James E. Banks
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-26. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | +2.0% | -1.7% | +3.7% |
| 1 month | -10.5% | -2.2% | -8.3% |
| 1 quarter | -18.9% | +13.8% | -32.7% |
| Year to date | -6.8% | +8.0% | -14.7% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-26). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
No Electronic Disclosures
No electronically filed annual financial disclosure is available for this member yet.
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-09-03 | F | Sell | — | $1K - $15K | 2020-10-06 | 33d |
| 2020-09-03 | KR | Buy | — | $1K - $15K | 2020-10-06 | 33d |
| 2020-09-02 | KR | Sell | — | $1K - $15K | 2020-10-06 | 34d |
| 2020-09-01 | F | Buy | — | $1K - $15K | 2020-10-06 | 35d |
| 2020-09-01 | KR | Buy | — | $1K - $15K | 2020-10-06 | 35d |
| 2020-09-01 | KR | Sell | — | $1K - $15K | 2020-10-06 | 35d |
| 2020-08-28 | F | Sell | — | $1K - $15K | 2020-09-15 | 18d |
| 2020-08-28 | KR | Buy | — | $1K - $15K | 2020-09-15 | 18d |
| 2020-08-26 | F | Buy | — | $1K - $15K | 2020-09-15 | 20d |
| 2020-08-25 | SBUX | Sell | — | $1K - $15K | 2020-09-15 | 21d |
| 2020-08-19 | SBUX | Buy | — | $1K - $15K | 2020-09-15 | 27d |
| 2020-07-29 | SBUX | Sell | — | $1K - $15K | 2020-08-12 | 14d |
| 2020-05-18 | SBUX | Sell | JT | $1K - $15K | 2020-07-20 | 63d late |
| 2020-04-24 | SBUX | Buy | JT | $1K - $15K | 2020-07-20 | 87d late |
| 2020-04-17 | SBUX | Sell | JT | $1K - $15K | 2020-07-20 | 94d late |
| 2020-03-27 | SBUX | Buy | JT | $1K - $15K | 2020-07-20 | 115d late |