| 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 | 2025-04-23 - 2025-09-16 | Strong Buy |
Dave IncDAVE | +47.74% | $242.56 | $358.36 | 2025-09-22 - 2026-09-10 | Strong Buy |
Idt CorpIDT | +46.55% | $47.37 | $69.42 | 2025-10-08 - 2026-09-10 | Strong Buy |
Citigroup IncC | +40.97% | $98.25 | $138.50 | 2025-10-21 - 2026-09-10 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Allstate CorpALL | 1 | Strong Buy | $297.00 | +17.96% | Upgrades | a month ago |
Morgan StanleyMS | 5 | Strong Buy | $245.00 | +15.21% | Upgrades | 2 months ago |
Carter Bankshares IncCARE | 3 | Hold | $27.00 | -14.56% | Downgrades | 4 months ago |
Burke & Herbert Financial Services CorpBHRB | 4 | Strong Buy | $74.00 | +3.50% | Upgrades | 4 months ago |
Eagle Financial Services IncEFSI | 4 | Strong Buy | $43.00 | -5.83% | Upgrades | 4 months ago |
Visa IncV | 4 | Strong Buy | $375.00 | +2.12% | Upgrades | 7 months ago |
Mastercard IncMA | 4 | Strong Buy | $675.00 | +19.39% | Upgrades | 7 months ago |
Heritage Global IncHGBL | 3 | Strong Buy | $3.20 | +128.57% | Maintains | 7 months ago |
Citigroup IncC | 4 | Strong Buy | $135.00 | -2.53% | Maintains | 7 months ago |
Goldman Sachs Group IncGS | 4 | Hold | $940.00 | -7.82% | Maintains | 7 months ago |
Blackrock IncBLK | 4 | Strong Buy | $1,364.00 | +28.39% | Upgrades | 8 months ago |
Wells Fargo & CompanyWFC | 4 | Strong Buy | $100.00 | +11.79% | Upgrades | 8 months ago |
Jpmorgan Chase & CoJPM | 4 | Hold | $320.00 | -9.49% | Maintains | 8 months ago |
Bank Of America CorpBAC | 4 | Strong Buy | $61.00 | -2.49% | Maintains | 8 months ago |
American Express CoAXP | 3 | Hold | $325.00 | +1.34% | Upgrades | a year ago |
Idt CorpIDT | 3 | Strong Buy | $80.00 | +15.24% | Maintains | a year ago |
Dave IncDAVE | 3 | Strong Buy | $280.00 | -21.87% | Maintains | a year ago |
Newtekone IncNEWT | 3 | Strong Buy | $18.00 | +47.90% | Maintains | a year ago |