Allworth Financial’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $70.6K | Hold |
254
| – | – | ﹤0.01% | 1728 |
|
2025
Q1 | $60K | Buy |
254
+27
| +12% | +$6.38K | ﹤0.01% | 1463 |
|
2024
Q4 | $69.9K | Buy |
227
+160
| +239% | +$49.3K | ﹤0.01% | 1422 |
|
2024
Q3 | $19K | Hold |
67
| – | – | ﹤0.01% | 1944 |
|
2024
Q2 | $17.3K | Buy |
67
+14
| +26% | +$3.61K | ﹤0.01% | 1970 |
|
2024
Q1 | $10.5K | Buy |
53
+24
| +83% | +$4.76K | ﹤0.01% | 2089 |
|
2023
Q4 | $5.07K | Buy |
29
+25
| +625% | +$4.37K | ﹤0.01% | 2274 |
|
2023
Q3 | $582 | Sell |
4
-33
| -89% | -$4.8K | ﹤0.01% | 3006 |
|
2023
Q2 | $4.79K | Hold |
37
| – | – | ﹤0.01% | 2118 |
|
2023
Q1 | $5.13K | Buy |
37
+20
| +118% | +$2.77K | ﹤0.01% | 2024 |
|
2022
Q4 | $2.21K | Buy |
17
+16
| +1,600% | +$2.08K | ﹤0.01% | 2206 |
|
2022
Q3 | $0 | Sell |
1
-201
| -100% | – | ﹤0.01% | 2997 |
|
2022
Q2 | $23K | Buy |
202
+200
| +10,000% | +$22.8K | ﹤0.01% | 1188 |
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2314 |
|
2017
Q1 | – | Sell |
-27
| Closed | -$2K | – | 810 |
|
2016
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 591 |
|
2016
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 655 |
|
2016
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 608 |
|
2016
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 585 |
|
2015
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 594 |
|
2015
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 590 |
|
2015
Q2 | $1K | Sell |
27
-11
| -29% | -$407 | ﹤0.01% | 576 |
|
2015
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 539 |
|