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 | +15.16% | $82.28 | $94.75 | 2025-01-29 - 2025-08-22 | Strong Buy |
Lpl Financial Holdings IncLPLA | +7.98% | $335.64 | $362.44 | 2025-01-06 - 2025-08-22 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Raymond James Financial IncRJF | 8 | Hold | $172.00 | +4.07% | Maintains | a month ago |
Forge Global Holdings IncFRGE | 1 | Hold | $18.00 | -7.69% | Assumes | 3 months ago |
Stifel Financial CorpSF | 2 | Hold | $100.00 | -12.53% | Maintains | 4 months ago |
Lpl Financial Holdings IncLPLA | 6 | Strong Buy | $405.00 | +11.74% | Maintains | 7 months ago |
Nasdaq IncNDAQ | 3 | Strong Buy | $95.00 | +0.26% | Maintains | 7 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 |