Charles Schwab’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 | $56.2M | Buy |
202,065
+992
| +0.5% | +$276K | 0.01% | 1026 |
|
|
2025
Q1 | $49.8M | Sell |
201,073
-3,856
| -2% | -$955K | 0.01% | 1073 |
|
|
2024
Q4 | $61.5M | Sell |
204,929
-297
| -0.1% | -$89.1K | 0.01% | 980 |
|
|
2024
Q3 | $58.2M | Buy |
205,226
+2,689
| +1% | +$763K | 0.01% | 1019 |
|
|
2024
Q2 | $46.6M | Buy |
202,537
+6,857
| +4% | +$1.58M | 0.01% | 1134 |
|
|
2024
Q1 | $38.8M | Buy |
195,680
+8,370
| +4% | +$1.66M | 0.01% | 1194 |
|
|
2023
Q4 | $32.8M | Buy |
187,310
+6,652
| +4% | +$1.16M | 0.01% | 1280 |
|
|
2023
Q3 | $26.3M | Buy |
180,658
+11,847
| +7% | +$1.72M | 0.01% | 1318 |
|
|
2023
Q2 | $21.8M | Buy |
168,811
+10,262
| +6% | +$1.33M | 0.01% | 1428 |
|
|
2023
Q1 | $22M | Buy |
158,549
+1,585
| +1% | +$220K | 0.01% | 1396 |
|
|
2022
Q4 | $20.4M | Buy |
156,964
+3,516
| +2% | +$458K | 0.01% | 1428 |
|
|
2022
Q3 | $16.1M | Sell |
153,448
-12,235
| -7% | -$1.28M | 0.01% | 1533 |
|
|
2022
Q2 | $18.8M | Buy |
165,683
+24,395
| +17% | +$2.77M | 0.01% | 1454 |
|
|
2022
Q1 | $18.5M | Buy |
141,288
+1,255
| +0.9% | +$165K | 0.01% | 1605 |
|
|
2021
Q4 | $25M | Buy |
140,033
+800
| +0.6% | +$143K | 0.01% | 1397 |
|
|
2021
Q3 | $19.3M | Buy |
139,233
+1,152
| +0.8% | +$160K | 0.01% | 1618 |
|
|
2021
Q2 | $17.9M | Buy |
138,081
+5,833
| +4% | +$756K | 0.01% | 1662 |
|
|
2021
Q1 | $14.5M | Buy |
132,248
+2,784
| +2% | +$305K | 0.01% | 1743 |
|
|
2020
Q4 | $13.1M | Buy |
129,464
+614
| +0.5% | +$62K | 0.01% | 1693 |
|
|
2020
Q3 | $9.41M | Sell |
128,850
-8,148
| -6% | -$595K | ﹤0.01% | 1742 |
|
|
2020
Q2 | $8.11M | Sell |
136,998
-15,940
| -10% | -$943K | ﹤0.01% | 1773 |
|
|
2020
Q1 | $7.74M | Buy |
152,938
+28,854
| +23% | +$1.46M | ﹤0.01% | 1606 |
|
|
2019
Q4 | $9.92M | Buy |
124,084
+920
| +0.7% | +$73.6K | 0.01% | 1670 |
|
|
2019
Q3 | $9.3M | Buy |
123,164
+2,920
| +2% | +$220K | 0.01% | 1645 |
|
|
2019
Q2 | $8.93M | Sell |
120,244
-2,692
| -2% | -$200K | 0.01% | 1662 |
|
|
2019
Q1 | $8.95M | Buy |
122,936
+14,970
| +14% | +$1.09M | 0.01% | 1668 |
|
|
2018
Q4 | $7.11M | Buy |
107,966
+6,250
| +6% | +$412K | 0.01% | 1679 |
|
|
2018
Q3 | $7.77M | Buy |
101,716
+18,018
| +22% | +$1.38M | 0.01% | 1793 |
|
|
2018
Q2 | $6.43M | Buy |
83,698
+11,056
| +15% | +$850K | ﹤0.01% | 1865 |
|
|
2018
Q1 | $6.03M | Sell |
72,642
-93
| -0.1% | -$7.72K | ﹤0.01% | 1840 |
|
|
2017
Q4 | $6.27M | Buy |
72,735
+1,571
| +2% | +$136K | 0.01% | 1795 |
|
|
2017
Q3 | $4.22M | Buy |
71,164
+3,865
| +6% | +$229K | ﹤0.01% | 1961 |
|
|
2017
Q2 | $4.04M | Buy |
67,299
+764
| +1% | +$45.8K | ﹤0.01% | 1929 |
|
|
2017
Q1 | $4.25M | Buy |
66,535
+3,402
| +5% | +$217K | ﹤0.01% | 1849 |
|
|
2016
Q4 | $4.58M | Buy |
63,133
+3,167
| +5% | +$230K | 0.01% | 1801 |
|
|
2016
Q3 | $2.9M | Buy |
59,966
+2,738
| +5% | +$132K | ﹤0.01% | 1949 |
|
|
2016
Q2 | $2.16M | Buy |
57,228
+4,210
| +8% | +$159K | ﹤0.01% | 2034 |
|
|
2016
Q1 | $2.63M | Sell |
53,018
-1,679
| -3% | -$83.2K | ﹤0.01% | 1899 |
|
|
2015
Q4 | $2.21M | Sell |
54,697
-2,779
| -5% | -$112K | ﹤0.01% | 2024 |
|
|
2015
Q3 | $2.08M | Buy |
57,476
+3,349
| +6% | +$121K | ﹤0.01% | 2042 |
|
|
2015
Q2 | $2.36M | Buy |
54,127
+4,547
| +9% | +$199K | ﹤0.01% | 1996 |
|
|
2015
Q1 | $2.6M | Buy |
49,580
+2,365
| +5% | +$124K | ﹤0.01% | 1907 |
|
|
2014
Q4 | $2.74M | Buy |
47,215
+139
| +0.3% | +$8.08K | ﹤0.01% | 1828 |
|
|
2014
Q3 | $2.46M | Sell |
47,076
-1,022
| -2% | -$53.4K | ﹤0.01% | 1841 |
|
|
2014
Q2 | $2.49M | Sell |
48,098
-70
| -0.1% | -$3.63K | ﹤0.01% | 1871 |
|
|
2014
Q1 | $2.21M | Buy |
48,168
+1,377
| +3% | +$63.1K | ﹤0.01% | 1900 |
|
|
2013
Q4 | $1.85M | Buy |
46,791
+1,869
| +4% | +$73.9K | ﹤0.01% | 1962 |
|
|
2013
Q3 | $1.55M | Buy |
44,922
+2,137
| +5% | +$73.5K | ﹤0.01% | 1991 |
|
|
2013
Q2 | $1.36M | Buy |
+42,785
| New | +$1.36M | ﹤0.01% | 1976 |
|