David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  First Place Financial Corp. (FPFCQ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2010   Q2 0 0.00 Sell 100.00% 0.01 SEC
2010   Q1 22,401 0.01 $3.97 $89,000 SEC
2009   Q4 22,401 0.01 $2.77 $62,000 SEC
2009   Q3 22,401 0.01 $2.95 $66,000 SEC
2009   Q2 22,401 0.01 $3.12 $70,000 SEC
2009   Q1 22,401 0.01 $3.35 $75,000 SEC
2008   Q4 22,401 0.01 $3.84 $86,000 SEC
2008   Q3 22,401 0.05 Buy 0.05 $12.86 $288,000 SEC
2008   Q2 0 0.00 Sell 100.00% 0.15 SEC
2008   Q1 22,401 0.15 Buy 0.15 $12.99 $291,000 SEC
2007   Q4 0 0.00 Sell 100.00% 0.03 SEC
2007   Q3 24,749 0.03 $17.70 $438,000 SEC
2007   Q2 24,749 0.03 $21.13 $523,000 SEC
2007   Q1 24,749 0.04 $21.46 $531,000 SEC
2006   Q4 24,749 0.04 Reduce 1.14% <0.01 $23.48 $581,000 SEC
2006   Q3 25,034 0.04 $22.65 $567,000 SEC
2006   Q2 25,034 0.04 $23.01 $576,000 SEC
2006   Q1 25,034 0.04 $24.81 $621,000 SEC
2005   Q4 25,034 0.04 Reduce 1.92% <0.01 $24.05 $602,000 SEC
2005   Q3 25,524 0.04 $22.18 $566,000 SEC
2005   Q2 25,524 0.03 $20.10 $513,000 SEC
2005   Q1 25,524 0.13 $18.30 $467,000 SEC
2004   Q4 25,524 0.04 Reduce 1.17% <0.01 $22.37 $571,000 SEC
2004   Q3 25,825 0.04 Buy 0.04 $20.02 $517,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.06 SEC
2003   Q4 25,825 0.06 Reduce 1.36% <0.01 $19.52 $504,000 SEC
2003   Q3 26,181 0.06 Reduce 1.00% <0.01 $17.76 $465,000 SEC
2003   Q2 26,445 0.07 $16.90 $447,000 SEC
2003   Q1 26,445 0.08 $15.20 $402,000 SEC
2002   Q4 26,445 0.07 Reduce 1.23% <0.01 $16.64 $440,000 SEC
2002   Q3 26,775 0.08 $13.97 $374,000 SEC
2002   Q2 26,775 0.09 $19.91 $533,000 SEC
2002   Q1 26,775 0.07 $16.84 $451,000 SEC
2001   Q4 26,775 0.07 Reduce 4.58% <0.01 $15.76 $422,000 SEC
2001   Q3 28,059 0.08 Buy 0.08 $14.29 $401,000 SEC