Kenneth J. Phelan
Kenneth J. Phelan's purchase track record
How the stock did after each of Kenneth J. Phelan's open-market purchases, measured from the purchase date. Several fills within a week count as one purchase.
| Purchase | Stock | Amount | 3 months | 6 months | S&P 500, 6 mo. |
|---|---|---|---|---|---|
| 1/27/2026 | JHI | $10K | -1.2% | -0.6% | +6.5% |
| 1/27/2026 | HEQ | $10K | +6.1% | +9.3% | +6.5% |
| 1/26/2026 | HPF | $10K | +0.4% | +2.1% | +6.7% |
| 1/26/2026 | BTO | $10K | +2.6% | +14.1% | +6.7% |
| 1/26/2026 | JHS | $10K | -3.9% | -5.2% | +6.7% |
| 1/26/2026 | HTD | $10K | +6.1% | +11.7% | +6.7% |
| 1/26/2026 | HPS | $10K | +1.9% | +1.8% | +6.7% |
| 1/26/2026 | HPI | $10K | +1.5% | +3.3% | +6.7% |
| 1/26/2026 | PDT | $10K | +3.4% | +4.2% | +6.7% |
| 11/5/2025 | CVSA | $50K | +3.0% | +18.3% | +8.4% |
| 4/26/2023 | HBAN | $216K | +14.0% | -10.0% | +3.2% |
| 2/10/2022 | CVSA | $100K | +35.2% | +65.7% | -6.6% |
| 2/7/2022 | HBAN | $120K | -16.0% | -13.0% | -7.7% |
| 11/3/2021 | HBAN | $314K | -1.5% | -12.5% | -7.7% |
Computed by MarketWall from SEC Form 4 filings and daily closing prices (close on the purchase date to the close about 3 and 6 months later). Companies that have since delisted are not included. Past results, not investment advice.
Associated companies
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 28, 2026
JHI Announces Annual Meeting; Peer Fund Discount Widens. John Hancock Investors Trust announced dates for its annual shareholder meeting. Separately, a report noted that a related fund, HFRO, is seeing its discount widen. JHI is currently trading near the bottom of its 52-week range, with technical indicators showing selling pressure.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
September 28, 2026
JHS Announces Annual Meeting; Featured in Fixed Income Article. John Hancock Income Securities Trust announced its annual shareholder meeting and record dates. Additionally, the fund was mentioned in a SeekingAlpha article discussing strategies that pair 5% bonds with 6% yield funds. The stock is currently trading near its 52-week low, with technical signals showing rejection at support levels.
Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 10, 2026
Covista receives mixed analyst coverage and rating update. Recent commentary on Covista is mixed. ChartMill describes the stock as a GARP case with reasonable growth and valuation. Yahoo published both a target‑focused piece and a separate article highlighting reasons to avoid the stock. BMO Capital kept an Outperform rating but lowered its price target to $145.
Transaction History
| HBAN | ▲ Buy | Grant | 1,098 | $0 | 10/1/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 645 | $0 | 10/1/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 914 | $0 | 7/1/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 527 | $0 | 7/1/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 10,523 | $0 | 5/1/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 930 | $0 | 4/1/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 592 | $0 | 4/1/2026 | View on chart |
| HEQ | ▲ Buy | Open Market | 905 | $10K | 1/27/2026 | View on chart |
| JHI | ▲ Buy | Open Market | 730 | $10K | 1/27/2026 | View on chart |
| JHS | ▲ Buy | Open Market | 725 | $9K | 1/27/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 3,401 | $0 | 1/26/2026 | View on chart |
| HPS | ▲ Buy | Open Market | 683 | $10K | 1/26/2026 | View on chart |
| HPF | ▲ Buy | Open Market | 618 | $10K | 1/26/2026 | View on chart |
| HPI | ▲ Buy | Open Market | 614 | $10K | 1/26/2026 | View on chart |
| BTO | ▲ Buy | Open Market | 270 | $10K | 1/26/2026 | View on chart |
| HTD | ▲ Buy | Open Market | 415 | $10K | 1/26/2026 | View on chart |
| JHS | ▲ Buy | Open Market | 130 | $2K | 1/26/2026 | View on chart |
| PDT | ▲ Buy | Open Market | 774 | $10K | 1/26/2026 | View on chart |
| HBAN | ▼ Sell | Gift | 40,000 | $0 | 1/13/2026 | View on chart |
| HBAN | ▼ Sell | Gift | 40,000 | $0 | 1/13/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 837 | $0 | 1/2/2026 | View on chart |
| HBAN | ▲ Buy | Grant | 512 | $0 | 1/2/2026 | View on chart |
| CVSA | ▼ Sell | Tax Withholding | 392 | $38K | 11/13/2025 | View on chart |
| CVSA | ▲ Buy | Grant | 1,445 | $140K | 11/12/2025 | View on chart |
| CVSA | ▲ Buy | Open Market | 508 | $50K | 11/5/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 3,038 | $0 | 10/21/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 851 | $0 | 10/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 483 | $0 | 10/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 2,306 | $0 | 7/22/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 837 | $0 | 7/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 467 | $0 | 7/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 10,772 | $0 | 5/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 2,884 | $0 | 4/22/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 841 | $0 | 4/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 497 | $0 | 4/1/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 2,266 | $0 | 1/21/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 423 | $0 | 1/2/2025 | View on chart |
| HBAN | ▲ Buy | Grant | 767 | $0 | 1/2/2025 | View on chart |
| CVSA | ▲ Buy | Grant | 1,560 | $140K | 11/13/2024 | View on chart |
| CVSA | ▼ Sell | Tax Withholding | 635 | $58K | 11/8/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 2,660 | $0 | 10/22/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 450 | $0 | 10/1/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 861 | $0 | 10/1/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 2,856 | $43K | 7/23/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 926 | $0 | 7/1/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 450 | $0 | 7/1/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 11,538 | $0 | 5/1/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 3,011 | $41K | 4/23/2024 | View on chart |
| HBAN | ▲ Buy | Grant | 3,027 | $39K | 1/23/2024 | View on chart |
| CVSA | ▼ Sell | Tax Withholding | 735 | $41K | 11/9/2023 | View on chart |
| CVSA | ▲ Buy | Grant | 2,530 | $140K | 11/8/2023 | View on chart |
| HBAN | ▲ Buy | Grant | 4,268 | $41K | 10/24/2023 | View on chart |
| HBAN | ▲ Buy | Grant | 3,343 | $41K | 7/25/2023 | View on chart |
| HBAN | ▲ Buy | Grant | 14,331 | $0 | 5/1/2023 | View on chart |
| HBAN | ▲ Buy | Open Market | 20,000 | $216K | 4/26/2023 | View on chart |
| HBAN | ▲ Buy | Grant | 3,483 | $39K | 4/25/2023 | View on chart |
| HBAN | ▲ Buy | Grant | 2,614 | $39K | 1/24/2023 | View on chart |
| CVSA | ▼ Sell | Tax Withholding | 926 | $40K | 11/10/2022 | View on chart |
| CVSA | ▲ Buy | Grant | 2,930 | $125K | 11/9/2022 | View on chart |
| HBAN | ▲ Buy | Grant | 2,609 | $39K | 10/25/2022 | View on chart |
| HBAN | ▲ Buy | Grant | 2,986 | $39K | 7/26/2022 | View on chart |
| HBAN | ▲ Buy | Grant | 11,977 | $0 | 5/1/2022 | View on chart |
| HBAN | ▲ Buy | Grant | 3,100 | $42K | 4/25/2022 | View on chart |
| CVSA | ▲ Buy | Open Market | 4,087 | $100K | 2/10/2022 | View on chart |
| HBAN | ▲ Buy | Open Market | 876 | $14K | 2/8/2022 | View on chart |
| HBAN | ▲ Buy | Open Market | 6,684 | $106K | 2/7/2022 | View on chart |
| CVSA | ▼ Sell | Tax Withholding | 1,096 | $35K | 11/17/2021 | View on chart |
| CVSA | ▲ Buy | Grant | 3,690 | $125K | 11/10/2021 | View on chart |
| HBAN | ▲ Buy | Open Market | 20,000 | $314K | 11/3/2021 | View on chart |
AI Market Commentary
AI-generatedAll commentary →Synthesized from recent news and fundamentals/technical data -- not human analyst commentary or trader sentiment.
October 17, 2026
HBAN Earnings Outlook and Valuation Concerns Highlighted
Analysts expect Huntington Bancshares' third‑quarter earnings to decline, prompting a view that the stock may trade below its fair value. A recent valuation note suggests the shares are about 21 % undervalued based on current earnings multiples. The company also appears on lists of high‑yield dividend stocks, with a 5.7 % yield, which may attract income‑focused investors. These factors keep the stock in focus as the earnings release approaches.
HBAN Earnings Outlook and Valuation Concerns Highlighted. Analysts expect Huntington Bancshares' third‑quarter earnings to decline, prompting a view that the stock may trade below its fair value. A recent valuation note suggests the shares are about 21 % undervalued based on current earnings multiples. The company also appears on lists of high‑yield dividend stocks, with a 5.7 % yield, which may attract income‑focused investors. These factors keep the stock in focus as the earnings release approaches.