CAPTRUST Financial Advisors’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 | $1.21M | Buy |
4,359
+1,119
| +35% | +$311K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $803K | Buy |
3,240
+140
| +5% | +$34.7K | ﹤0.01% | 1391 |
|
|
2024
Q4 | $930K | Buy |
3,100
+749
| +32% | +$225K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $667K | Sell |
2,351
-750
| -24% | -$213K | ﹤0.01% | 1425 |
|
|
2024
Q2 | $714K | Sell |
3,101
-87
| -3% | -$20K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $633K | Sell |
3,188
-1,095
| -26% | -$217K | ﹤0.01% | 1367 |
|
|
2023
Q4 | $749K | Buy |
4,283
+74
| +2% | +$12.9K | ﹤0.01% | 1460 |
|
|
2023
Q3 | $612K | Buy |
4,209
+1,938
| +85% | +$282K | ﹤0.01% | 1512 |
|
|
2023
Q2 | $294K | Sell |
2,271
-159
| -7% | -$20.5K | ﹤0.01% | 1999 |
|
|
2023
Q1 | $337K | Buy |
2,430
+64
| +3% | +$8.87K | ﹤0.01% | 1666 |
|
|
2022
Q4 | $308K | Buy |
2,366
+84
| +4% | +$10.9K | ﹤0.01% | 1629 |
|
|
2022
Q3 | $239K | Buy |
2,282
+118
| +5% | +$12.4K | ﹤0.01% | 1709 |
|
|
2022
Q2 | $245K | Buy |
2,164
+234
| +12% | +$26.5K | ﹤0.01% | 1556 |
|
|
2022
Q1 | $253K | Buy |
1,930
+496
| +35% | +$65K | ﹤0.01% | 1555 |
|
|
2021
Q4 | $256K | Buy |
1,434
+86
| +6% | +$15.4K | ﹤0.01% | 1479 |
|
|
2021
Q3 | $187K | Sell |
1,348
-24
| -2% | -$3.33K | ﹤0.01% | 1606 |
|
|
2021
Q2 | $178K | Sell |
1,372
-14
| -1% | -$1.82K | ﹤0.01% | 1609 |
|
|
2021
Q1 | $152K | Buy |
1,386
+1,226
| +766% | +$134K | ﹤0.01% | 1670 |
|
|
2020
Q4 | $16K | Buy |
160
+28
| +21% | +$2.8K | ﹤0.01% | 2363 |
|
|
2020
Q3 | $10K | Buy |
132
+1
| +0.8% | +$76 | ﹤0.01% | 2282 |
|
|
2020
Q2 | $8K | Buy |
+131
| New | +$8K | ﹤0.01% | 2267 |
|
|
2019
Q4 | – | Sell |
-95
| Closed | -$7K | – | 1576 |
|
|
2019
Q3 | $7K | Sell |
95
-56
| -37% | -$4.13K | ﹤0.01% | 1600 |
|
|
2019
Q2 | $11K | Hold |
151
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q1 | $11K | Sell |
151
-91
| -38% | -$6.63K | ﹤0.01% | 1367 |
|
|
2018
Q4 | $16K | Hold |
242
| – | – | ﹤0.01% | 1089 |
|
|
2018
Q3 | $18K | Hold |
242
| – | – | ﹤0.01% | 1042 |
|
|
2018
Q2 | $19K | Buy |
+242
| New | +$19K | ﹤0.01% | 971 |
|