| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Nasdaq IncNDAQ | +46.05% | $51.29 | $74.91 | 2023-10-18 - 2024-10-18 | Strong Buy |
Raymond James Financial IncRJF | +43.30% | $110.94 | $158.98 | 2024-01-09 - 2025-01-07 | Strong Buy |
Raymond James Financial IncRJF | +34.72% | $118.01 | $158.98 | 2024-07-24 - 2025-01-07 | Strong Buy |
Nasdaq IncNDAQ | +7.49% | $82.28 | $88.44 | 2025-01-29 - 2025-10-24 | Strong Buy |
Lpl Financial Holdings IncLPLA | +1.37% | $335.64 | $340.25 | 2025-01-06 - 2025-10-24 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Stifel Financial CorpSF | 3 | Hold | $133.00 | +12.77% | Maintains | 2 days ago |
Raymond James Financial IncRJF | 9 | Hold | $180.00 | +10.81% | Maintains | 2 days ago |
Lpl Financial Holdings IncLPLA | 7 | Strong Buy | $438.00 | +28.73% | Maintains | 5 days ago |
Forge Global Holdings IncFRGE | 1 | Hold | $18.00 | +8.24% | Assumes | 5 months ago |
Nasdaq IncNDAQ | 3 | Strong Buy | $95.00 | +7.42% | Maintains | 9 months 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 |