CAPTRUST Financial Advisors’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $930K | Buy |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $714K | Sell |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $749K | Buy |
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|
2023
Q3 | $612K | Buy |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $253K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $187K | Sell |
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|
2021
Q2 | $178K | Sell |
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|
2021
Q1 | $152K | Buy |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $8K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $7K | Sell |
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|
2019
Q2 | $11K | Hold |
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|
2019
Q1 | $11K | Sell |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $19K | Buy |
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