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 |
Lpl Financial Holdings IncLPLA | +11.45% | $335.64 | $374.08 | 2025-01-07 - 2025-06-13 | Strong Buy |
Nasdaq IncNDAQ | +4.02% | $82.28 | $85.59 | 2025-01-30 - 2025-06-13 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Forge Global Holdings IncFRGE | 1 | Hold | $18.00 | +12.50% | Assumes | a month ago |
Raymond James Financial IncRJF | 6 | Hold | $143.00 | -1.80% | Maintains | 2 months ago |
Stifel Financial CorpSF | 2 | Hold | $100.00 | +4.85% | Maintains | 2 months ago |
Lpl Financial Holdings IncLPLA | 6 | Strong Buy | $405.00 | +8.27% | Maintains | 5 months ago |
Nasdaq IncNDAQ | 3 | Strong Buy | $95.00 | +10.99% | Maintains | 5 months ago |
Envestnet IncENV | 2 | Hold | $45.00 | N/A | Maintains | a year ago |
Donnelley Financial Solutions IncDFIN | 1 | Hold | $24.00 | N/A | Initiates Coverage On | 8 years ago |