| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Dave IncDAVE | +145.68% | $86.30 | $212.02 | 2025-03-13 - 2026-03-13 | Strong Buy |
Dave IncDAVE | +53.61% | $242.56 | $372.59 | 2025-09-22 - 2026-06-30 | Strong Buy |
Citigroup IncC | +51.79% | $66.30 | $100.64 | 2025-04-22 - 2025-09-16 | Strong Buy |
Citigroup IncC | +42.45% | $98.25 | $139.96 | 2025-10-21 - 2026-06-30 | Strong Buy |
Bank Of America CorpBAC | +37.08% | $38.75 | $53.12 | 2025-04-22 - 2026-04-22 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Carter Bankshares IncCARE | 3 | Hold | $27.00 | -20.61% | Downgrades | 2 months ago |
Burke & Herbert Financial Services CorpBHRB | 4 | Strong Buy | $74.00 | +2.98% | Upgrades | 2 months ago |
Eagle Financial Services IncEFSI | 4 | Strong Buy | $43.00 | +3.71% | Upgrades | 2 months ago |
Visa IncV | 4 | Strong Buy | $375.00 | +9.30% | Upgrades | 4 months ago |
Mastercard IncMA | 4 | Strong Buy | $675.00 | +31.43% | Upgrades | 5 months ago |
Heritage Global IncHGBL | 3 | Strong Buy | $3.20 | +164.46% | Maintains | 5 months ago |
Citigroup IncC | 4 | Strong Buy | $135.00 | -3.54% | Maintains | 5 months ago |
Goldman Sachs Group IncGS | 4 | Hold | $940.00 | -7.06% | Maintains | 5 months ago |
Morgan StanleyMS | 4 | Hold | $185.00 | -11.50% | Maintains | 5 months ago |
Blackrock IncBLK | 4 | Strong Buy | $1,364.00 | +41.85% | Upgrades | 5 months ago |
Wells Fargo & CompanyWFC | 4 | Strong Buy | $100.00 | +21.01% | Upgrades | 5 months ago |
Jpmorgan Chase & CoJPM | 4 | Hold | $320.00 | -2.24% | Maintains | 5 months ago |
Bank Of America CorpBAC | 4 | Strong Buy | $61.00 | +7.06% | Maintains | 5 months ago |
American Express CoAXP | 3 | Hold | $325.00 | -3.92% | Upgrades | 8 months ago |
Idt CorpIDT | 3 | Strong Buy | $80.00 | +37.55% | Maintains | 9 months ago |
Dave IncDAVE | 3 | Strong Buy | $280.00 | -24.85% | Maintains | 9 months ago |
Newtekone IncNEWT | 3 | Strong Buy | $18.00 | +21.54% | Maintains | 9 months ago |