| 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 | +19.21% | $82.28 | $98.09 | 2025-01-30 - 2026-01-29 | Strong Buy |
Lpl Financial Holdings IncLPLA | +12.19% | $335.64 | $376.56 | 2025-01-07 - 2026-01-06 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Victory Capital Holdings IncVCTR | 5 | Hold | $101.00 | -4.33% | Maintains | a month ago |
Lpl Financial Holdings IncLPLA | 12 | Strong Buy | $428.00 | +25.24% | Maintains | 2 months ago |
Stifel Financial CorpSF | 5 | Hold | $86.00 | +11.95% | Maintains | 2 months ago |
Raymond James Financial IncRJF | 11 | Hold | $179.00 | +6.07% | Maintains | 2 months ago |
Nasdaq IncNDAQ | 5 | Strong Buy | $101.00 | +13.19% | Maintains | 8 months ago |
Forge Global Holdings IncFRGE | 1 | Hold | $18.00 | N/A | Assumes | a year ago |
Envestnet IncENV | 2 | Hold | $45.00 | N/A | Maintains | 3 years ago |
Donnelley Financial Solutions IncDFIN | 1 | Hold | $24.00 | N/A | Initiates Coverage On | 9 years ago |