Neal Dunn
Trades
24
18 buy / 6 sell
Buy Win Rate
73%
15 buy trades scored
Avg. Buy Return
-23.9%
Based on 19 buys
vs S&P 500
-37.8%
Same holding periods
Trading Performance
Based on 15 buys scored - low sample, interpret with caution
Avg. Buy Return-23.9%
S&P 500 (same periods)+13.9%
Alpha vs S&P 500-37.8%
Buy Win Rate73%
Sell Timing50%
Buy / Sell Trades0 / 3
Buy/Sell Ratio0.0x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
24 trades disclosed
HB
HBANZ
Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock
Type:
Exchange
Date
Feb 2, 2026
CDNS
Cadence Bank 5.50% Series A E
Type:
Exchange
Date
Feb 2, 2026
HBAN
Huntington Bancshares Incorporated E
Type:
Exchange
Date
Feb 2, 2026
JPM
J P Morgan Chase & Co Depositary
Type:
Buy
Date
Sep 4, 2025
JA
JAGG
J P Morgan Chase & Co Depositary
Type:
Sell
Date
Sep 4, 2025
COF
Capital One Financial Corporation
Type:
Buy
Date
Jun 2, 2025
COF
Capital One Financial Corporation
Type:
Buy
Date
Mar 3, 2025
MSTR
MicroStrategy Incorporated - Class A Common Stock
Type:
Buy
Date
Dec 24, 2024
USB
U.S. Bancorp Depositary Shares each
Type:
Buy
Date
Nov 6, 2024
JPM
JP Morgan Chase & Co Depositary
Type:
Buy
Date
Nov 6, 2024
CDNS
Cadence Bank 5.50% Series A
Type:
Buy
Date
Nov 6, 2024
RF
Regions Financial Corporation
Type:
Buy
Date
Nov 6, 2024
COF
Capital One Financial Corporation
Type:
Buy
Date
Nov 6, 2024
CDNS
Cadence Bank 5.50% Series A
Type:
Buy
Date
Sep 27, 2024
KEY
KeyCorp Depositary Shares each
Type:
Buy
Date
Sep 27, 2024
JPM
JP Morgan Chase & Co Depositary
Type:
Buy
Date
Sep 27, 2024
US Bancorp Preferred Series K [OT
Type:
Buy
Date
Sep 27, 2024
TFC
Truist Financial Corporation
Type:
Buy
Date
Sep 27, 2024
RF
Regions Financial Corporation
Type:
Buy
Date
Sep 27, 2024
T
AT&T Inc. Depositary Shares, each
Type:
Buy
Date
Sep 27, 2024
COF
Capital One Financial Corporation
Type:
Buy
Date
Sep 27, 2024
USB
US Bancorp Preferred Series K [OT
Type:
Buy
Date
Sep 27, 2024
WFC
Wells Fargo & Company Depositary
Type:
Sell
Date
Apr 24, 2024
JPM
J P Morgan Chase & Co Depositary
Type:
Sell
Date
Apr 24, 2024
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Feb 2, 2026 | HB HBANZ Huntington Bancshares Incorporated - Depositary Shares L Preferred Stock | Exchange | $1k - $15k | +43dFiling |
| Feb 2, 2026 | CDNS Cadence Bank 5.50% Series A E | Exchange | $1k - $15k | +43dFiling |
| Feb 2, 2026 | HBAN Huntington Bancshares Incorporated E | Exchange | $1k - $15k | +43dFiling |
| Sep 4, 2025 | JPM J P Morgan Chase & Co Depositary | Buy | $1k - $15k | +27dFiling |
| Sep 4, 2025 | JA JAGG J P Morgan Chase & Co Depositary | Sell | $1k - $15k | +27dFiling |
| Jun 2, 2025 | COF Capital One Financial Corporation | Buy | $1k - $15k | |
| Mar 3, 2025 | COF Capital One Financial Corporation | Buy | $1k - $15k | +31dFiling |
| Dec 24, 2024 | MSTR MicroStrategy Incorporated - Class A Common Stock | Buy | $15k - $50k | |
| Nov 6, 2024 | USB U.S. Bancorp Depositary Shares each | Buy | $1k - $15k | +40dFiling |
| Nov 6, 2024 | JPM JP Morgan Chase & Co Depositary | Buy | $1k - $15k | +40dFiling |
| Nov 6, 2024 | CDNS Cadence Bank 5.50% Series A | Buy | $1k - $15k | +40dFiling |
| Nov 6, 2024 | RF Regions Financial Corporation | Buy | $1k - $15k | +40dFiling |
| Nov 6, 2024 | COF Capital One Financial Corporation | Buy | $1k - $15k | +40dFiling |
| Sep 27, 2024 | CDNS Cadence Bank 5.50% Series A | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | KEY KeyCorp Depositary Shares each | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | JPM JP Morgan Chase & Co Depositary | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | US Bancorp Preferred Series K [OT | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | TFC Truist Financial Corporation | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | RF Regions Financial Corporation | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | T AT&T Inc. Depositary Shares, each | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | COF Capital One Financial Corporation | Buy | $1k - $15k | +41dFiling |
| Sep 27, 2024 | USB US Bancorp Preferred Series K [OT | Buy | $1k - $15k | +41dFiling |
| Apr 24, 2024 | WFC Wells Fargo & Company Depositary | Sell | $1k - $15k | +28dFiling |
| Apr 24, 2024 | JPM J P Morgan Chase & Co Depositary | Sell | $1k - $15k | +28dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer