Lisa C. McClain
House
Committee on Financial ServicesCommittee on Education and Workforce
Alert me on this person
+1.6%
Return per decision, 1 monthS&P +2.2%
That is −0.6 points vs the S&P
+4.6%
Return per decision, 3 monthsS&P +5.1%
That is −0.5 points vs the S&P
+10.9%
Return per decision, 6 monthsS&P +7.6%
That is +3.3 points vs the S&P
Record
Same numbers as the leaderboard
624
Decisions
422
Companies
+1.6%
Return
+2.2%
S&P same days
−0.6
vs S&P
56%
Up
+0.3
After selling, 507 sales
624
Decisions
422
Companies
+4.6%
Return
+5.1%
S&P same days
−0.5
vs S&P
55%
Up
−0.4
After selling, 507 sales
623
Decisions
422
Companies
+10.9%
Return
+7.6%
S&P same days
+3.3
vs S&P
62%
Up
−2.1
After selling, 506 sales
Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 704 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.
Committees
Current Congress, from the House ClerkEducation and Workforce
Financial ServicesBanks, lenders, insurers, brokers, exchanges and payment companies
169 of 1434 reported trades are in industries these committees oversee.How this is decided
Reports
10 reports · 1434 trades · newest first
Filed Oct 12·Public Oct 13·Trades Sep 14 to Sep 30·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
CACI International, Inc. Class A Common Stock
Sep 14
$15,001 - $50,000
1 week−0.3%S&P −1.2%
Sell
Seagate Technology Holdings PLC - Ordinary Shares
Sep 30
$15,001 - $50,000
After selling, 1 week+8.4 pointsstock −9.6%, S&P −1.2%
Filed Aug 5·Traded Jul 15·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Saronic Technologies
Jul 15
$50,001 - $100,000
Not countednot a stock
Filed Mar 4·Trades Feb 4 to Feb 6·2 trades
Read the filing ↗Filed Feb 11·Traded Jan 12·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Apptronik
Jan 12
$50,001 - $100,000
Not countednot a stock
Filed Jan 7·Traded Dec 15, 2025·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
SPxAI
Dec 15, 2025
$100,001 - $250,000
Not countednot a stock
Filed Nov 21, 2025·Trades Oct 14, 2025 to Oct 31, 2025·473 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
AbbVie Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −3.2%, S&P +13.5%
Sell
AbbVie Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −3.2%, S&P +13.5%
Sell
ACI Worldwide, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+22.8 pointsstock −9.3%, S&P +13.5%
Sell
ACI Worldwide, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+22.8 pointsstock −9.3%, S&P +13.5%
Sell
Advanced Micro Devices, Inc.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−127.4 pointsstock +140.9%, S&P +13.5%
Sell
Advanced Micro Devices, Inc.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−127.4 pointsstock +140.9%, S&P +13.5%
Sell
Akamai Technologies, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−48.5 pointsstock +62.0%, S&P +13.5%
Buy
Akamai Technologies, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+62.0%S&P +13.5%
Sell
Akamai Technologies, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−48.5 pointsstock +62.0%, S&P +13.5%
Sell
Alexander & Baldwin, Inc. Common Stock REIT Holding Company
Oct 30, 2025
$1,001 - $15,000
After selling, 3 months−32.7 pointsstock +36.1%, S&P +3.4%
Buy
Alexander & Baldwin, Inc. Common Stock REIT Holding Company
Oct 30, 2025
$1,001 - $15,000
3 months+36.1%S&P +3.4%
Sell
Alexander & Baldwin, Inc. Common Stock REIT Holding Company
Oct 31, 2025
$1,001 - $15,000
After selling, 3 months−32.7 pointsstock +36.1%, S&P +3.4%
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+35.0 pointsstock −21.5%, S&P +13.5%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Oct 30, 2025
$1,001 - $15,000
6 months−21.5%S&P +13.5%
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+35.0 pointsstock −21.5%, S&P +13.5%
Sell
Allegion plc Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+32.0 pointsstock −18.5%, S&P +13.5%
Sell
Allegion plc Ordinary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+32.0 pointsstock −18.5%, S&P +13.5%
Sell
Alphabet Inc. - Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +22.6%, S&P +13.5%
Buy
Alphabet Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+22.6%S&P +13.5%
Sell
Alphabet Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +22.6%, S&P +13.5%
Sell
Alphabet Inc. - Class C Capital Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−7.9 pointsstock +21.4%, S&P +13.5%
Buy
Alphabet Inc. - Class C Capital Stock
Oct 30, 2025
$1,001 - $15,000
6 months+21.4%S&P +13.5%
Sell
Alphabet Inc. - Class C Capital Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−7.9 pointsstock +21.4%, S&P +13.5%
Sell
Amazon.com, Inc. - Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−7.6 pointsstock +21.1%, S&P +13.5%
Sell
American Express Company Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+24.5 pointsstock −11.0%, S&P +13.5%
Buy
American Express Company Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−11.0%S&P +13.5%
Sell
American Express Company Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+24.5 pointsstock −11.0%, S&P +13.5%
Sell
American Homes 4 Rent Common Shares of Beneficial Interest
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+12.7 pointsstock +0.8%, S&P +13.5%
Buy
American Homes 4 Rent Common Shares of Beneficial Interest
Oct 30, 2025
$1,001 - $15,000
6 months+0.8%S&P +13.5%
Sell
American Homes 4 Rent Common Shares of Beneficial Interest
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+12.7 pointsstock +0.8%, S&P +13.5%
Sell
AppFolio, Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+43.1 pointsstock −29.6%, S&P +13.5%
Buy
AppFolio, Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−29.6%S&P +13.5%
Sell
AppFolio, Inc. - Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+43.1 pointsstock −29.6%, S&P +13.5%
Sell
Apple Inc. - Common Stock
Oct 31, 2025
$15,001 - $50,000
After selling, 6 months0.0 pointsstock +13.5%, S&P +13.5%
Sell
Apple Inc. - Common Stock
Oct 30, 2025
$15,001 - $50,000
After selling, 6 months0.0 pointsstock +13.5%, S&P +13.5%
Sell
Apple Inc. - Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months0.0 pointsstock +13.5%, S&P +13.5%
Sell
Arista Networks, Inc. Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−13.6 pointsstock +27.1%, S&P +13.5%
Sell
ASML Holding N.V. - New York Registry Shares
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−49.6 pointsstock +63.1%, S&P +13.5%
Sell
ASML Holding N.V. - New York Registry Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−49.6 pointsstock +63.1%, S&P +13.5%
Buy
ASML Holding N.V. - New York Registry Shares
Oct 30, 2025
$1,001 - $15,000
6 months+63.1%S&P +13.5%
Sell
ASML Holding N.V. - New York Registry Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−49.6 pointsstock +63.1%, S&P +13.5%
Sell
AstraZeneca PLC - American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock +3.4%, S&P +13.5%
Buy
AstraZeneca PLC - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
6 months+3.4%S&P +13.5%
Sell
AstraZeneca PLC - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock +3.4%, S&P +13.5%
Sell
AvalonBay Communities, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+8.9 pointsstock +4.6%, S&P +13.5%
Buy
AvalonBay Communities, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+4.6%S&P +13.5%
Sell
AvalonBay Communities, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+8.9 pointsstock +4.6%, S&P +13.5%
Buy
Bank of America Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−1.2%S&P +13.5%
Sell
Bank of America Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+14.7 pointsstock −1.2%, S&P +13.5%
Sell
Bank of America Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+14.7 pointsstock −1.2%, S&P +13.5%
Sell
Barclays PLC Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−3.1 pointsstock +16.6%, S&P +13.5%
Sell
Barclays PLC Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−3.1 pointsstock +16.6%, S&P +13.5%
Buy
Baxter International Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+6.0%S&P +13.5%
Sell
Baxter International Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+7.5 pointsstock +6.0%, S&P +13.5%
Sell
Baxter International Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+7.5 pointsstock +6.0%, S&P +13.5%
Sell
Berkshire Hathaway Inc. New Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+19.5 pointsstock −6.0%, S&P +13.5%
Sell
Berkshire Hathaway Inc. New Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+19.5 pointsstock −6.0%, S&P +13.5%
Buy
Berkshire Hathaway Inc. New Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−6.0%S&P +13.5%
Buy
BHP Group Limited American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
6 months+69.3%S&P +13.5%
Sell
BHP Group Limited American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−55.8 pointsstock +69.3%, S&P +13.5%
Sell
BHP Group Limited American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−55.8 pointsstock +69.3%, S&P +13.5%
Sell
BlackLine, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+65.3 pointsstock −51.8%, S&P +13.5%
Sell
BlackLine, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+65.3 pointsstock −51.8%, S&P +13.5%
Sell
BlackRock, Inc. Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +3.8%, S&P +13.5%
Sell
Boston Scientific Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+63.4 pointsstock −49.9%, S&P +13.5%
Buy
Boston Scientific Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−49.9%S&P +13.5%
Sell
Boston Scientific Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+63.4 pointsstock −49.9%, S&P +13.5%
Sell
BP p.l.c. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−5.2 pointsstock +18.7%, S&P +13.5%
Sell
BP p.l.c. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−5.2 pointsstock +18.7%, S&P +13.5%
Sell
Brinks Company
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −3.2%, S&P +13.5%
Sell
Brinks Company
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+16.7 pointsstock −3.2%, S&P +13.5%
Sell
Broadcom Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+0.2 pointsstock +13.3%, S&P +13.5%
Sell
Broadcom Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+0.2 pointsstock +13.3%, S&P +13.5%
Sell
Brown & Brown, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+41.4 pointsstock −27.9%, S&P +13.5%
Sell
Brown & Brown, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+41.4 pointsstock −27.9%, S&P +13.5%
Sell
BWX Technologies, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−0.9 pointsstock +14.4%, S&P +13.5%
Sell
BWX Technologies, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−0.9 pointsstock +14.4%, S&P +13.5%
Sell
CACI International, Inc. Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+27.8 pointsstock −14.3%, S&P +13.5%
Buy
CACI International, Inc. Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−14.3%S&P +13.5%
Sell
CACI International, Inc. Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+27.8 pointsstock −14.3%, S&P +13.5%
Sell
Caseys General Stores, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−31.1 pointsstock +44.6%, S&P +13.5%
Buy
Caseys General Stores, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+44.6%S&P +13.5%
Sell
Caseys General Stores, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−31.1 pointsstock +44.6%, S&P +13.5%
Sell
Chord Energy Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−32.9 pointsstock +46.4%, S&P +13.5%
Buy
Chord Energy Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+46.4%S&P +13.5%
Sell
Chord Energy Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−32.9 pointsstock +46.4%, S&P +13.5%
Sell
Ciena Corporation
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−179.4 pointsstock +192.9%, S&P +13.5%
Sell
Ciena Corporation
Oct 15, 2025
$1,001 - $15,000
After selling, 6 months−179.4 pointsstock +192.9%, S&P +13.5%
Sell
Ciena Corporation
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−179.4 pointsstock +192.9%, S&P +13.5%
Sell
Clorox Company
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+20.2 pointsstock −6.7%, S&P +13.5%
Sell
Clorox Company
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+20.2 pointsstock −6.7%, S&P +13.5%
Sell
Coca-Cola Company
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+1.2 pointsstock +12.3%, S&P +13.5%
Sell
Coca-Cola Company
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+1.2 pointsstock +12.3%, S&P +13.5%
Sell
Coherent Corp.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−134.8 pointsstock +148.3%, S&P +13.5%
Sell
Coherent Corp.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−134.8 pointsstock +148.3%, S&P +13.5%
Sell
ConocoPhillips Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−19.8 pointsstock +33.3%, S&P +13.5%
Sell
ConocoPhillips Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−19.8 pointsstock +33.3%, S&P +13.5%
Buy
Constellation Energy Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−18.9%S&P +13.5%
Sell
Constellation Energy Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+32.4 pointsstock −18.9%, S&P +13.5%
Sell
Constellation Energy Corporation - Common Stock When-Issued
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+32.4 pointsstock −18.9%, S&P +13.5%
Sell
Core & Main, Inc. Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+4.0 pointsstock +9.5%, S&P +13.5%
Sell
Core & Main, Inc. Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+4.0 pointsstock +9.5%, S&P +13.5%
Buy
Core & Main, Inc. Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+9.5%S&P +13.5%
Sell
Cummins Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−25.1 pointsstock +38.6%, S&P +13.5%
Sell
Cummins Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−25.1 pointsstock +38.6%, S&P +13.5%
Sell
CVS Health Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−7.8 pointsstock +21.3%, S&P +13.5%
Sell
CVS Health Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−7.8 pointsstock +21.3%, S&P +13.5%
Sell
D.R. Horton, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+12.3 pointsstock +1.2%, S&P +13.5%
Sell
D.R. Horton, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+12.3 pointsstock +1.2%, S&P +13.5%
Sell
Darden Restaurants, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−6.3 pointsstock +19.8%, S&P +13.5%
Sell
Darden Restaurants, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−6.3 pointsstock +19.8%, S&P +13.5%
Buy
Darden Restaurants, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+19.8%S&P +13.5%
Buy
Datadog, Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+42.2%S&P +13.5%
Sell
Datadog, Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−28.7 pointsstock +42.2%, S&P +13.5%
Sell
Datadog, Inc. - Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−28.7 pointsstock +42.2%, S&P +13.5%
Sell
DBA Sempra Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+16.3 pointsstock −2.8%, S&P +13.5%
Sell
DBA Sempra Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+16.3 pointsstock −2.8%, S&P +13.5%
Buy
Dell Technologies Inc. Class C Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+151.1%S&P +13.5%
Sell
Dell Technologies Inc. Class C Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−137.6 pointsstock +151.1%, S&P +13.5%
Sell
Dell Technologies Inc. Class C Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−137.6 pointsstock +151.1%, S&P +13.5%
Sell
Delta Air Lines, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−23.2 pointsstock +36.7%, S&P +13.5%
Sell
Delta Air Lines, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−23.2 pointsstock +36.7%, S&P +13.5%
Buy
Dick's Sporting Goods Inc Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+11.0%S&P +13.5%
Sell
Dick's Sporting Goods Inc Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +11.0%, S&P +13.5%
Sell
Dick's Sporting Goods Inc Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +11.0%, S&P +13.5%
Sell
Duke Energy Corporation
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+10.4 pointsstock +3.1%, S&P +13.5%
Sell
Duke Energy Corporation
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+10.4 pointsstock +3.1%, S&P +13.5%
Buy
Eaton Corporation, PLC Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
6 months+22.3%S&P +13.5%
Sell
Eaton Corporation, PLC Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−8.8 pointsstock +22.3%, S&P +13.5%
Sell
Eaton Corporation, PLC Ordinary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−8.8 pointsstock +22.3%, S&P +13.5%
Sell
EchoStar Corporation - Common stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−71.3 pointsstock +84.8%, S&P +13.5%
Sell
EchoStar Corporation - Common stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−71.3 pointsstock +84.8%, S&P +13.5%
Sell
Ecolab Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock −2.6%, S&P +13.5%
Sell
Ecolab Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock −2.6%, S&P +13.5%
Sell
EMCOR Group, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−27.4 pointsstock +40.9%, S&P +13.5%
Sell
EMCOR Group, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−27.4 pointsstock +40.9%, S&P +13.5%
Buy
Encompass Health Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−6.5%S&P +13.5%
Sell
Encompass Health Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −6.5%, S&P +13.5%
Sell
Encompass Health Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −6.5%, S&P +13.5%
Sell
Entegris, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−73.9 pointsstock +87.4%, S&P +13.5%
Sell
Entegris, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−73.9 pointsstock +87.4%, S&P +13.5%
Buy
Essential Utilities, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−6.4%S&P +13.5%
Sell
Essential Utilities, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+19.9 pointsstock −6.4%, S&P +13.5%
Sell
Essential Utilities, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+19.9 pointsstock −6.4%, S&P +13.5%
Sell
Exelon Corporation
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock −0.6%, S&P +13.5%
Sell
Exelon Corporation
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock −0.6%, S&P +13.5%
Sell
Exxon Mobil Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−14.9 pointsstock +28.4%, S&P +13.5%
Sell
Exxon Mobil Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−14.9 pointsstock +28.4%, S&P +13.5%
Sell
Fabrinet Ordinary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−46.9 pointsstock +60.4%, S&P +13.5%
Sell
Fabrinet Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−46.9 pointsstock +60.4%, S&P +13.5%
Sell
Five Below, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−29.4 pointsstock +42.9%, S&P +13.5%
Sell
Five Below, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−29.4 pointsstock +42.9%, S&P +13.5%
Sell
Flex Ltd. - Ordinary Shares
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−140.8 pointsstock +154.3%, S&P +13.5%
Sell
FMC Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+9.5 pointsstock +4.0%, S&P +13.5%
Sell
FMC Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+9.5 pointsstock +4.0%, S&P +13.5%
Sell
Fortinet, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−49.1 pointsstock +62.6%, S&P +13.5%
Sell
Fortinet, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−49.1 pointsstock +62.6%, S&P +13.5%
Sell
Gartner, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+43.5 pointsstock −30.0%, S&P +13.5%
Sell
Gartner, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+43.5 pointsstock −30.0%, S&P +13.5%
Sell
Getty Realty Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−5.8 pointsstock +19.3%, S&P +13.5%
Buy
Getty Realty Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+19.3%S&P +13.5%
Sell
Getty Realty Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−5.8 pointsstock +19.3%, S&P +13.5%
Sell
Goldman Sachs Group, Inc.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−15.3 pointsstock +28.8%, S&P +13.5%
Sell
Goldman Sachs Group, Inc.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−15.3 pointsstock +28.8%, S&P +13.5%
Sell
GSK plc American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +11.0%, S&P +13.5%
Sell
GSK plc American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +11.0%, S&P +13.5%
Sell
Hasbro, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+3.9 pointsstock +9.6%, S&P +13.5%
Sell
Hasbro, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+3.9 pointsstock +9.6%, S&P +13.5%
Sell
HDFC Bank Limited Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+48.5 pointsstock −35.0%, S&P +13.5%
Sell
HDFC Bank Limited Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+48.5 pointsstock −35.0%, S&P +13.5%
Sell
Hewlett Packard Enterprise Company Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−69.8 pointsstock +83.3%, S&P +13.5%
Buy
Hewlett Packard Enterprise Company Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+83.3%S&P +13.5%
Sell
Hewlett Packard Enterprise Company Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−69.8 pointsstock +83.3%, S&P +13.5%
Sell
Home BancShares, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+15.3 pointsstock −1.8%, S&P +13.5%
Sell
Home BancShares, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+15.3 pointsstock −1.8%, S&P +13.5%
Sell
Honda Motor Company, Ltd. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+22.0 pointsstock −8.5%, S&P +13.5%
Buy
Honda Motor Company, Ltd. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−8.5%S&P +13.5%
Sell
Honda Motor Company, Ltd. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+22.0 pointsstock −8.5%, S&P +13.5%
Sell
Howmet Aerospace Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−16.5 pointsstock +30.0%, S&P +13.5%
Sell
Howmet Aerospace Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−16.5 pointsstock +30.0%, S&P +13.5%
Sell
HSBC Holdings, plc. Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−26.0 pointsstock +39.5%, S&P +13.5%
Sell
Humana Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−22.4 pointsstock +35.9%, S&P +13.5%
Sell
Humana Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−22.4 pointsstock +35.9%, S&P +13.5%
Sell
Hyatt Hotels Corporation Class A Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +14.9%, S&P +13.5%
Sell
IDEX Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−11.0 pointsstock +24.5%, S&P +13.5%
Sell
IDEX Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−11.0 pointsstock +24.5%, S&P +13.5%
Sell
Illinois Tool Works Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+9.3 pointsstock +4.2%, S&P +13.5%
Sell
Illinois Tool Works Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+9.3 pointsstock +4.2%, S&P +13.5%
Sell
Illumina, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−12.5 pointsstock +26.0%, S&P +13.5%
Sell
Illumina, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−12.5 pointsstock +26.0%, S&P +13.5%
Sell
ING Group, N.V. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−15.0 pointsstock +28.5%, S&P +13.5%
Sell
ING Group, N.V. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−15.0 pointsstock +28.5%, S&P +13.5%
Sell
Ingredion Incorporated Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+14.6 pointsstock −1.1%, S&P +13.5%
Sell
Interactive Brokers Group, Inc. - Class A Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−19.9 pointsstock +33.4%, S&P +13.5%
Sell
ITT Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock +7.3%, S&P +13.5%
Sell
ITT Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock +7.3%, S&P +13.5%
Sell
JD.com, Inc. - American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +3.8%, S&P +13.5%
Buy
JD.com, Inc. - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
6 months+3.8%S&P +13.5%
Sell
JD.com, Inc. - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +3.8%, S&P +13.5%
Sell
Johnson & Johnson Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−0.5 pointsstock +14.0%, S&P +13.5%
Sell
Johnson & Johnson Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−0.5 pointsstock +14.0%, S&P +13.5%
Sell
JP Morgan Chase & Co. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+13.0 pointsstock +0.5%, S&P +13.5%
Sell
JP Morgan Chase & Co. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+13.0 pointsstock +0.5%, S&P +13.5%
Sell
Kenvue Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+5.8 pointsstock +7.7%, S&P +13.5%
Sell
Kenvue Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+5.8 pointsstock +7.7%, S&P +13.5%
Sell
Kite Realty Group Trust Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−10.8 pointsstock +24.3%, S&P +13.5%
Sell
Kite Realty Group Trust Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−10.8 pointsstock +24.3%, S&P +13.5%
Sell
Lloyds Banking Group Plc American Depositary Shares
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−7.1 pointsstock +20.6%, S&P +13.5%
Sell
Loews Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+15.6 pointsstock −2.1%, S&P +13.5%
Sell
Loews Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+15.6 pointsstock −2.1%, S&P +13.5%
Sell
Louisiana-Pacific Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+14.6 pointsstock −1.1%, S&P +13.5%
Buy
Louisiana-Pacific Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−1.1%S&P +13.5%
Sell
Louisiana-Pacific Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+14.6 pointsstock −1.1%, S&P +13.5%
Sell
Magnolia Oil & Gas Corporation Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−8.3 pointsstock +21.8%, S&P +13.5%
Buy
Magnolia Oil & Gas Corporation Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+21.8%S&P +13.5%
Sell
Magnolia Oil & Gas Corporation Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−8.3 pointsstock +21.8%, S&P +13.5%
Sell
MasTec, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−73.8 pointsstock +87.3%, S&P +13.5%
Sell
MasTec, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−73.8 pointsstock +87.3%, S&P +13.5%
Sell
McDonald's Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+21.3 pointsstock −7.8%, S&P +13.5%
Sell
McDonald's Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+21.3 pointsstock −7.8%, S&P +13.5%
Sell
Meta Platforms, Inc. - Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +3.8%, S&P +13.5%
Buy
Meta Platforms, Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+3.8%S&P +13.5%
Sell
Meta Platforms, Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +3.8%, S&P +13.5%
Sell
Meta Platforms, Inc. - Class A Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +3.8%, S&P +13.5%
Sell
MGP Ingredients, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+27.8 pointsstock −14.3%, S&P +13.5%
Buy
MGP Ingredients, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−14.3%S&P +13.5%
Sell
MGP Ingredients, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+27.8 pointsstock −14.3%, S&P +13.5%
Sell
Microsoft Corporation - Common Stock
Oct 31, 2025
$15,001 - $50,000
After selling, 6 months+23.0 pointsstock −9.5%, S&P +13.5%
Buy
Microsoft Corporation - Common Stock
Oct 30, 2025
$15,001 - $50,000
6 months−9.5%S&P +13.5%
Sell
Microsoft Corporation - Common Stock
Oct 30, 2025
$15,001 - $50,000
After selling, 6 months+23.0 pointsstock −9.5%, S&P +13.5%
Sell
MKS Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−102.4 pointsstock +115.9%, S&P +13.5%
Sell
MKS Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−102.4 pointsstock +115.9%, S&P +13.5%
Sell
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+23.2 pointsstock −9.7%, S&P +13.5%
Sell
Netflix, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+32.8 pointsstock −19.3%, S&P +13.5%
Sell
Netflix, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+32.8 pointsstock −19.3%, S&P +13.5%
Sell
Northern Trust Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−18.8 pointsstock +32.3%, S&P +13.5%
Buy
Northern Trust Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+32.3%S&P +13.5%
Sell
Northern Trust Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−18.8 pointsstock +32.3%, S&P +13.5%
Sell
Norwegian Cruise Line Holdings Ltd. Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +3.0%, S&P +13.5%
Buy
Norwegian Cruise Line Holdings Ltd. Ordinary Shares
Oct 30, 2025
$1,001 - $15,000
6 months+3.0%S&P +13.5%
Sell
Norwegian Cruise Line Holdings Ltd. Ordinary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +3.0%, S&P +13.5%
Sell
Novartis AG Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−9.8 pointsstock +23.3%, S&P +13.5%
Sell
Novartis AG Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−9.8 pointsstock +23.3%, S&P +13.5%
Sell
Novo Nordisk A/S Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+8.8 pointsstock +4.7%, S&P +13.5%
Sell
Novo Nordisk A/S Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+8.8 pointsstock +4.7%, S&P +13.5%
Sell
NVIDIA Corporation - Common Stock
Oct 31, 2025
$15,001 - $50,000
After selling, 6 months−3.9 pointsstock +17.4%, S&P +13.5%
Sell
NVIDIA Corporation - Common Stock
Oct 30, 2025
$15,001 - $50,000
After selling, 6 months−3.9 pointsstock +17.4%, S&P +13.5%
Sell
Option Care Health, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+41.4 pointsstock −27.9%, S&P +13.5%
Buy
Option Care Health, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−27.9%S&P +13.5%
Sell
Option Care Health, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+41.4 pointsstock −27.9%, S&P +13.5%
Sell
Oracle Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+11.2 pointsstock +2.3%, S&P +13.5%
Sell
Oracle Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+11.2 pointsstock +2.3%, S&P +13.5%
Sell
O'Reilly Automotive, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+23.4 pointsstock −9.9%, S&P +13.5%
Buy
O'Reilly Automotive, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−9.9%S&P +13.5%
Sell
O'Reilly Automotive, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+23.4 pointsstock −9.9%, S&P +13.5%
Sell
Oshkosh Corporation
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+9.2 pointsstock +4.3%, S&P +13.5%
Sell
Oshkosh Corporation
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+9.2 pointsstock +4.3%, S&P +13.5%
Sell
Otis Worldwide Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+30.7 pointsstock −17.2%, S&P +13.5%
Buy
Otis Worldwide Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−17.2%S&P +13.5%
Sell
Otis Worldwide Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+30.7 pointsstock −17.2%, S&P +13.5%
Sell
Palantir Technologies Inc. - Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+25.2 pointsstock −11.7%, S&P +13.5%
Buy
Palantir Technologies Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−11.7%S&P +13.5%
Sell
Palantir Technologies Inc. - Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+25.2 pointsstock −11.7%, S&P +13.5%
Sell
PDD Holdings Inc. - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+40.3 pointsstock −26.8%, S&P +13.5%
Buy
PDD Holdings Inc. - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
6 months−26.8%S&P +13.5%
Sell
PDD Holdings Inc. - American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+40.3 pointsstock −26.8%, S&P +13.5%
Sell
Pepsico, Inc.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+11.1 pointsstock +2.4%, S&P +13.5%
Sell
Pepsico, Inc.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+11.1 pointsstock +2.4%, S&P +13.5%
Sell
Performance Food Group Company Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +3.0%, S&P +13.5%
Buy
Performance Food Group Company Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+3.0%S&P +13.5%
Sell
Performance Food Group Company Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +3.0%, S&P +13.5%
Sell
Polaris Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+3.6 pointsstock +9.9%, S&P +13.5%
Sell
Polaris Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+3.6 pointsstock +9.9%, S&P +13.5%
Sell
Principal Financial Group Inc
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +24.4%, S&P +13.5%
Sell
Principal Financial Group Inc
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +24.4%, S&P +13.5%
Sell
Pure Storage, Inc. Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Buy
Pure Storage, Inc. Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
Pure Storage, Inc. Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
Qualys, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+42.1 pointsstock −28.6%, S&P +13.5%
Sell
Qualys, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+42.1 pointsstock −28.6%, S&P +13.5%
Sell
Quanta Services, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−51.5 pointsstock +65.0%, S&P +13.5%
Sell
Quanta Services, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−51.5 pointsstock +65.0%, S&P +13.5%
Sell
RB Global, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+1.6 pointsstock +11.9%, S&P +13.5%
Sell
RB Global, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+1.6 pointsstock +11.9%, S&P +13.5%
Sell
Regions Financial Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−0.7 pointsstock +14.2%, S&P +13.5%
Buy
Regions Financial Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+14.2%S&P +13.5%
Sell
Regions Financial Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−0.7 pointsstock +14.2%, S&P +13.5%
Sell
Repligen Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+40.1 pointsstock −26.6%, S&P +13.5%
Sell
Repligen Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+40.1 pointsstock −26.6%, S&P +13.5%
Sell
Rio Tinto Plc Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−41.8 pointsstock +55.3%, S&P +13.5%
Sell
Rio Tinto Plc Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−41.8 pointsstock +55.3%, S&P +13.5%
Sell
Roivant Sciences Ltd. - Common Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−33.7 pointsstock +47.2%, S&P +13.5%
Buy
Roivant Sciences Ltd. - Common Shares
Oct 30, 2025
$1,001 - $15,000
6 months+47.2%S&P +13.5%
Sell
Roivant Sciences Ltd. - Common Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−33.7 pointsstock +47.2%, S&P +13.5%
Sell
Rollins, Inc. Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+30.8 pointsstock −17.3%, S&P +13.5%
Sell
Sandisk Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−609.8 pointsstock +623.3%, S&P +13.5%
Sell
Sandisk Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−609.8 pointsstock +623.3%, S&P +13.5%
Sell
SAP SE ADS
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+38.6 pointsstock −25.1%, S&P +13.5%
Sell
SAP SE ADS
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+38.6 pointsstock −25.1%, S&P +13.5%
Sell
SAP SE ADS
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+38.6 pointsstock −25.1%, S&P +13.5%
Sell
Schneider National, Inc. Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−51.8 pointsstock +65.3%, S&P +13.5%
Sell
Science Applications International Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−9.3 pointsstock +22.8%, S&P +13.5%
Buy
Science Applications International Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+22.8%S&P +13.5%
Sell
Science Applications International Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−9.3 pointsstock +22.8%, S&P +13.5%
Sell
Seacoast Banking Corporation of Florida - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock −0.3%, S&P +13.5%
Buy
Seacoast Banking Corporation of Florida - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−0.3%S&P +13.5%
Sell
Seacoast Banking Corporation of Florida - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock −0.3%, S&P +13.5%
Sell
Shell PLC American Depositary Shares
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−3.1 pointsstock +16.6%, S&P +13.5%
Sell
Sherwin-Williams Company
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+22.8 pointsstock −9.3%, S&P +13.5%
Sell
Sherwin-Williams Company
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+22.8 pointsstock −9.3%, S&P +13.5%
Sell
SLB Limited Common Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−42.9 pointsstock +56.4%, S&P +13.5%
Sell
SLB Limited Common Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−42.9 pointsstock +56.4%, S&P +13.5%
Sell
Somnigroup International Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+31.9 pointsstock −18.4%, S&P +13.5%
Buy
Somnigroup International Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−18.4%S&P +13.5%
Sell
Somnigroup International Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+31.9 pointsstock −18.4%, S&P +13.5%
Sell
Sony Group Corporation American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+38.6 pointsstock −25.1%, S&P +13.5%
Buy
Sony Group Corporation American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
6 months−25.1%S&P +13.5%
Sell
Sony Group Corporation American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+38.6 pointsstock −25.1%, S&P +13.5%
Sell
Spire Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+15.2 pointsstock −1.7%, S&P +13.5%
Sell
Spire Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+15.2 pointsstock −1.7%, S&P +13.5%
Sell
Sprouts Farmers Market, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+4.4 pointsstock +9.1%, S&P +13.5%
Buy
Sprouts Farmers Market, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+9.1%S&P +13.5%
Sell
Sprouts Farmers Market, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+4.4 pointsstock +9.1%, S&P +13.5%
Sell
Stifel Financial Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+23.8 pointsstock −10.3%, S&P +13.5%
Buy
Stifel Financial Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−10.3%S&P +13.5%
Sell
Stifel Financial Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+23.8 pointsstock −10.3%, S&P +13.5%
Sell
Sysco Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+10.3 pointsstock +3.2%, S&P +13.5%
Sell
Sysco Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+10.3 pointsstock +3.2%, S&P +13.5%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−36.6 pointsstock +50.1%, S&P +13.5%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months−36.6 pointsstock +50.1%, S&P +13.5%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 30, 2025
$1,001 - $15,000
6 months+50.1%S&P +13.5%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−36.6 pointsstock +50.1%, S&P +13.5%
Sell
Taylor Morrison Home Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+15.2 pointsstock −1.7%, S&P +13.5%
Buy
Taylor Morrison Home Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−1.7%S&P +13.5%
Sell
Taylor Morrison Home Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+15.2 pointsstock −1.7%, S&P +13.5%
Sell
Teradyne, Inc.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−117.2 pointsstock +130.7%, S&P +13.5%
Sell
Teradyne, Inc.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−117.2 pointsstock +130.7%, S&P +13.5%
Sell
Tesla, Inc. - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock +5.8%, S&P +13.5%
Sell
Tesla, Inc. - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock +5.8%, S&P +13.5%
Sell
Textron Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+1.9 pointsstock +11.6%, S&P +13.5%
Sell
Textron Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+1.9 pointsstock +11.6%, S&P +13.5%
Sell
The Bank of New York Mellon Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After sellingNot yetreported before our prices begin
Buy
The Bank of New York Mellon Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
Not yetreported before our prices begin
Sell
The Bank of New York Mellon Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After sellingNot yetreported before our prices begin
Sell
The J.M. Smucker Company Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+11.4 pointsstock +2.1%, S&P +13.5%
Sell
The J.M. Smucker Company Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+11.4 pointsstock +2.1%, S&P +13.5%
Sell
Thermo Fisher Scientific Inc Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+30.2 pointsstock −16.7%, S&P +13.5%
Sell
Thermo Fisher Scientific Inc Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+30.2 pointsstock −16.7%, S&P +13.5%
Buy
Thermo Fisher Scientific Inc Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−16.7%S&P +13.5%
Sell
T-Mobile US, Inc.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+21.5 pointsstock −8.0%, S&P +13.5%
Sell
T-Mobile US, Inc.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+21.5 pointsstock −8.0%, S&P +13.5%
Sell
Toyota Motor Corporation Common Stock
Oct 14, 2025
$1,001 - $15,000
After selling, 6 months+17.1 pointsstock −3.6%, S&P +13.5%
Buy
Trip.com Group Limited - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
6 months−32.9%S&P +13.5%
Sell
Trip.com Group Limited - American Depositary Shares
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+46.4 pointsstock −32.9%, S&P +13.5%
Sell
Trip.com Group Limited - American Depositary Shares
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+46.4 pointsstock −32.9%, S&P +13.5%
Sell
Uber Technologies, Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+28.8 pointsstock −15.3%, S&P +13.5%
Sell
Uber Technologies, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+28.8 pointsstock −15.3%, S&P +13.5%
Buy
Uber Technologies, Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−15.3%S&P +13.5%
Buy
United Therapeutics Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+17.8%S&P +13.5%
Sell
United Therapeutics Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +17.8%, S&P +13.5%
Sell
United Therapeutics Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +17.8%, S&P +13.5%
Sell
UnitedHealth Group Incorporated Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−8.2 pointsstock +21.7%, S&P +13.5%
Sell
UnitedHealth Group Incorporated Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−8.2 pointsstock +21.7%, S&P +13.5%
Buy
UnitedHealth Group Incorporated Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+21.7%S&P +13.5%
Sell
Unum Group Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +10.3%, S&P +13.5%
Sell
Unum Group Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +10.3%, S&P +13.5%
Sell
Urban Edge Properties Common Shares of Beneficial Interest
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−8.5 pointsstock +22.0%, S&P +13.5%
Sell
Urban Edge Properties Common Shares of Beneficial Interest
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−8.5 pointsstock +22.0%, S&P +13.5%
Buy
Urban Edge Properties Common Shares of Beneficial Interest
Oct 30, 2025
$1,001 - $15,000
6 months+22.0%S&P +13.5%
Buy
VALE S.A. American Depositary Shares Each Representing one common share
Oct 30, 2025
$1,001 - $15,000
6 months+39.4%S&P +13.5%
Sell
no ticker
VALE S.A. American Depositary Shares Each Representing one
Oct 30, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Sell
VALE S.A. American Depositary Shares Each Representing one common share
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−25.9 pointsstock +39.4%, S&P +13.5%
Sell
Vertiv Holdings, LLC Class A Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−72.6 pointsstock +86.1%, S&P +13.5%
Sell
Vertiv Holdings, LLC Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−72.6 pointsstock +86.1%, S&P +13.5%
Buy
Vertiv Holdings, LLC Class A Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+86.1%S&P +13.5%
Sell
Visa Inc.
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+14.4 pointsstock −0.9%, S&P +13.5%
Sell
Visa Inc.
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+14.4 pointsstock −0.9%, S&P +13.5%
Sell
Vistra Corp. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+21.7 pointsstock −8.2%, S&P +13.5%
Sell
Vistra Corp. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+21.7 pointsstock −8.2%, S&P +13.5%
Buy
W.R. Berkley Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−15.6%S&P +13.5%
Sell
W.R. Berkley Corporation Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+29.1 pointsstock −15.6%, S&P +13.5%
Sell
W.R. Berkley Corporation Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+29.1 pointsstock −15.6%, S&P +13.5%
Sell
Walmart Inc. Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +14.9%, S&P +13.5%
Sell
Walmart Inc. Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +14.9%, S&P +13.5%
Buy
WSFS Financial Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months+31.1%S&P +13.5%
Sell
WSFS Financial Corporation - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months−17.6 pointsstock +31.1%, S&P +13.5%
Sell
WSFS Financial Corporation - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months−17.6 pointsstock +31.1%, S&P +13.5%
Sell
Wynn Resorts, Limited - Common Stock
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+30.7 pointsstock −17.2%, S&P +13.5%
Sell
Wynn Resorts, Limited - Common Stock
Oct 30, 2025
$1,001 - $15,000
After selling, 6 months+30.7 pointsstock −17.2%, S&P +13.5%
Buy
Wynn Resorts, Limited - Common Stock
Oct 30, 2025
$1,001 - $15,000
6 months−17.2%S&P +13.5%
Filed Oct 23, 2025
Read the filing ↗This report was filed as a scanned document, so the trades cannot be read here. Open the filing.
Filed Oct 22, 2025·Trades Sep 8, 2025 to Sep 25, 2025·92 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Agree Realty Corporation Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+3.8 pointsstock +3.3%, S&P +7.1%
Sell
Air Products and Chemicals, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−13.1 pointsstock +20.2%, S&P +7.1%
Buy
Albertsons Companies, Inc. Class A Common Stock
Sep 11, 2025
$1,001 - $15,000
6 months−11.4%S&P +7.1%
Sell
Align Technology, Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−28.7 pointsstock +35.8%, S&P +7.1%
Sell
Amazon.com, Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−11.0 pointsstock +18.1%, S&P +7.1%
Buy
American Homes 4 Rent Common Shares of Beneficial Interest
Sep 25, 2025
$1,001 - $15,000
6 months−7.0%S&P +7.1%
Sell
Amgen Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−10.7 pointsstock +17.8%, S&P +7.1%
Buy
ASML Holding N.V. - New York Registry Shares
Sep 25, 2025
$1,001 - $15,000
6 months+38.9%S&P +7.1%
Buy
Baxter International Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
6 months−19.5%S&P +7.1%
Sell
Beacon Financial Corporation Common stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−27.5 pointsstock +34.6%, S&P +7.1%
Buy
BHP Group Limited American Depositary Shares
Sep 11, 2025
$1,001 - $15,000
6 months+47.3%S&P +7.1%
Sell
Boise Cascade, L.L.C. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−10.1 pointsstock +17.2%, S&P +7.1%
Sell
British American Tobacco Industries, p.l.c. Common Stock ADR
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−6.5 pointsstock +13.6%, S&P +7.1%
Sell
Burlington Stores, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−14.6 pointsstock +21.7%, S&P +7.1%
Sell
Carrier Global Corporation Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−2.2 pointsstock +9.3%, S&P +7.1%
Sell
Church & Dwight Company, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−3.6 pointsstock +10.7%, S&P +7.1%
Sell
Cintas Corporation - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+16.2 pointsstock −9.1%, S&P +7.1%
Sell
Colgate-Palmolive Company Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−1.5 pointsstock +8.6%, S&P +7.1%
Sell
Commvault Systems, Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+54.5 pointsstock −47.4%, S&P +7.1%
Buy
Concentra Group Holdings Parent, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
6 months+11.0%S&P +7.1%
Sell
Concentra Group Holdings Parent, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−3.9 pointsstock +11.0%, S&P +7.1%
Sell
Constellation Brands, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +12.6%, S&P +7.1%
Sell
CoStar Group, Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+60.4 pointsstock −53.3%, S&P +7.1%
Sell
Danaher Corporation Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −18.6%, S&P +7.1%
Sell
Diageo plc Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+24.8 pointsstock −17.7%, S&P +7.1%
Sell
Dolby Laboratories Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+11.9 pointsstock −4.8%, S&P +7.1%
Sell
Dynatrace, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+35.8 pointsstock −28.7%, S&P +7.1%
Buy
Essential Utilities, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
6 months−2.8%S&P +7.1%
Sell
Exponent, Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+10.3 pointsstock −3.2%, S&P +7.1%
Sell
Flowers Foods, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+32.2 pointsstock −25.1%, S&P +7.1%
Sell
Freeport-McMoRan, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−40.5 pointsstock +47.6%, S&P +7.1%
Sell
FTI Consulting, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−13.3 pointsstock +20.4%, S&P +7.1%
Sell
Graphic Packaging Holding Company
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+51.8 pointsstock −44.7%, S&P +7.1%
Sell
HCA Healthcare, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+5.5 pointsstock +1.6%, S&P +7.1%
Sell
Hormel Foods Corporation Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+14.3 pointsstock −7.2%, S&P +7.1%
Sell
Intuit Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+49.3 pointsstock −42.2%, S&P +7.1%
Sell
Keurig Dr Pepper Inc.
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +3.9%, S&P +7.1%
Sell
Li Auto Inc. - American Depositary Shares
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+26.4 pointsstock −19.3%, S&P +7.1%
Buy
Louisiana-Pacific Corporation Common Stock
Sep 25, 2025
$1,001 - $15,000
6 months−15.1%S&P +7.1%
Sell
ManpowerGroup Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+15.8 pointsstock −8.7%, S&P +7.1%
Sell
Maplebear Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−2.2 pointsstock +9.3%, S&P +7.1%
Sell
Merit Medical Systems, Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+26.2 pointsstock −19.1%, S&P +7.1%
Sell
Microsoft Corporation - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+25.1 pointsstock −18.0%, S&P +7.1%
Sell
NatWest Group plc American Depositary Shares,
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−5.6 pointsstock +12.7%, S&P +7.1%
Buy
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Sep 25, 2025
$1,001 - $15,000
6 months−23.3%S&P +7.1%
Sell
Novartis AG Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−5.8 pointsstock +12.9%, S&P +7.1%
Sell
OGE Energy Corp Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+2.1 pointsstock +5.0%, S&P +7.1%
Buy
Option Care Health, Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
6 months−0.4%S&P +7.1%
Sell
PayPal Holdings, Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+35.3 pointsstock −28.2%, S&P +7.1%
Sell
Reliance, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−25.8 pointsstock +32.9%, S&P +7.1%
Sell
Ryman Hospitality Properties, Inc.
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−12.5 pointsstock +19.6%, S&P +7.1%
Sell
Sanofi - American Depositary Shares
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+14.4 pointsstock −7.3%, S&P +7.1%
Sell
SBA Communications Corporation - Class A Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months−3.9 pointsstock +11.0%, S&P +7.1%
Buy
SBA Communications Corporation - Class A Common Stock
Sep 11, 2025
$1,001 - $15,000
6 months+11.0%S&P +7.1%
Buy
Schneider National, Inc. Common Stock
Sep 25, 2025
$1,001 - $15,000
6 months+35.7%S&P +7.1%
Buy
Science Applications International Corporation - Common Stock
Sep 11, 2025
$1,001 - $15,000
6 months−6.1%S&P +7.1%
Buy
Seagate Technology Holdings PLC - Ordinary Shares
Sep 8, 2025
$15,001 - $50,000
6 months+164.3%S&P +7.1%
Buy
no ticker
SpaceX
Sep 12, 2025
$100,001 - $250,000
Not countednot a stock
Buy
Sprouts Farmers Market, Inc. - Common Stock
Sep 25, 2025
$1,001 - $15,000
6 months−33.9%S&P +7.1%
Sell
Synopsys, Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−2.2 pointsstock +9.3%, S&P +7.1%
Sell
Texas Roadhouse, Inc. - Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+16.8 pointsstock −9.7%, S&P +7.1%
Sell
TotalEnergies SE
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−38.7 pointsstock +45.8%, S&P +7.1%
Sell
Tyler Technologies, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months+41.7 pointsstock −34.6%, S&P +7.1%
Sell
Unilever PLC Common Stock
Sep 25, 2025
$1,001 - $15,000
After selling, 6 months+23.8 pointsstock −16.7%, S&P +7.1%
Sell
United Parcel Service, Inc. Common Stock
Sep 11, 2025
$1,001 - $15,000
After selling, 6 months−21.2 pointsstock +28.3%, S&P +7.1%
Filed Sep 12, 2025·Trades Aug 4, 2025 to Aug 28, 2025·140 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Air Products and Chemicals, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months+0.2%S&P +2.1%
Buy
Akamai Technologies, Inc. - Common Stock
Aug 13, 2025
$1,001 - $15,000
6 months+38.4%S&P +2.1%
Sell
Alliant Energy Corporation
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months−11.9 pointsstock +14.0%, S&P +2.1%
Sell
Amedisys Inc - Common Stock
Aug 18, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Sell
Anheuser-Busch Inbev SA Sponsored ADR
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−22.1 pointsstock +24.2%, S&P +2.1%
Buy
AppFolio, Inc. - Class A Common Stock
Aug 13, 2025
$1,001 - $15,000
6 months−39.9%S&P +2.1%
Sell
Arcelor Mittal NY Registry Shares NEW
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−48.2 pointsstock +50.3%, S&P +2.1%
Buy
AvalonBay Communities, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months−9.9%S&P +2.1%
Sell
Baxter International Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+28.0 pointsstock −25.9%, S&P +2.1%
Buy
Berkshire Hills Bancorp, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Sell
BHP Group Limited American Depositary Shares
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−29.1 pointsstock +31.2%, S&P +2.1%
Sell
BILL Holdings, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+22.3 pointsstock −20.2%, S&P +2.1%
Sell
Boston Scientific Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+30.8 pointsstock −28.7%, S&P +2.1%
Buy
British American Tobacco Industries, p.l.c. Common Stock ADR
Aug 4, 2025
$1,001 - $15,000
6 months+11.1%S&P +2.1%
Sell
Carlisle Companies Incorporated Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock −2.5%, S&P +2.1%
Buy
Carrier Global Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months−6.2%S&P +2.1%
Buy
Church & Dwight Company, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months+7.3%S&P +2.1%
Sell
Cisco Systems, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−17.5 pointsstock +19.6%, S&P +2.1%
Sell
CNH Industrial N.V. Common Shares
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+4.5 pointsstock −2.4%, S&P +2.1%
Buy
Commvault Systems, Inc. - Common Stock
Aug 13, 2025
$1,001 - $15,000
6 months−57.7%S&P +2.1%
Sell
ConAgra Brands, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+11.9 pointsstock −9.8%, S&P +2.1%
Sell
CrowdStrike Holdings, Inc. - Class A Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+4.7 pointsstock −2.6%, S&P +2.1%
Sell
CubeSmart Common Shares
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+3.7 pointsstock −1.6%, S&P +2.1%
Sell
Diageo plc Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+23.7 pointsstock −21.6%, S&P +2.1%
Sell
DocuSign, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+43.8 pointsstock −41.7%, S&P +2.1%
Sell
Dolby Laboratories Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+15.5 pointsstock −13.4%, S&P +2.1%
Sell
Dropbox, Inc. - Class A Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+22.0 pointsstock −19.9%, S&P +2.1%
Sell
Duolingo, Inc. - Class A Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+65.5 pointsstock −63.4%, S&P +2.1%
Sell
Eastman Chemical Company Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−10.1 pointsstock +12.2%, S&P +2.1%
Sell
Elevance Health, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock −2.5%, S&P +2.1%
Sell
EPAM Systems, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock −11.7%, S&P +2.1%
Sell
Equinor ASA
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months−53.7 pointsstock +55.8%, S&P +2.1%
Sell
First Industrial Realty Trust, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−17.1 pointsstock +19.2%, S&P +2.1%
Sell
Four Corners Property Trust, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−1.3 pointsstock +3.4%, S&P +2.1%
Sell
Goldman Sachs Group, Inc.
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−1.5 pointsstock +3.6%, S&P +2.1%
Sell
Graco Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−0.8 pointsstock +2.9%, S&P +2.1%
Sell
Group 1 Automotive, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+37.0 pointsstock −34.9%, S&P +2.1%
Sell
Guidewire Software, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+37.2 pointsstock −35.1%, S&P +2.1%
Sell
HDFC Bank Limited Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+20.3 pointsstock −18.2%, S&P +2.1%
Sell
Healthpeak Properties, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +0.7%, S&P +2.1%
Buy
Hims & Hers Health, Inc. Class A Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months−53.7%S&P +2.1%
Sell
Honeywell International Inc.
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−15.1 pointsstock +17.2%, S&P +2.1%
Sell
Howmet Aerospace Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−25.0 pointsstock +27.1%, S&P +2.1%
Sell
ICICI Bank Limited Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+16.4 pointsstock −14.3%, S&P +2.1%
Buy
Infosys Limited American Depositary Shares
Aug 4, 2025
$1,001 - $15,000
6 months−20.8%S&P +2.1%
Sell
Infosys Limited American Depositary Shares
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+22.9 pointsstock −20.8%, S&P +2.1%
Buy
Interactive Brokers Group, Inc. - Class A Common Stock
Aug 13, 2025
$1,001 - $15,000
6 months+10.5%S&P +2.1%
Buy
JD.com, Inc. - American Depositary Shares
Aug 13, 2025
$1,001 - $15,000
6 months−15.1%S&P +2.1%
Buy
Li Auto Inc. - American Depositary Shares
Aug 13, 2025
$1,001 - $15,000
6 months−31.3%S&P +2.1%
Sell
Lithia Motors, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+25.8 pointsstock −23.7%, S&P +2.1%
Buy
Magnolia Oil & Gas Corporation Class A Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months+28.2%S&P +2.1%
Sell
McCormick & Company, Incorporated Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+14.4 pointsstock −12.3%, S&P +2.1%
Sell
Medpace Holdings, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+10.4 pointsstock −8.3%, S&P +2.1%
Sell
Merck & Company, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−43.2 pointsstock +45.3%, S&P +2.1%
Sell
Micron Technology, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−190.8 pointsstock +192.9%, S&P +2.1%
Sell
Morningstar, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+27.2 pointsstock −25.1%, S&P +2.1%
Buy
NatWest Group plc American Depositary Shares,
Aug 13, 2025
$1,001 - $15,000
6 months+5.6%S&P +2.1%
Sell
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+24.3 pointsstock −22.2%, S&P +2.1%
Sell
New York Times Company
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−34.1 pointsstock +36.2%, S&P +2.1%
Sell
NNN REIT, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months−5.9 pointsstock +8.0%, S&P +2.1%
Sell
Northern Oil and Gas, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−12.0 pointsstock +14.1%, S&P +2.1%
Sell
Novanta Inc. - Common Shares
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +6.4%, S&P +2.1%
Sell
Novo Nordisk A/S Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+33.0 pointsstock −30.9%, S&P +2.1%
Sell
O'Reilly Automotive, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+18.0 pointsstock −15.9%, S&P +2.1%
Buy
Otis Worldwide Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months−5.2%S&P +2.1%
Sell
Paychex, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+30.6 pointsstock −28.5%, S&P +2.1%
Buy
Performance Food Group Company Common Stock
Aug 13, 2025
$1,001 - $15,000
6 months−16.5%S&P +2.1%
Sell
Pfizer, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−16.4 pointsstock +18.5%, S&P +2.1%
Sell
Phillips Edison & Company, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−6.8 pointsstock +8.9%, S&P +2.1%
Sell
Range Resources Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−22.0 pointsstock +24.1%, S&P +2.1%
Sell
Roper Technologies, Inc.
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+32.0 pointsstock −29.9%, S&P +2.1%
Sell
Royal Gold, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−29.4 pointsstock +31.5%, S&P +2.1%
Sell
SAP SE ADS
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+26.8 pointsstock −24.7%, S&P +2.1%
Sell
ServiceNow, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+40.5 pointsstock −38.4%, S&P +2.1%
Sell
Six Flags Entertainment Corporation Common Stock New
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+28.9 pointsstock −26.8%, S&P +2.1%
Buy
Sony Group Corporation American Depositary Shares
Aug 4, 2025
$1,001 - $15,000
6 months−28.5%S&P +2.1%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Aug 28, 2025
$50,001 - $100,000
After selling, 6 months−31.4 pointsstock +33.5%, S&P +2.1%
Sell
Tenet Healthcare Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−11.2 pointsstock +13.3%, S&P +2.1%
Sell
Texas Instruments Incorporated - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−8.7 pointsstock +10.8%, S&P +2.1%
Sell
Texas Pacific Land Corporation Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months−70.3 pointsstock +72.4%, S&P +2.1%
Sell
The Trade Desk, Inc. - Class A Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+47.0 pointsstock −44.9%, S&P +2.1%
Sell
Unilever PLC Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+7.4 pointsstock −5.3%, S&P +2.1%
Sell
Union Pacific Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−11.2 pointsstock +13.3%, S&P +2.1%
Buy
United Parcel Service, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
6 months+20.1%S&P +2.1%
Buy
UnitedHealth Group Incorporated Common Stock
Aug 13, 2025
$1,001 - $15,000
6 months−16.1%S&P +2.1%
Sell
US Foods Holding Corp. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months−14.1 pointsstock +16.2%, S&P +2.1%
Sell
Verisk Analytics, Inc. - Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+21.8 pointsstock −19.7%, S&P +2.1%
Sell
Watsco, Inc. Common Stock
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months+1.7 pointsstock +0.4%, S&P +2.1%
Sell
Whirlpool Corporation Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+37.3 pointsstock −35.2%, S&P +2.1%
Sell
Workday, Inc. - Class A Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+41.4 pointsstock −39.3%, S&P +2.1%
Sell
XPO, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−38.5 pointsstock +40.6%, S&P +2.1%
Sell
Yum! Brands, Inc.
Aug 13, 2025
$1,001 - $15,000
After selling, 6 months−8.9 pointsstock +11.0%, S&P +2.1%
Sell
Zoetis Inc. Class A Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −16.2%, S&P +2.1%
Filed Aug 13, 2025·Trades Mar 11, 2024 to Aug 4, 2025·715 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −12.0%, S&P +6.3%
Sell
AbbVie Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−8.5 pointsstock +14.8%, S&P +6.3%
Sell
Accenture plc Class A Ordinary Shares
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+14.1 pointsstock −7.8%, S&P +6.3%
Sell
Adobe Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+30.6 pointsstock −24.3%, S&P +6.3%
Buy
Advanced Drainage Systems, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+23.0%S&P +6.3%
Sell
Advanced Drainage Systems, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−16.7 pointsstock +23.0%, S&P +6.3%
Sell
Advanced Micro Devices, Inc.
Oct 23, 2024
$15,001 - $50,000
After selling, 6 months−8.3 pointsstock +14.6%, S&P +6.3%
Sell
AGCO Corporation Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−20.8 pointsstock +27.1%, S&P +6.3%
Sell
Agilent Technologies, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+0.1 pointsstock +6.2%, S&P +6.3%
Sell
Agree Realty Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−4.2 pointsstock +10.5%, S&P +6.3%
Sell
Alaska Air Group, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock −2.8%, S&P +6.3%
Sell
Albertsons Companies, Inc. Class A Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock −0.9%, S&P +6.3%
Buy
Albertsons Companies, Inc. Class A Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months−0.9%S&P +6.3%
Buy
Alexander & Baldwin, Inc. Common Stock REIT Holding Company
Jul 16, 2025
$1,001 - $15,000
6 months+16.0%S&P +6.3%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Jul 22, 2025
$1,001 - $15,000
6 months+27.4%S&P +6.3%
Sell
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−21.1 pointsstock +27.4%, S&P +6.3%
Buy
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
Jun 9, 2025
$1,001 - $15,000
6 months+27.4%S&P +6.3%
Buy
Alphabet Inc. - Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months+50.9%S&P +6.3%
Buy
Alphabet Inc. - Class A Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+50.9%S&P +6.3%
Buy
Alphabet Inc. - Class C Capital Stock
Jun 11, 2025
$1,001 - $15,000
6 months+50.4%S&P +6.3%
Sell
Alphabet Inc. - Class C Capital Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−44.1 pointsstock +50.4%, S&P +6.3%
Sell
Amazon.com, Inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+20.2 pointsstock −13.9%, S&P +6.3%
Sell
Amazon.com, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+20.2 pointsstock −13.9%, S&P +6.3%
Buy
Amedisys Inc - Common Stock
Jun 9, 2025
$1,001 - $15,000
Not yettoo few closes after it became public
Buy
American Airlines Group, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+8.3%S&P +6.3%
Sell
American Airlines Group, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−2.0 pointsstock +8.3%, S&P +6.3%
Buy
American International Group, Inc. New Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months−1.4%S&P +6.3%
Sell
American International Group, Inc. New Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock −1.4%, S&P +6.3%
Sell
Anheuser-Busch Inbev SA Sponsored ADR
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−26.6 pointsstock +32.9%, S&P +6.3%
Buy
Antero Resources Corporation Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months+7.5%S&P +6.3%
Sell
Antero Resources Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−1.2 pointsstock +7.5%, S&P +6.3%
Sell
Apple Inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−3.8 pointsstock +10.1%, S&P +6.3%
Sell
Applied Materials, Inc. - Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−83.2 pointsstock +89.5%, S&P +6.3%
Buy
Applied Materials, Inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+89.5%S&P +6.3%
Sell
Aramark Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+7.7 pointsstock −1.4%, S&P +6.3%
Sell
Arista Networks, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+2.6 pointsstock +3.7%, S&P +6.3%
Buy
Armstrong World Industries Inc Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+3.3%S&P +6.3%
Sell
Armstrong World Industries Inc Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+3.0 pointsstock +3.3%, S&P +6.3%
Sell
Arthur J. Gallagher & Co. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months+34.9 pointsstock −28.6%, S&P +6.3%
Buy
Arthur J. Gallagher & Co. Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months−28.6%S&P +6.3%
Buy
ASML Holding N.V. - New York Registry Shares
Jun 9, 2025
$1,001 - $15,000
6 months+86.8%S&P +6.3%
Sell
ASML Holding N.V. - New York Registry Shares
Jun 10, 2024
$1,001 - $15,000
After selling, 6 months−80.5 pointsstock +86.8%, S&P +6.3%
Sell
ASML Holding N.V. - New York Registry Shares
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−80.5 pointsstock +86.8%, S&P +6.3%
Buy
ASML Holding N.V. - New York Registry Shares
Jun 17, 2025
$1,001 - $15,000
6 months+86.8%S&P +6.3%
Sell
AstraZeneca PLC - American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−24.7 pointsstock +31.0%, S&P +6.3%
Buy
AstraZeneca PLC - American Depositary Shares
Jun 9, 2025
$1,001 - $15,000
6 months+31.0%S&P +6.3%
Buy
AstraZeneca PLC - American Depositary Shares
Jul 22, 2025
$1,001 - $15,000
6 months+31.0%S&P +6.3%
Sell
AT&T Inc.
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+4.3 pointsstock +2.0%, S&P +6.3%
Sell
Autodesk, Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+24.8 pointsstock −18.5%, S&P +6.3%
Sell
Autoliv, Inc. Common Stock
Aug 4, 2025
$1,001 - $15,000
After selling, 6 months−0.3 pointsstock +6.6%, S&P +6.3%
Buy
Automatic Data Processing, Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months−28.9%S&P +6.3%
Sell
Automatic Data Processing, Inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+35.2 pointsstock −28.9%, S&P +6.3%
Sell
Avantor, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+35.4 pointsstock −29.1%, S&P +6.3%
Sell
Baker Hughes Company - Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−35.9 pointsstock +42.2%, S&P +6.3%
Buy
Bank of America Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+11.3%S&P +6.3%
Buy
Baxter International Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months−18.5%S&P +6.3%
Buy
Becton, Dickinson and Company Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+16.0%S&P +6.3%
Sell
Becton, Dickinson and Company Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−9.7 pointsstock +16.0%, S&P +6.3%
Sell
Berkshire Hathaway Inc. New Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +3.8%, S&P +6.3%
Buy
Berkshire Hathaway Inc. New Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months+3.8%S&P +6.3%
Buy
BHP Group Limited American Depositary Shares
Jul 22, 2025
$1,001 - $15,000
6 months+39.4%S&P +6.3%
Sell
BHP Group Limited American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−33.1 pointsstock +39.4%, S&P +6.3%
Buy
BHP Group Limited American Depositary Shares
Jun 11, 2025
$1,001 - $15,000
6 months+39.4%S&P +6.3%
Sell
BJ's Wholesale Club Holdings, Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+6.4 pointsstock −0.1%, S&P +6.3%
Buy
BJ's Wholesale Club Holdings, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−0.1%S&P +6.3%
Sell
Black Hills Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−16.4 pointsstock +22.7%, S&P +6.3%
Buy
no ticker
Bloomfield Charter 5%38 DB LTX Due 04/01/38
Jan 31, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
BLOOMFIELD CHARTER T REV 5% 04/01/2038 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
Boston Scientific Corporation Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months−28.2%S&P +6.3%
Sell
British American Tobacco Industries, p.l.c. Common Stock ADR
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−0.2 pointsstock +6.5%, S&P +6.3%
Buy
British American Tobacco Industries, p.l.c. Common Stock ADR
Jun 17, 2025
$1,001 - $15,000
6 months+6.5%S&P +6.3%
Sell
Broadcom Inc. - Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +4.9%, S&P +6.3%
Sell
Broadridge Financial Solutions, Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+38.8 pointsstock −32.5%, S&P +6.3%
Buy
Broadridge Financial Solutions, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months−32.5%S&P +6.3%
Sell
Brookline Bancorp, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After sellingNot yetreported before our prices begin
Buy
Brookline Bancorp, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
Not yetreported before our prices begin
Sell
Brown Forman Inc Class B Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+5.5 pointsstock +0.8%, S&P +6.3%
Sell
Brunswick Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−30.8 pointsstock +37.1%, S&P +6.3%
Sell
Burlington Stores, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−1.2 pointsstock +7.5%, S&P +6.3%
Sell
Campbell Soup Company Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+12.8 pointsstock −6.5%, S&P +6.3%
Sell
Capri Holdings Limited Ordinary Shares
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+10.7 pointsstock −4.4%, S&P +6.3%
Buy
Capri Holdings Limited Ordinary Shares
Jun 11, 2025
$1,001 - $15,000
6 months−4.4%S&P +6.3%
Buy
Carlisle Companies Incorporated Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+5.2%S&P +6.3%
Buy
Caseys General Stores, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+31.3%S&P +6.3%
Sell
ChampionX Corporation
Jun 24, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Buy
ChampionX Corporation
Jun 11, 2025
$1,001 - $15,000
Not yettoo few closes after it became public
Sell
Charles Schwab Corporation
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+9.8 pointsstock −3.5%, S&P +6.3%
Sell
Chevron Corporation Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−14.8 pointsstock +21.1%, S&P +6.3%
Sell
Chipotle Mexican Grill, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+22.2 pointsstock −15.9%, S&P +6.3%
Buy
Chipotle Mexican Grill, Inc. Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months−15.9%S&P +6.3%
Buy
Chord Energy Corporation - Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months+1.9%S&P +6.3%
Buy
Church & Dwight Company, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+10.6%S&P +6.3%
Sell
Church & Dwight Company, Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−4.3 pointsstock +10.6%, S&P +6.3%
Sell
CNH Industrial N.V. Common Shares
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +4.9%, S&P +6.3%
Sell
CNO Financial Group, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−7.7 pointsstock +14.0%, S&P +6.3%
Sell
Coca-Cola Company
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−8.5 pointsstock +14.8%, S&P +6.3%
Sell
Cognizant Technology Solutions Corporation - Class A Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+9.5 pointsstock −3.2%, S&P +6.3%
Buy
Cognizant Technology Solutions Corporation - Class A Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months−3.2%S&P +6.3%
Sell
Colgate-Palmolive Company Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−9.4 pointsstock +15.7%, S&P +6.3%
Buy
Community Financial System, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+15.6%S&P +6.3%
Sell
Community Financial System, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−9.3 pointsstock +15.6%, S&P +6.3%
Buy
Constellation Brands, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months−10.6%S&P +6.3%
Sell
COPT Defense Properties Common Shares of Beneficial Interest
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−9.6 pointsstock +15.9%, S&P +6.3%
Buy
COPT Defense Properties Common Shares of Beneficial Interest
Jun 11, 2025
$1,001 - $15,000
6 months+15.9%S&P +6.3%
Sell
Core & Main, Inc. Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+16.1 pointsstock −9.8%, S&P +6.3%
Sell
Costco Wholesale Corporation - Common Stock
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+1.6 pointsstock +4.7%, S&P +6.3%
Sell
Costco Wholesale Corporation - Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+1.6 pointsstock +4.7%, S&P +6.3%
Buy
Costco Wholesale Corporation - Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+4.7%S&P +6.3%
Buy
Costco Wholesale Corporation - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+4.7%S&P +6.3%
Sell
Cousins Properties Incorporated Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+23.6 pointsstock −17.3%, S&P +6.3%
Buy
Cousins Properties Incorporated Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months−17.3%S&P +6.3%
Buy
Crescent Energy Company Class A Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+8.8%S&P +6.3%
Sell
Crescent Energy Company Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−2.5 pointsstock +8.8%, S&P +6.3%
Buy
CrowdStrike Holdings, Inc. - Class A Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months+1.1%S&P +6.3%
Sell
Curtiss-Wright Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−32.8 pointsstock +39.1%, S&P +6.3%
Buy
Curtiss-Wright Corporation Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months+39.1%S&P +6.3%
Sell
Cytokinetics, Incorporated - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−64.8 pointsstock +71.1%, S&P +6.3%
Buy
Cytokinetics, Incorporated - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+71.1%S&P +6.3%
Sell
Darden Restaurants, Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +4.3%, S&P +6.3%
Sell
Deere & Company Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−20.5 pointsstock +26.8%, S&P +6.3%
Sell
Dell Technologies Inc. Class C Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+21.0 pointsstock −14.7%, S&P +6.3%
Buy
Dell Technologies Inc. Class C Common Stock
Jan 15, 2025
$1,001 - $15,000
6 months−14.7%S&P +6.3%
Buy
Diamondback Energy, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+21.0%S&P +6.3%
Sell
Diamondback Energy, Inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−14.7 pointsstock +21.0%, S&P +6.3%
Sell
Dollar General Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−29.2 pointsstock +35.5%, S&P +6.3%
Sell
Duolingo, Inc. - Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+72.2 pointsstock −65.9%, S&P +6.3%
Buy
Duolingo, Inc. - Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months−65.9%S&P +6.3%
Sell
Dynatrace, Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+27.9 pointsstock −21.6%, S&P +6.3%
Sell
Dynatrace, Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+27.9 pointsstock −21.6%, S&P +6.3%
Sell
Dynatrace, Inc. Common Stock
Mar 12, 2025
$1,001 - $15,000
After selling, 6 months+27.9 pointsstock −21.6%, S&P +6.3%
Sell
Eaton Corporation, PLC Ordinary Shares
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months−3.6 pointsstock +9.9%, S&P +6.3%
Sell
Eaton Corporation, PLC Ordinary Shares
Feb 5, 2025
$1,001 - $15,000
After selling, 6 months−3.6 pointsstock +9.9%, S&P +6.3%
Sell
SPeBay Inc. - Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+22.1 pointsstock −15.8%, S&P +6.3%
Buy
Ecopetrol S.A. American Depositary Shares
Jun 9, 2025
$1,001 - $15,000
6 months+36.5%S&P +6.3%
Sell
Ecopetrol S.A. American Depositary Shares
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−30.2 pointsstock +36.5%, S&P +6.3%
Sell
Ecopetrol S.A. American Depositary Shares
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−30.2 pointsstock +36.5%, S&P +6.3%
Sell
Eli Lilly and Company Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−46.5 pointsstock +52.8%, S&P +6.3%
Sell
Eli Lilly and Company Common Stock
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months−46.5 pointsstock +52.8%, S&P +6.3%
Sell
Emerson Electric Company Common Stock
Mar 12, 2025
$1,001 - $15,000
After selling, 6 months−5.3 pointsstock +11.6%, S&P +6.3%
Sell
Employers Holdings Inc Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+4.0 pointsstock +2.3%, S&P +6.3%
Buy
Encompass Health Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months−7.6%S&P +6.3%
Sell
Equinor ASA
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−11.9 pointsstock +18.2%, S&P +6.3%
Sell
Equitable Holdings, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+24.6 pointsstock −18.3%, S&P +6.3%
Sell
Equity Lifestyle Properties, Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−8.1 pointsstock +14.4%, S&P +6.3%
Buy
Equity Lifestyle Properties, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+14.4%S&P +6.3%
Sell
Essent Group Ltd. Common Shares
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+7.6 pointsstock −1.3%, S&P +6.3%
Sell
Everest Group, Ltd. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+4.8 pointsstock +1.5%, S&P +6.3%
Sell
Evertec, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+34.9 pointsstock −28.6%, S&P +6.3%
Sell
F.N.B. Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−8.4 pointsstock +14.7%, S&P +6.3%
Buy
First Financial Bankshares, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−7.0%S&P +6.3%
Sell
First Financial Bankshares, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+13.3 pointsstock −7.0%, S&P +6.3%
Sell
First Hawaiian, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−2.0 pointsstock +8.3%, S&P +6.3%
Buy
First Industrial Realty Trust, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+23.4%S&P +6.3%
Sell
Flowers Foods, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+41.3 pointsstock −35.0%, S&P +6.3%
Sell
Fortive Corporation Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−13.1 pointsstock +19.4%, S&P +6.3%
Sell
Four Corners Property Trust, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+7.3 pointsstock −1.0%, S&P +6.3%
Buy
Four Corners Property Trust, Inc. Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months−1.0%S&P +6.3%
Buy
Four Corners Property Trust, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months−1.0%S&P +6.3%
Buy
Franklin BSP Realty Trust, Inc. Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months−14.0%S&P +6.3%
Sell
Franklin BSP Realty Trust, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+20.3 pointsstock −14.0%, S&P +6.3%
Sell
Gartner, Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+41.1 pointsstock −34.8%, S&P +6.3%
Sell
GATX Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−16.6 pointsstock +22.9%, S&P +6.3%
Sell
General Mills, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+6.4 pointsstock −0.1%, S&P +6.3%
Sell
General Mills, Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+6.4 pointsstock −0.1%, S&P +6.3%
Sell
Genworth Financial Inc Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +4.3%, S&P +6.3%
Sell
Getty Realty Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−16.3 pointsstock +22.6%, S&P +6.3%
Sell
Globe Life Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+1.8 pointsstock +4.5%, S&P +6.3%
Sell
Globus Medical, Inc. Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−40.5 pointsstock +46.8%, S&P +6.3%
Sell
Globus Medical, Inc. Class A Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−40.5 pointsstock +46.8%, S&P +6.3%
Buy
Globus Medical, Inc. Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+46.8%S&P +6.3%
Sell
Gold Fields Limited American Depositary Shares
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−79.2 pointsstock +85.5%, S&P +6.3%
Buy
Gold Fields Limited American Depositary Shares
Jun 11, 2025
$1,001 - $15,000
6 months+85.5%S&P +6.3%
Buy
no ticker
Grand Rapids Mich 5%34 GO LTX Due 10/01/34
Feb 10, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
GRAND RAPIDS MICH GO 5% 10/01/2034
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
no ticker
Grandville Mich PUB 5%38 GO LTX Due 10/01/38
Feb 11, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
GRANDVILLE MICH PUB GO 5% 05/01/2038 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
GSK plc American Depositary Shares
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−46.9 pointsstock +53.2%, S&P +6.3%
Buy
Guidewire Software, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months−39.2%S&P +6.3%
Sell
Guidewire Software, Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+45.5 pointsstock −39.2%, S&P +6.3%
Sell
Haleon plc American Depositary Shares
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−9.9 pointsstock +16.2%, S&P +6.3%
Sell
Halliburton Company Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−55.0 pointsstock +61.3%, S&P +6.3%
Sell
HDFC Bank Limited Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock −11.9%, S&P +6.3%
Sell
HDFC Bank Limited Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+18.2 pointsstock −11.9%, S&P +6.3%
Sell
HealthEquity, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+21.8 pointsstock −15.5%, S&P +6.3%
Buy
Healthpeak Properties, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+2.1%S&P +6.3%
Buy
Hewlett Packard Enterprise Company Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+7.6%S&P +6.3%
Sell
Hilltop Holdings Inc.
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−15.4 pointsstock +21.7%, S&P +6.3%
Sell
Home Depot, Inc.
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+7.4 pointsstock −1.1%, S&P +6.3%
Sell
Home Depot, Inc.
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+7.4 pointsstock −1.1%, S&P +6.3%
Sell
Horace Mann Educators Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+10.4 pointsstock −4.1%, S&P +6.3%
Buy
Horace Mann Educators Corporation Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months−4.1%S&P +6.3%
Sell
Hormel Foods Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+20.2 pointsstock −13.9%, S&P +6.3%
Sell
HubSpot, Inc. Common Stock
Mar 28, 2025
$1,001 - $15,000
After selling, 6 months+49.6 pointsstock −43.3%, S&P +6.3%
Buy
Hyatt Hotels Corporation Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+15.9%S&P +6.3%
Buy
Independence Realty Trust, Inc. Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−3.7%S&P +6.3%
Sell
Independence Realty Trust, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+10.0 pointsstock −3.7%, S&P +6.3%
Sell
Infosys Limited American Depositary Shares
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+14.9 pointsstock −8.6%, S&P +6.3%
Buy
Infosys Limited American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
6 months−8.6%S&P +6.3%
Sell
Ingredion Incorporated Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+11.4 pointsstock −5.1%, S&P +6.3%
Sell
Interactive Brokers Group, Inc. - Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−10.9 pointsstock +17.2%, S&P +6.3%
Buy
Interactive Brokers Group, Inc. - Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+17.2%S&P +6.3%
Buy
International Business Machines Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+11.9%S&P +6.3%
Sell
International Business Machines Corporation Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−5.6 pointsstock +11.9%, S&P +6.3%
Sell
Intuit Inc. - Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+49.9 pointsstock −43.6%, S&P +6.3%
Sell
Intuit Inc. - Common Stock
Feb 14, 2025
$1,001 - $15,000
After selling, 6 months+49.9 pointsstock −43.6%, S&P +6.3%
Buy
Intuitive Surgical, Inc. - Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+1.8%S&P +6.3%
Sell
Intuitive Surgical, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+4.5 pointsstock +1.8%, S&P +6.3%
Sell
Intuitive Surgical, Inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+4.5 pointsstock +1.8%, S&P +6.3%
Buy
Intuitive Surgical, Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months+1.8%S&P +6.3%
Sell
Jack Henry & Associates, Inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock −0.9%, S&P +6.3%
Buy
Jack Henry & Associates, Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months−0.9%S&P +6.3%
Sell
JD.com, Inc. - American Depositary Shares
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+20.4 pointsstock −14.1%, S&P +6.3%
Buy
JD.com, Inc. - American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
6 months−14.1%S&P +6.3%
Sell
Johnson & Johnson Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−34.9 pointsstock +41.2%, S&P +6.3%
Sell
JP Morgan Chase & Co. Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+2.5 pointsstock +3.8%, S&P +6.3%
Buy
no ticker
Kalamazoo Mich WTR 5%29 WTR UTIL Due 09/01/29
Jan 30, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
KALAMAZOO MICH WTR R REV 5% 09/01/2029
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
KB Home Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+0.2 pointsstock +6.1%, S&P +6.3%
Sell
Kimberly-Clark Corporation - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −16.2%, S&P +6.3%
Buy
Kimberly-Clark Corporation - Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months−16.2%S&P +6.3%
Sell
Kinder Morgan, Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−16.6 pointsstock +22.9%, S&P +6.3%
Sell
Kite Realty Group Trust Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−14.1 pointsstock +20.4%, S&P +6.3%
Sell
Landstar System, Inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−4.5 pointsstock +10.8%, S&P +6.3%
Buy
no ticker
Lanse Creuse Mich P 5%39
Feb 18, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
LANSE CREUSE MICH PU GO 5% 05/01/2039 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
Li Auto Inc. - American Depositary Shares
Jun 11, 2025
$1,001 - $15,000
6 months−22.3%S&P +6.3%
Buy
Lincoln National Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+2.0%S&P +6.3%
Sell
Lincoln National Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+4.3 pointsstock +2.0%, S&P +6.3%
Sell
Linde plc - Ordinary Shares
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+4.9 pointsstock +1.4%, S&P +6.3%
Buy
Lloyds Banking Group Plc American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
6 months+22.5%S&P +6.3%
Sell
Louisiana-Pacific Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+12.4 pointsstock −6.1%, S&P +6.3%
Buy
Louisiana-Pacific Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−6.1%S&P +6.3%
Sell
SPlululemon athletica inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+15.9 pointsstock −9.6%, S&P +6.3%
Buy
SPlululemon athletica inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months−9.6%S&P +6.3%
Sell
LXP Industrial Trust Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−14.9 pointsstock +21.2%, S&P +6.3%
Buy
LyondellBasell Industries NV Ordinary Shares Class A
Jun 9, 2025
$1,001 - $15,000
6 months+13.8%S&P +6.3%
Sell
LyondellBasell Industries NV Ordinary Shares Class A
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−7.5 pointsstock +13.8%, S&P +6.3%
Buy
no ticker
Macomb Inter SCH DI 5%36 GO UTX Due 5/01/36
Feb 5, 2025
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
MACOMB INTER SCH DIS GO 5% 05/01/2036 CALLABLE
Jun 6, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
Magnolia Oil & Gas Corporation Class A Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+14.0%S&P +6.3%
Sell
Magnolia Oil & Gas Corporation Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−7.7 pointsstock +14.0%, S&P +6.3%
Sell
Martin Marietta Materials, Inc. Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−4.8 pointsstock +11.1%, S&P +6.3%
Buy
Martin Marietta Materials, Inc. Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+11.1%S&P +6.3%
Sell
Mastercard Incorporated Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+17.2 pointsstock −10.9%, S&P +6.3%
Buy
McCormick & Company, Incorporated Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+3.3%S&P +6.3%
Buy
Merit Medical Systems, Inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months−4.2%S&P +6.3%
Buy
Meta Platforms, Inc. - Class A Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months−18.1%S&P +6.3%
Buy
Meta Platforms, Inc. - Class A Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months−18.1%S&P +6.3%
Buy
Meta Platforms, Inc. - Class A Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months−18.1%S&P +6.3%
Buy
MGIC Investment Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−3.8%S&P +6.3%
Sell
MGIC Investment Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock −3.8%, S&P +6.3%
Buy
no ticker
Michigan ST Trunk L 5%33 COMB Tax Due 11/15/33
Feb 6, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
MICHIGAN ST TRUNK LI REV 5% 11/15/2033 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
no ticker
MICHIGAN ST TRUNK LI REV 5% 11/15/2038 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
no ticker
Michigan Trunk L 5%38 COMB TAX Due 11/15/38
Jan 31, 2025
$15,001 - $50,000
Not countednot a stock
Buy
Micron Technology, Inc. - Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+228.9%S&P +6.3%
Sell
Microsoft Corporation - Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+29.2 pointsstock −22.9%, S&P +6.3%
Sell
Mitsubishi UFJ Financial Group, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−24.1 pointsstock +30.4%, S&P +6.3%
Buy
Mitsubishi UFJ Financial Group, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+30.4%S&P +6.3%
Sell
Monster Beverage Corporation - Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−20.6 pointsstock +26.9%, S&P +6.3%
Buy
Monster Beverage Corporation - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+26.9%S&P +6.3%
Sell
Moody's Corporation Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+24.2 pointsstock −17.9%, S&P +6.3%
Sell
Moody's Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months+24.2 pointsstock −17.9%, S&P +6.3%
Buy
National Beverage Corp. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−19.4%S&P +6.3%
Sell
National Beverage Corp. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+25.7 pointsstock −19.4%, S&P +6.3%
Sell
National Grid Transco, PLC National Grid PLC
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−24.7 pointsstock +31.0%, S&P +6.3%
Buy
National Grid Transco, PLC National Grid PLC
Jun 24, 2025
$1,001 - $15,000
6 months+31.0%S&P +6.3%
Sell
NatWest Group plc American Depositary Shares,
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+0.4 pointsstock +5.9%, S&P +6.3%
Buy
NatWest Group plc American Depositary Shares,
Jun 17, 2025
$1,001 - $15,000
6 months+5.9%S&P +6.3%
Sell
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+12.5 pointsstock −6.2%, S&P +6.3%
Buy
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Jun 11, 2025
$1,001 - $15,000
6 months−6.2%S&P +6.3%
Buy
NetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares
Jul 22, 2025
$1,001 - $15,000
6 months−6.2%S&P +6.3%
Sell
Neurocrine Biosciences, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+11.8 pointsstock −5.5%, S&P +6.3%
Buy
Neurocrine Biosciences, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−5.5%S&P +6.3%
Sell
NewJersey Resources Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−10.3 pointsstock +16.6%, S&P +6.3%
Buy
NewJersey Resources Corporation Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+16.6%S&P +6.3%
Sell
Newmont Corporation
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−78.5 pointsstock +84.8%, S&P +6.3%
Sell
NICE Ltd - American Depositary Shares each representing one Ordinary Share
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+25.3 pointsstock −19.0%, S&P +6.3%
Sell
Nokia Corporation Sponsored American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−65.6 pointsstock +71.9%, S&P +6.3%
Buy
Nokia Corporation Sponsored American Depositary Shares
Jun 11, 2025
$1,001 - $15,000
6 months+71.9%S&P +6.3%
Buy
Northern Oil and Gas, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months+8.6%S&P +6.3%
Buy
Northern Trust Corporation - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+15.3%S&P +6.3%
Buy
Northrop Grumman Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+21.3%S&P +6.3%
Sell
Northrop Grumman Corporation Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−15.0 pointsstock +21.3%, S&P +6.3%
Sell
NorthWestern Energy Group, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−20.7 pointsstock +27.0%, S&P +6.3%
Buy
NorthWestern Energy Group, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+27.0%S&P +6.3%
Buy
Norwegian Cruise Line Holdings Ltd. Ordinary Shares
Jun 17, 2025
$1,001 - $15,000
6 months−11.8%S&P +6.3%
Sell
NOV Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−51.1 pointsstock +57.4%, S&P +6.3%
Sell
Novartis AG Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−27.3 pointsstock +33.6%, S&P +6.3%
Sell
Novartis AG Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−27.3 pointsstock +33.6%, S&P +6.3%
Sell
Novo Nordisk A/S Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+7.9 pointsstock −1.6%, S&P +6.3%
Buy
NuScale Power Corporation Class A Common Stock
Nov 8, 2024
$1,001 - $15,000
6 months−60.2%S&P +6.3%
Sell
NVIDIA Corporation - Common Stock
Oct 23, 2024
$100,001 - $250,000
After selling, 6 months+5.9 pointsstock +0.4%, S&P +6.3%
Sell
NVIDIA Corporation - Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+5.9 pointsstock +0.4%, S&P +6.3%
Buy
NXP Semiconductors N.V. - Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+6.5%S&P +6.3%
Sell
NXP Semiconductors N.V. - Common Stock
Jan 22, 2025
$1,001 - $15,000
After selling, 6 months−0.2 pointsstock +6.5%, S&P +6.3%
Sell
Okta, Inc. - Class A Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+7.8 pointsstock −1.5%, S&P +6.3%
Buy
O'Reilly Automotive, Inc. - Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months−4.8%S&P +6.3%
Buy
Palantir Technologies Inc. - Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months−27.4%S&P +6.3%
Buy
Palantir Technologies Inc. - Class A Common Stock
Aug 14, 2024
$15,001 - $50,000
6 months−27.4%S&P +6.3%
Buy
Palantir Technologies Inc. - Class A Common Stock
Jun 6, 2024
$15,001 - $50,000
6 months−27.4%S&P +6.3%
Sell
Palantir Technologies Inc. - Class A Common Stock
Oct 23, 2024
$50,001 - $100,000
After selling, 6 months+33.7 pointsstock −27.4%, S&P +6.3%
Buy
Palantir Technologies Inc. - Class A Common Stock
Nov 7, 2024
$100,001 - $250,000
6 months−27.4%S&P +6.3%
Sell
Palo Alto Networks, Inc.
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock −3.8%, S&P +6.3%
Sell
Palo Alto Networks, Inc.
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+10.1 pointsstock −3.8%, S&P +6.3%
Sell
Park Hotels & Resorts Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+0.6 pointsstock +5.7%, S&P +6.3%
Buy
Parker-Hannifin Corporation Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+35.3%S&P +6.3%
Sell
Parker-Hannifin Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−29.0 pointsstock +35.3%, S&P +6.3%
Buy
Patrick Industries, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+28.2%S&P +6.3%
Buy
PDD Holdings Inc. - American Depositary Shares
Jul 16, 2025
$1,001 - $15,000
6 months−12.6%S&P +6.3%
Buy
PDD Holdings Inc. - American Depositary Shares
Jun 9, 2025
$1,001 - $15,000
6 months−12.6%S&P +6.3%
Sell
PDD Holdings Inc. - American Depositary Shares
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+18.9 pointsstock −12.6%, S&P +6.3%
Sell
Penumbra, Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−27.7 pointsstock +34.0%, S&P +6.3%
Sell
Philip Morris International Inc Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−9.3 pointsstock +15.6%, S&P +6.3%
Buy
Philip Morris International Inc Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months+15.6%S&P +6.3%
Buy
Phillips Edison & Company, Inc. - Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months+14.7%S&P +6.3%
Sell
PLDT Inc. Sponsored ADR
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−3.9 pointsstock +10.2%, S&P +6.3%
Sell
Procter & Gamble Company
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+0.7 pointsstock +5.6%, S&P +6.3%
Sell
Progress Software Corporation - Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+25.0 pointsstock −18.7%, S&P +6.3%
Buy
Progress Software Corporation - Common Stock
Jul 10, 2025
$1,001 - $15,000
6 months−18.7%S&P +6.3%
Sell
Progressive Corporation
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+19.5 pointsstock −13.2%, S&P +6.3%
Buy
Pure Storage, Inc. Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
Range Resources Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+10.3%S&P +6.3%
Buy
Regions Financial Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+16.5%S&P +6.3%
Sell
Repligen Corporation - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +7.7%, S&P +6.3%
Sell
Revvity, Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−1.2 pointsstock +7.5%, S&P +6.3%
Sell
RLI Corp. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+11.4 pointsstock −5.1%, S&P +6.3%
Buy
Roivant Sciences Ltd. - Common Shares
Jun 17, 2025
$1,001 - $15,000
6 months+125.1%S&P +6.3%
Buy
no ticker
Romeo Mich CMNTY SC 4%33 GO UTX Due 05/01/33
Feb 5, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
ROMEO MICH CMNTY SCH GO 4% 05/01/2033 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Ross Stores, Inc. - Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−27.7 pointsstock +34.0%, S&P +6.3%
Sell
Royal Gold, Inc. - Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−63.1 pointsstock +69.4%, S&P +6.3%
Sell
Salesforce, Inc. Common Stock
Mar 21, 2025
$1,001 - $15,000
After selling, 6 months+24.7 pointsstock −18.4%, S&P +6.3%
Sell
Salesforce, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+24.7 pointsstock −18.4%, S&P +6.3%
Sell
Salesforce, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+24.7 pointsstock −18.4%, S&P +6.3%
Sell
Sanofi - American Depositary Shares
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+12.5 pointsstock −6.2%, S&P +6.3%
Sell
SAP SE ADS
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+33.0 pointsstock −26.7%, S&P +6.3%
Sell
SAP SE ADS
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+33.0 pointsstock −26.7%, S&P +6.3%
Sell
Schlumberger N.V. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−48.7 pointsstock +55.0%, S&P +6.3%
Buy
Science Applications International Corporation - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−25.6%S&P +6.3%
Buy
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Jun 17, 2025
$1,001 - $15,000
6 months−38.7%S&P +6.3%
Sell
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+45.0 pointsstock −38.7%, S&P +6.3%
Buy
Seacoast Banking Corporation of Florida - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+14.9%S&P +6.3%
Sell
Sealed Air Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−35.7 pointsstock +42.0%, S&P +6.3%
Sell
Selective Insurance Group, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−5.9 pointsstock +12.2%, S&P +6.3%
Buy
Selective Insurance Group, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+12.2%S&P +6.3%
Buy
Service Corporation International Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months−0.4%S&P +6.3%
Sell
Service Corporation International Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months+6.7 pointsstock −0.4%, S&P +6.3%
Sell
ServiceNow, Inc. Common Stock
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+43.4 pointsstock −37.1%, S&P +6.3%
Sell
ServiceNow, Inc. Common Stock
Feb 5, 2025
$1,001 - $15,000
After selling, 6 months+43.4 pointsstock −37.1%, S&P +6.3%
Sell
Sherwin-Williams Company
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+4.9 pointsstock +1.4%, S&P +6.3%
Buy
Shopify Inc. - Class A Subordinate Voting Shares
Dec 11, 2024
$1,001 - $15,000
6 months−21.9%S&P +6.3%
Sell
Shopify Inc. - Class A Subordinate Voting Shares
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+28.2 pointsstock −21.9%, S&P +6.3%
Buy
Six Flags Entertainment Corporation Common Stock New
Jul 16, 2025
$1,001 - $15,000
6 months−40.5%S&P +6.3%
Sell
Smith & Nephew SNATS, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+6.7 pointsstock −0.4%, S&P +6.3%
Buy
Somnigroup International Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months+21.4%S&P +6.3%
Buy
Sony Group Corporation American Depositary Shares
Jun 17, 2025
$1,001 - $15,000
6 months−16.2%S&P +6.3%
Sell
Sony Group Corporation American Depositary Shares
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −16.2%, S&P +6.3%
Sell
Southside Bancshares, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−4.4 pointsstock +10.7%, S&P +6.3%
Buy
Southside Bancshares, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+10.7%S&P +6.3%
Buy
Sprouts Farmers Market, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months−51.9%S&P +6.3%
Sell
Sprouts Farmers Market, Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months+58.2 pointsstock −51.9%, S&P +6.3%
Sell
Starbucks Corporation - Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+3.4 pointsstock +2.9%, S&P +6.3%
Buy
STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc.
Jun 11, 2025
$1,001 - $15,000
6 months−4.6%S&P +6.3%
Sell
STARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc.
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+10.9 pointsstock −4.6%, S&P +6.3%
Buy
Stifel Financial Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+3.5%S&P +6.3%
Sell
no ticker
SWARTZ CREEK MICH CM GO 5% 05/01/2039 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Buy
no ticker
Swartz Creek Mich CM GO 5% Due 05/01/2039
Mar 13, 2025
$15,001 - $50,000
Not countednot a stock
Sell
Synopsys, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
After selling, 6 months+35.4 pointsstock −29.1%, S&P +6.3%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Jun 9, 2025
$1,001 - $15,000
6 months+52.9%S&P +6.3%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Jun 6, 2024
$15,001 - $50,000
6 months+52.9%S&P +6.3%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Mar 11, 2024
$15,001 - $50,000
6 months+52.9%S&P +6.3%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Nov 7, 2024
$100,001 - $250,000
6 months+52.9%S&P +6.3%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 23, 2024
$50,001 - $100,000
After selling, 6 months−46.6 pointsstock +52.9%, S&P +6.3%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Jun 17, 2025
$1,001 - $15,000
6 months+52.9%S&P +6.3%
Buy
Taylor Morrison Home Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+1.3%S&P +6.3%
Sell
Teleflex Incorporated Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+20.4 pointsstock −14.1%, S&P +6.3%
Buy
Tenet Healthcare Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+34.1%S&P +6.3%
Sell
Tesla, Inc. - Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−18.1 pointsstock +24.4%, S&P +6.3%
Buy
Texas Instruments Incorporated - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+18.6%S&P +6.3%
Buy
Texas Pacific Land Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+42.6%S&P +6.3%
Sell
Texas Roadhouse, Inc. - Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+0.8 pointsstock +5.5%, S&P +6.3%
Buy
The Bank of New York Mellon Corporation Common Stock
Jun 17, 2025
$1,001 - $15,000
Not yetreported before our prices begin
Sell
The Middleby Corporation - Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−15.8 pointsstock +22.1%, S&P +6.3%
Buy
The Middleby Corporation - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+22.1%S&P +6.3%
Buy
The Trade Desk, Inc. - Class A Common Stock
Mar 28, 2025
$1,001 - $15,000
6 months−49.2%S&P +6.3%
Sell
The Trade Desk, Inc. - Class A Common Stock
Feb 21, 2025
$1,001 - $15,000
After selling, 6 months+55.5 pointsstock −49.2%, S&P +6.3%
Buy
The Trade Desk, Inc. - Class A Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months−49.2%S&P +6.3%
Buy
Thermo Fisher Scientific Inc Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+4.3%S&P +6.3%
Sell
Thermo Fisher Scientific Inc Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +4.3%, S&P +6.3%
Buy
Thermo Fisher Scientific Inc Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+4.3%S&P +6.3%
Sell
Timken Company
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−34.8 pointsstock +41.1%, S&P +6.3%
Sell
TJX Companies, Inc.
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−10.5 pointsstock +16.8%, S&P +6.3%
Sell
Toro Company
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−23.2 pointsstock +29.5%, S&P +6.3%
Sell
TotalEnergies SE
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−22.0 pointsstock +28.3%, S&P +6.3%
Sell
Toyota Motor Corporation Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−24.6 pointsstock +30.9%, S&P +6.3%
Sell
Travel Leisure Co. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−12.4 pointsstock +18.7%, S&P +6.3%
Sell
Trinity Industries, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−21.7 pointsstock +28.0%, S&P +6.3%
Buy
Trip.com Group Limited - American Depositary Shares
Jun 24, 2025
$1,001 - $15,000
6 months−9.7%S&P +6.3%
Buy
no ticker
Troy Mich City SCH 5%36 Go UTX Due 05/01/36
Jan 30, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
TROY MICH CITY SCH D GO 5% 05/01/2036 CALLABLE
Jun 6, 2025
$15,001 - $50,000
After sellingNot countednot a stock
Sell
Unilever PLC Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−2.9 pointsstock +9.2%, S&P +6.3%
Buy
Union Pacific Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
6 months+19.1%S&P +6.3%
Sell
United Bankshares, Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−12.9 pointsstock +19.2%, S&P +6.3%
Buy
United Bankshares, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+19.2%S&P +6.3%
Buy
United Bankshares, Inc. - Common Stock
Jun 9, 2025
$1,001 - $15,000
6 months+19.2%S&P +6.3%
Buy
United Parcel Service, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+39.6%S&P +6.3%
Sell
United Parcel Service, Inc. Common Stock
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−33.3 pointsstock +39.6%, S&P +6.3%
Sell
United States Steel Corporation Common Stock
Jun 20, 2025
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Buy
United States Steel Corporation Common Stock
Jun 11, 2025
$1,001 - $15,000
Not yettoo few closes after it became public
Buy
United Therapeutics Corporation - Common Stock
Jun 11, 2025
$1,001 - $15,000
6 months+51.8%S&P +6.3%
Buy
UnitedHealth Group Incorporated Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+9.4%S&P +6.3%
Sell
UnitedHealth Group Incorporated Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months−3.1 pointsstock +9.4%, S&P +6.3%
Sell
Unum Group Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+4.0 pointsstock +2.3%, S&P +6.3%
Buy
Urban Edge Properties Common Shares of Beneficial Interest
Jun 17, 2025
$1,001 - $15,000
6 months+9.2%S&P +6.3%
Buy
VALE S.A. American Depositary Shares Each Representing one common share
Jun 24, 2025
$1,001 - $15,000
6 months+71.1%S&P +6.3%
Sell
Veris Residential, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months−12.7 pointsstock +19.0%, S&P +6.3%
Sell
VeriSign, Inc. - Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+23.7 pointsstock −17.4%, S&P +6.3%
Sell
Verizon Communications Inc. Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−10.3 pointsstock +16.6%, S&P +6.3%
Buy
Verizon Communications Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months+16.6%S&P +6.3%
Buy
Vertex Pharmaceuticals Incorporated - Common Stock
Dec 11, 2024
$1,001 - $15,000
6 months+25.9%S&P +6.3%
Sell
Vertex Pharmaceuticals Incorporated - Common Stock
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−19.6 pointsstock +25.9%, S&P +6.3%
Sell
Vertex Pharmaceuticals Incorporated - Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−19.6 pointsstock +25.9%, S&P +6.3%
Sell
Vertiv Holdings, LLC Class A Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months−70.8 pointsstock +77.1%, S&P +6.3%
Buy
Vertiv Holdings, LLC Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
6 months+77.1%S&P +6.3%
Buy
Viper Energy, Inc. - Class A Common Stock
Jun 24, 2025
$1,001 - $15,000
6 months+16.9%S&P +6.3%
Sell
Viper Energy, Inc. - Class A Common Stock
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−10.6 pointsstock +16.9%, S&P +6.3%
Sell
Vontier Corporation Common Stock
Jun 10, 2025
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock −2.8%, S&P +6.3%
Sell
Voya Financial, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+5.6 pointsstock +0.7%, S&P +6.3%
Sell
W. P. Carey Inc. REIT
Jul 16, 2025
$1,001 - $15,000
After selling, 6 months−10.7 pointsstock +17.0%, S&P +6.3%
Sell
Waste Management, Inc. Common Stock
Jun 24, 2025
$1,001 - $15,000
After selling, 6 months+1.8 pointsstock +4.5%, S&P +6.3%
Sell
Waters Corporation Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−3.9 pointsstock +10.2%, S&P +6.3%
Sell
WD-40 Company - Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−4.7 pointsstock +11.0%, S&P +6.3%
Sell
West Pharmaceutical Services, Inc. Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months+4.4 pointsstock +1.9%, S&P +6.3%
Buy
West Pharmaceutical Services, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+1.9%S&P +6.3%
Buy
Western Alliance Bancorporation Common Stock
Jul 16, 2025
$1,001 - $15,000
6 months+11.6%S&P +6.3%
Sell
Western Alliance Bancorporation Common Stock
Jul 22, 2025
$1,001 - $15,000
After selling, 6 months−5.3 pointsstock +11.6%, S&P +6.3%
Sell
Williams Companies, Inc.
Jul 10, 2025
$1,001 - $15,000
After selling, 6 months−21.9 pointsstock +28.2%, S&P +6.3%
Sell
Workday, Inc. - Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+41.2 pointsstock −34.9%, S&P +6.3%
Buy
WSFS Financial Corporation - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+20.0%S&P +6.3%
Buy
no ticker
Wyoming Mich Pub SC 4%35 GO UTX Due 05/31/35
Feb 12, 2025
$15,001 - $50,000
Not countednot a stock
Sell
no ticker
WYOMING MICH PUB SCH GO 4% 05/01/2035 CALLABLE
Jun 6, 2024
$1,001 - $15,000
After sellingNot countednot a stock
Sell
Zoetis Inc. Class A Common Stock
Jan 15, 2025
$1,001 - $15,000
After selling, 6 months+22.9 pointsstock −16.6%, S&P +6.3%
"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.
Portrait: the official House photo, a United States government work.