Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 14 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 |
|---|---|---|---|---|
| AH Realty Trust, Inc. | 40,965.88 | reported | 16 Mar 2026 | tx 25+49,320.88 |
| Atlantic Union Bankshares Corp | 12,708.89 | reported | 02 Jan 2026 | tx 33+15,206.36 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | GRANT_AWARD | AH Realty Trust, Inc. | 2,281 | 6.03 USD | |
| 03 Mar 2026 | PURCHASE | AH Realty Trust, Inc. | 10,000 | 6.19 USD | anomaly |
| 08 Jan 2026 | PURCHASE | AH Realty Trust, Inc. | 327.99 | 6.63 USD | |
| 02 Jan 2026 | GRANT_AWARD | Atlantic Union Bankshares Corp | 567 | 35.30 USD | deriv |
| 15 Dec 2025 | GRANT_AWARD | AH Realty Trust, Inc. | 2,013 | 6.83 USD | |
| 02 Oct 2025 | PURCHASE | AH Realty Trust, Inc. | 520.05 | 6.98 USD | |
| 01 Oct 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 567 | 35.29 USD | deriv |
| 15 Sept 2025 | GRANT_AWARD | AH Realty Trust, Inc. | 1,877 | 7.32 USD | |
| 08 Jul 2025 | PURCHASE | AH Realty Trust, Inc. | 475.2 | 6.94 USD | |
| 01 Jul 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 639 | 31.28 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | AH Realty Trust, Inc. | 7,938 | 0.00 USD | deriv |
| 16 Jun 2025 | GRANT_AWARD | AH Realty Trust, Inc. | 1,964 | 7.00 USD | |
| 03 Apr 2025 | PURCHASE | AH Realty Trust, Inc. | 92.47 | 7.25 USD | |
| 03 Apr 2025 | PURCHASE | AH Realty Trust, Inc. | 95.19 | 7.25 USD | |
| 03 Apr 2025 | PURCHASE | AH Realty Trust, Inc. | 183.31 | 7.42 USD | |
| 01 Apr 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 642 | 31.14 USD | deriv |
| 20 Mar 2025 | GRANT_AWARD | AH Realty Trust, Inc. | 1,790 | 7.68 USD | |
| 02 Jan 2025 | PURCHASE | AH Realty Trust, Inc. | 96.87 | 10.22 USD | |
| 02 Jan 2025 | PURCHASE | AH Realty Trust, Inc. | 94.11 | 10.23 USD | |
| 02 Jan 2025 | PURCHASE | AH Realty Trust, Inc. | 191.84 | 10.18 USD | |
| 02 Jan 2025 | GRANT_AWARD | Atlantic Union Bankshares Corp | 528 | 37.88 USD | deriv |
| 13 Dec 2024 | GRANT_AWARD | AH Realty Trust, Inc. | 1,262 | 10.89 USD | |
| 03 Oct 2024 | PURCHASE | AH Realty Trust, Inc. | 90.26 | 10.77 USD | |
| 01 Oct 2024 | GRANT_AWARD | Atlantic Union Bankshares Corp | 431 | 37.67 USD | deriv |
| 26 Sept 2024 | PURCHASE | AH Realty Trust, Inc. | 9,523 | 10.50 USD | anomaly |
1 purchase reported after at least 12 months of silence — most recent on 04 Apr 2024.