Bank of Montreal’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 | $911K | Buy |
3,276
+183
| +6% | +$50.9K | ﹤0.01% | 1699 |
|
|
2025
Q1 | $766K | Buy |
3,093
+627
| +25% | +$155K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $740K | Buy |
2,466
+90
| +4% | +$27K | ﹤0.01% | 1772 |
|
|
2024
Q3 | $670K | Buy |
2,376
+114
| +5% | +$32.1K | ﹤0.01% | 1966 |
|
|
2024
Q2 | $524K | Buy |
2,262
+46
| +2% | +$10.6K | ﹤0.01% | 2125 |
|
|
2024
Q1 | $440K | Buy |
2,216
+71
| +3% | +$14.1K | ﹤0.01% | 2243 |
|
|
2023
Q4 | $381K | Buy |
2,145
+127
| +6% | +$22.5K | ﹤0.01% | 2311 |
|
|
2023
Q3 | $308K | Sell |
2,018
-33
| -2% | -$5.03K | ﹤0.01% | 2399 |
|
|
2023
Q2 | $286K | Sell |
2,051
-1,152
| -36% | -$160K | ﹤0.01% | 2613 |
|
|
2023
Q1 | $444K | Buy |
3,203
+607
| +23% | +$84.2K | ﹤0.01% | 2282 |
|
|
2022
Q4 | $371K | Buy |
2,596
+33
| +1% | +$4.72K | ﹤0.01% | 2393 |
|
|
2022
Q3 | $277 | Buy |
2,563
+218
| +9% | +$24 | ﹤0.01% | 2580 |
|
|
2022
Q2 | $272 | Sell |
2,345
-2,152
| -48% | -$250 | ﹤0.01% | 2677 |
|
|
2022
Q1 | $597K | Buy |
4,497
+183
| +4% | +$24.3K | ﹤0.01% | 2271 |
|
|
2021
Q4 | $777K | Sell |
4,314
-884
| -17% | -$159K | ﹤0.01% | 2042 |
|
|
2021
Q3 | $734K | Sell |
5,198
-84
| -2% | -$11.9K | ﹤0.01% | 2492 |
|
|
2021
Q2 | $689K | Buy |
5,282
+1,229
| +30% | +$160K | ﹤0.01% | 2547 |
|
|
2021
Q1 | $457K | Sell |
4,053
-165
| -4% | -$18.6K | ﹤0.01% | 2359 |
|
|
2020
Q4 | $438K | Buy |
4,218
+2,985
| +242% | +$310K | ﹤0.01% | 2356 |
|
|
2020
Q3 | $95K | Sell |
1,233
-581
| -32% | -$44.8K | ﹤0.01% | 2719 |
|
|
2020
Q2 | $101K | Buy |
1,814
+1,086
| +149% | +$60.5K | ﹤0.01% | 2729 |
|
|
2020
Q1 | $36K | Sell |
728
-1,365
| -65% | -$67.5K | ﹤0.01% | 2730 |
|
|
2019
Q4 | $168K | Buy |
2,093
+472
| +29% | +$37.9K | ﹤0.01% | 2762 |
|
|
2019
Q3 | $122K | Sell |
1,621
-1,534
| -49% | -$115K | ﹤0.01% | 2730 |
|
|
2019
Q2 | $234K | Buy |
3,155
+1,151
| +57% | +$85.4K | ﹤0.01% | 2419 |
|
|
2019
Q1 | $146K | Sell |
2,004
-332
| -14% | -$24.2K | ﹤0.01% | 2517 |
|
|
2018
Q4 | $153K | Buy |
2,336
+210
| +10% | +$13.8K | ﹤0.01% | 2441 |
|
|
2018
Q3 | $163K | Sell |
2,126
-147
| -6% | -$11.3K | ﹤0.01% | 2581 |
|
|
2018
Q2 | $175K | Buy |
2,273
+248
| +12% | +$19.1K | ﹤0.01% | 2543 |
|
|
2018
Q1 | $168K | Sell |
2,025
-479
| -19% | -$39.7K | ﹤0.01% | 2487 |
|
|
2017
Q4 | $216K | Sell |
2,504
-137
| -5% | -$11.8K | ﹤0.01% | 2386 |
|
|
2017
Q3 | $157K | Sell |
2,641
-91
| -3% | -$5.41K | ﹤0.01% | 2531 |
|
|
2017
Q2 | $164K | Sell |
2,732
-170
| -6% | -$10.2K | ﹤0.01% | 2499 |
|
|
2017
Q1 | $186K | Sell |
2,902
-3,048
| -51% | -$195K | ﹤0.01% | 2292 |
|
|
2016
Q4 | $434K | Sell |
5,950
-472
| -7% | -$34.4K | ﹤0.01% | 1961 |
|
|
2016
Q3 | $310K | Sell |
6,422
-16,552
| -72% | -$799K | ﹤0.01% | 2065 |
|
|
2016
Q2 | $867K | Sell |
22,974
-42,274
| -65% | -$1.6M | ﹤0.01% | 1753 |
|
|
2016
Q1 | $3.23M | Sell |
65,248
-2,715
| -4% | -$135K | ﹤0.01% | 1132 |
|
|
2015
Q4 | $2.75M | Buy |
67,963
+66,116
| +3,580% | +$2.67M | ﹤0.01% | 1201 |
|
|
2015
Q3 | $66K | Sell |
1,847
-269
| -13% | -$9.61K | ﹤0.01% | 2590 |
|
|
2015
Q2 | $92K | Hold |
2,116
| – | – | ﹤0.01% | 2582 |
|
|
2015
Q1 | $111K | Sell |
2,116
-9,176
| -81% | -$481K | ﹤0.01% | 2381 |
|
|
2014
Q4 | $656K | Buy |
11,292
+1,365
| +14% | +$79.3K | ﹤0.01% | 1634 |
|
|
2014
Q3 | $518K | Buy |
9,927
+523
| +6% | +$27.3K | ﹤0.01% | 1697 |
|
|
2014
Q2 | $487K | Buy |
9,404
+6,604
| +236% | +$342K | ﹤0.01% | 1748 |
|
|
2014
Q1 | $128K | Buy |
2,800
+2,206
| +371% | +$101K | ﹤0.01% | 2205 |
|
|
2013
Q4 | $23K | Sell |
594
-2,894
| -83% | -$112K | ﹤0.01% | 2837 |
|
|
2013
Q3 | $120K | Sell |
3,488
-2,863
| -45% | -$98.5K | ﹤0.01% | 2058 |
|
|
2013
Q2 | $201K | Buy |
+6,351
| New | +$201K | ﹤0.01% | 1848 |
|