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Performance

Overall performance
3.0

Performance over holding periods
3.0
30 days 90 days 120 days
Average return 0% 8.2% 15.1%
Success rate 90% 68% 82%
Transactions
43 100% Buy
34 71% Buy
47 69% Buy

Positions

Position Company Period
Independent Director RGC Resources Inc Jan. 1, 2005 -
Independent Director HomeTown Bankshares Corp June 1, 2011 -
Independent Director Healthcare Realty Trust Inc (Tennessee) Jan. 1, 2016 -
Independent Director American National Bankshares Inc April 1, 2019 -

Nancy Agee's trades of Atlantic Union Bankshares Corp's stock


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Purchase Sale Planned purchase Planned sale Net purchase Net sale Activity signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value
Number of shares Price Value Details
2026-04-22 2026-04-20 B Purchase
61,257 -9.3%
378.23
US$646,505
61,257 -9.3% 378.23 US$646,505
2025-09-05 2025-09-04 B Purchase
33,949 +43.9%
372.97
US$831,908
33,949 +43.9% 372.97 US$831,908
2025-08-29 2025-08-28 B Purchase
40,499 -31.4%
322.15
US$3,480,889
40,499 -31.4% 322.15 US$3,480,889
2025-08-29 2025-08-19 B Purchase
15,360 +8.7%
3.20
US$49,152
15,360 +8.7% 3.20 US$49,152
2021-06-03 2021-06-01 B Purchase
65 +0.2%
23.03
US$1,500
65 +0.2% 23.03 US$1,500
2021-05-04 2021-05-03 B Purchase
68 +0.2%
22.09
US$1,500
68 +0.2% 22.09 US$1,500
2021-03-02 2021-03-01 B Purchase
65 +0.2%
23.10
US$1,500
65 +0.2% 23.10 US$1,500
2021-02-02 2021-02-01 B Purchase
64 +0.2%
23.27
US$1,500
64 +0.2% 23.27 US$1,500
2021-01-05 2021-01-04 B Purchase
62 +0.2%
24.21
US$1,500
62 +0.2% 24.21 US$1,500
2020-12-02 2020-12-01 B Purchase
62 +0.2%
24.33
US$1,500
62 +0.2% 24.33 US$1,500
2020-11-03 2020-11-02 B Purchase
62,814 +256.0%
23.88
US$1,499,998
62,814 +256.0% 23.88 US$1,499,998
2020-10-02 2020-10-01 B Purchase
64 +0.2%
23.47
US$1,500
64 +0.2% 23.47 US$1,500
2020-08-04 2020-08-03 B Purchase
64 +0.2%
23.48
US$1,500
64 +0.2% 23.48 US$1,500
2020-07-02 2020-07-01 B Purchase
61 +0.2%
24.50
US$1,500
61 +0.2% 24.50 US$1,500
2020-06-02 2020-06-01 B Purchase
59 +0.2%
25.36
US$1,500
59 +0.2% 25.36 US$1,500
2020-05-04 2020-05-01 B Purchase
61 +0.2%
24.50
US$1,500
61 +0.2% 24.50 US$1,500
2020-04-02 2020-04-01 B Purchase
54 +0.2%
27.87
US$1,500
54 +0.2% 27.87 US$1,500
2020-03-03 2020-03-02 B Purchase
50 +0.1%
29.91
US$1,500
50 +0.1% 29.91 US$1,500
2020-02-05 2020-02-03 B Purchase
58 +0.2%
25.71
US$1,500
58 +0.2% 25.71 US$1,500
2020-01-03 2020-01-02 B Purchase
53 +0.2%
28.17
US$1,500
53 +0.2% 28.17 US$1,500
2019-10-02 2019-10-01 B Purchase
52 +0.2%
28.91
US$1,500
52 +0.2% 28.91 US$1,500
2019-09-04 2019-09-03 B Purchase
54 +0.2%
27.72
US$1,500
54 +0.2% 27.72 US$1,500
2019-08-02 2019-08-01 B Purchase
53 +0.2%
28.28
US$1,500
53 +0.2% 28.28 US$1,500
2019-07-02 2019-07-01 B Purchase
50 +0.1%
29.89
US$1,500
50 +0.1% 29.89 US$1,500
2019-06-04 2019-06-03 B Purchase
54 +0.2%
27.74
US$1,500
54 +0.2% 27.74 US$1,500
2019-05-02 2019-05-01 B Purchase
56 +0.2%
26.72
US$1,500
56 +0.2% 26.72 US$1,500
2019-04-02 2019-04-01 B Purchase
57 +0.2%
26.10
US$1,500
57 +0.2% 26.10 US$1,500
2019-03-04 2019-03-01 B Purchase
53 +0.2%
28.25
US$1,500
53 +0.2% 28.25 US$1,500
2019-02-04 2019-02-01 B Purchase
53 +0.2%
28.30
US$1,500
53 +0.2% 28.30 US$1,500
2019-01-03 2019-01-02 B Purchase
50 +0.2%
29.80
US$1,500
50 +0.2% 29.80 US$1,500
2018-11-02 2018-11-01 B Purchase
53 +0.2%
28.38
US$1,500
53 +0.2% 28.38 US$1,500
2018-06-04 2018-06-01 B Purchase
55 +0.2%
27.41
US$1,500
55 +0.2% 27.41 US$1,500
2018-05-02 2018-05-01 B Purchase
57 +0.2%
26.43
US$1,500
57 +0.2% 26.43 US$1,500
2018-04-03 2018-04-02 B Purchase
61 +0.2%
24.52
US$1,500
61 +0.2% 24.52 US$1,500
2018-02-02 2018-02-01 B Purchase
63 +0.2%
23.92
US$1,500
63 +0.2% 23.92 US$1,500
2018-01-03 2018-01-02 B Purchase
57 +0.2%
26.33
US$1,500
57 +0.2% 26.33 US$1,500
2017-12-04 2017-12-01 B Purchase
56 +0.2%
26.87
US$1,500
56 +0.2% 26.87 US$1,500
2017-11-02 2017-11-01 B Purchase
53 +0.2%
28.33
US$1,500
53 +0.2% 28.33 US$1,500
2017-10-03 2017-10-02 B Purchase
53 +0.2%
28.26
US$1,500
53 +0.2% 28.26 US$1,500
2017-07-05 2017-07-03 B Purchase
51 +0.2%
29.13
US$1,500
51 +0.2% 29.13 US$1,500
2017-05-02 2017-05-01 B Purchase
39 +0.1%
22.85
US$900
39 +0.1% 22.85 US$900
2017-03-02 2017-03-01 B Purchase
48 +0.2%
18.67
US$900
48 +0.2% 18.67 US$900
2017-02-02 2017-02-01 B Purchase
33 +0.2%
26.99
US$900
33 +0.2% 26.99 US$900
2017-01-04 2017-01-03 B Purchase
36 +0.2%
24.90
US$900
36 +0.2% 24.90 US$900