| Date | Stock | Action | From | To |
|---|---|---|---|---|
| Jun 09, 2025 |
Invesco Capital Management LLC - Invesco QQQ Trust Series 1
QQQ
|
Hold | Mixed | Mixed |
| Mar 11, 2025 |
Applied Materials Inc.
AMAT
|
Upgrade | Buy | |
| Jan 30, 2025 |
CVS Health Corp
CVS
|
Upgrade | Buy | |
| Oct 01, 2024 |
Onto Innovation Inc.
ONTO
|
Hold | Underperform | Underperform |
| Sep 25, 2024 |
Alpine Income Property Trust Inc
PINE
|
Hold | Underperform | Underperform |
| Sep 19, 2024 |
NiSource Inc
NI
|
Hold | Buy | Buy |
| Sep 19, 2024 |
Geo Group, Inc.
GEO
|
Hold | Underperform | Underperform |
| Sep 19, 2024 |
Atmos Energy Corp.
ATO
|
Hold | Buy | Buy |
| Sep 19, 2024 |
Evergy Inc
EVRG
|
Hold | Buy | Buy |
| Sep 19, 2024 |
Duke Energy Corp.
DUK
|
Hold | Buy | Buy |
| Sep 09, 2024 |
ACV Auctions Inc - Ordinary Shares - Class A
ACVA
|
Hold | Underperform | Underperform |
| Sep 03, 2024 |
IGC Pharma Inc
IGC
|
Hold | Buy | Buy |
| Jul 29, 2024 |
Abbott Laboratories
ABT
|
Downgrade | Hold | |
| Jul 26, 2024 |
Puma Biotechnology Inc
PBYI
|
Hold | Underperform | Underperform |
| Jul 22, 2024 |
Valneva SE - ADR
VALN
|
Hold | Underperform | Underperform |
| Jul 15, 2024 |
MP Materials Corporation
MP
|
Initialise | Market Perform | |
| Jun 12, 2024 |
Advanced Micro Devices Inc.
AMD
|
Initialise | Buy | |
| Jun 04, 2024 |
Puma Biotechnology Inc
PBYI
|
Hold | Underperform | Underperform |
| May 24, 2024 |
Intuit Inc
INTU
|
Hold | Buy | Buy |
| May 24, 2024 |
Molson Coors Beverage Company - Ordinary Shares - Class B
TAP
|
Hold | Hold | Hold |
| May 24, 2024 |
Ross Stores, Inc.
ROST
|
Hold | Buy | Buy |
| May 21, 2024 |
Keysight Technologies Inc
KEYS
|
Hold | Buy | Buy |
| May 21, 2024 |
NextEra Energy Inc
NEE
|
Hold | Buy | Buy |
| May 21, 2024 |
Amphenol Corp. - Ordinary Shares - Class A
APH
|
Hold | Buy | Buy |
| May 16, 2024 |
Allstate Corp (The)
ALL
|
Hold | Buy | Buy |
| May 16, 2024 |
Walmart Inc
WMT
|
Hold | Hold | Hold |
| Apr 19, 2024 |
Hershey Company
HSY
|
Downgrade | Hold | |
| Apr 01, 2024 |
Solventum Corp
SOLV
|
Initialise | Hold | |
| Dec 22, 2023 |
Analog Devices Inc.
ADI
|
Upgrade | Buy | |
| Nov 07, 2023 |
HP Inc
HPQ
|
Upgrade | Buy | |
| Aug 23, 2023 |
Dollar General Corp.
DG
|
Upgrade | Buy | |
| Aug 18, 2023 |
Docebo Inc
DCBO
|
Downgrade | Hold | |
| May 10, 2023 |
Paltalk Inc
PALT
|
Downgrade | Neutral | |
| Apr 13, 2023 |
VF Corp.
VFC
|
Upgrade | Buy | |
| Apr 13, 2023 |
Ingredion Inc
INGR
|
Upgrade | Buy | |
| Apr 05, 2023 |
Accenture plc - Ordinary Shares - Class A
ACN
|
Upgrade | Buy | |
| Apr 05, 2023 |
Trimble Inc
TRMB
|
Upgrade | Buy | |
| Apr 05, 2023 |
SLM Corp.
SLM
|
Upgrade | Buy | |
| Mar 20, 2023 |
Meta Platforms Inc - Ordinary Shares - Class A
META
|
Upgrade | Hold | Buy |
| Feb 07, 2023 |
International Business Machines Corp.
IBM
|
Downgrade | Hold | Underperform |
| Feb 06, 2023 |
International Business Machines Corp.
IBM
|
Downgrade | Hold | |
| Jan 05, 2023 |
Tesla Inc
TSLA
|
Upgrade | Buy | |
| Jan 04, 2023 |
GE HealthCare Technologies Inc
GEHC
|
Initialise | Hold | |
| Dec 06, 2022 |
Activision Blizzard Inc
ATVI
|
Upgrade | Hold | Buy |
| Nov 16, 2022 |
AbCellera Biologics Inc
ABCL
|
Initialise | Hold | |
| Oct 28, 2022 |
Meta Platforms Inc - Ordinary Shares - Class A
META
|
Downgrade | Hold | |
| Oct 28, 2022 |
Amplify Energy Corp.
AMPY
|
Downgrade | Neutral | |
| Sep 29, 2022 |
Creative Media & Community Trust
CMCT
|
Initialise | Buy | |
| Sep 19, 2022 |
Heico Corp.
HEI
|
Downgrade | Hold | |
| Sep 19, 2022 |
Adobe Inc
ADBE
|
Downgrade | Hold |