| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Dave IncDAVE | +145.68% | $86.30 | $212.02 | 2025-03-14 - 2026-03-13 | Strong Buy |
Citigroup IncC | +51.79% | $66.30 | $100.64 | 2025-04-22 - 2025-09-16 | Strong Buy |
Bank Of America CorpBAC | +37.08% | $38.75 | $53.12 | 2025-04-22 - 2026-04-22 | Strong Buy |
Carter Bankshares IncCARE | +36.30% | $19.86 | $27.07 | 2025-12-24 - 2026-05-14 | Strong Buy |
Dave IncDAVE | +30.96% | $183.32 | $240.07 | 2025-05-14 - 2026-05-13 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Burke & Herbert Financial Services CorpBHRB | 3 | Hold | $74.00 | +18.73% | Downgrades | 3 months ago |
Visa IncV | 4 | Strong Buy | $375.00 | +16.27% | Upgrades | 3 months ago |
Mastercard IncMA | 4 | Strong Buy | $675.00 | +37.77% | Upgrades | 3 months ago |
Carter Bankshares IncCARE | 2 | Strong Buy | $25.00 | -7.65% | Maintains | 3 months ago |
Eagle Financial Services IncEFSI | 3 | Hold | $43.00 | +14.94% | Downgrades | 3 months ago |
Heritage Global IncHGBL | 3 | Strong Buy | $3.20 | +162.30% | Maintains | 4 months ago |
Citigroup IncC | 4 | Strong Buy | $135.00 | +8.16% | Maintains | 4 months ago |
Goldman Sachs Group IncGS | 4 | Hold | $940.00 | -2.99% | Maintains | 4 months ago |
Morgan StanleyMS | 4 | Hold | $185.00 | -4.90% | Maintains | 4 months ago |
Blackrock IncBLK | 4 | Strong Buy | $1,364.00 | +23.55% | Upgrades | 4 months ago |
Wells Fargo & CompanyWFC | 4 | Strong Buy | $100.00 | +35.52% | Upgrades | 4 months ago |
Jpmorgan Chase & CoJPM | 4 | Hold | $320.00 | +6.70% | Maintains | 4 months ago |
Bank Of America CorpBAC | 4 | Strong Buy | $61.00 | +22.37% | Maintains | 4 months ago |
American Express CoAXP | 3 | Hold | $325.00 | +3.91% | Upgrades | 7 months ago |
Idt CorpIDT | 3 | Strong Buy | $80.00 | +51.49% | Maintains | 7 months ago |
Dave IncDAVE | 3 | Strong Buy | $280.00 | +19.41% | Maintains | 8 months ago |
Newtekone IncNEWT | 3 | Strong Buy | $18.00 | +37.40% | Maintains | 8 months ago |