC RESOURCES INC | 266.17 | 21.29 USD | |
| 03 Sept 2024 | GRANT_AWARD | RGC RESOURCES INC | 282.06 | 20.09 USD | |
| 01 Aug 2024 | GRANT_AWARD | RGC RESOURCES INC | 263.08 | 21.54 USD | |
| 01 Jul 2024 | GRANT_AWARD | RGC RESOURCES INC | 285.19 | 19.87 USD | |
| 03 Jun 2024 | GRANT_AWARD | RGC RESOURCES INC | 274.81 | 20.62 USD | |
| 01 May 2024 | GRANT_AWARD | RGC RESOURCES INC | 270.62 | 20.94 USD | |
| 01 Apr 2024 | GRANT_AWARD | RGC RESOURCES INC | 278.87 | 20.32 USD | |
| 01 Mar 2024 | GRANT_AWARD | RGC RESOURCES INC | 299.67 | 18.91 USD | |
| 01 Feb 2024 | GRANT_AWARD | RGC RESOURCES INC | 295.45 | 19.18 USD | |
| 02 Jan 2024 | GRANT_AWARD | RGC RESOURCES INC | 280.67 | 20.19 USD | |
| 01 Dec 2023 | GRANT_AWARD | RGC RESOURCES INC | 305.97 | 18.52 USD | |
| 01 Nov 2023 | GRANT_AWARD | RGC RESOURCES INC | 360.93 | 15.70 USD |
5 purchases reported after at least 12 months of silence — most recent on 23 Jun 2021.