| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Nasdaq IncNDAQ | +46.05% | $51.29 | $74.91 | 2023-10-19 - 2024-10-18 | Strong Buy |
Raymond James Financial IncRJF | +43.30% | $110.94 | $158.98 | 2024-01-10 - 2025-01-07 | Strong Buy |
Raymond James Financial IncRJF | +34.72% | $118.01 | $158.98 | 2024-07-25 - 2025-01-07 | Strong Buy |
Nasdaq IncNDAQ | +19.88% | $82.28 | $98.64 | 2025-01-30 - 2025-12-24 | Strong Buy |
Lpl Financial Holdings IncLPLA | +11.24% | $335.64 | $373.38 | 2025-01-07 - 2025-12-24 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Victory Capital Holdings IncVCTR | 1 | Hold | $70.00 | +8.98% | Maintains | a month ago |
Stifel Financial CorpSF | 3 | Hold | $133.00 | +3.44% | Maintains | 2 months ago |
Raymond James Financial IncRJF | 9 | Hold | $180.00 | +8.56% | Maintains | 2 months ago |
Lpl Financial Holdings IncLPLA | 7 | Strong Buy | $438.00 | +17.31% | Maintains | 2 months ago |
Forge Global Holdings IncFRGE | 1 | Hold | $18.00 | -59.75% | Assumes | 7 months ago |
Nasdaq IncNDAQ | 3 | Strong Buy | $95.00 | -3.69% | Maintains | a year ago |
Envestnet IncENV | 2 | Hold | $45.00 | N/A | Maintains | 2 years ago |
Donnelley Financial Solutions IncDFIN | 1 | Hold | $24.00 | N/A | Initiates Coverage On | 8 years ago |