Creative Planning’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 | $4.07M | Buy |
14,641
+1,992
| +16% | +$554K | ﹤0.01% | 860 |
|
|
2025
Q1 | $3.13M | Buy |
12,649
+1,281
| +11% | +$317K | ﹤0.01% | 914 |
|
|
2024
Q4 | $3.41M | Buy |
11,368
+2,081
| +22% | +$624K | ﹤0.01% | 829 |
|
|
2024
Q3 | $2.64M | Buy |
9,287
+2,399
| +35% | +$681K | ﹤0.01% | 922 |
|
|
2024
Q2 | $1.59M | Buy |
6,888
+1,191
| +21% | +$274K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $1.13M | Buy |
5,697
+2,053
| +56% | +$408K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $637K | Buy |
3,644
+403
| +12% | +$70.5K | ﹤0.01% | 1520 |
|
|
2023
Q3 | $471K | Buy |
3,241
+737
| +29% | +$107K | ﹤0.01% | 1599 |
|
|
2023
Q2 | $324K | Sell |
2,504
-193
| -7% | -$25K | ﹤0.01% | 1840 |
|
|
2023
Q1 | $374K | Sell |
2,697
-181
| -6% | -$25.1K | ﹤0.01% | 1656 |
|
|
2022
Q4 | $375K | Sell |
2,878
-215
| -7% | -$28K | ﹤0.01% | 1572 |
|
|
2022
Q3 | $324K | Buy |
3,093
+511
| +20% | +$53.5K | ﹤0.01% | 1598 |
|
|
2022
Q2 | $293K | Buy |
2,582
+310
| +14% | +$35.2K | ﹤0.01% | 1618 |
|
|
2022
Q1 | $298K | Buy |
2,272
+43
| +2% | +$5.64K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $398K | Buy |
2,229
+112
| +5% | +$20K | ﹤0.01% | 1439 |
|
|
2021
Q3 | $293K | Buy |
2,117
+12
| +0.6% | +$1.66K | ﹤0.01% | 1606 |
|
|
2021
Q2 | $273K | Buy |
2,105
+21
| +1% | +$2.72K | ﹤0.01% | 1607 |
|
|
2021
Q1 | $229K | Buy |
2,084
+74
| +4% | +$8.13K | ﹤0.01% | 1954 |
|
|
2020
Q4 | $203K | Buy |
+2,010
| New | +$203K | ﹤0.01% | 1862 |
|
|
2020
Q1 | – | Sell |
-2,694
| Closed | -$215K | – | 1871 |
|
|
2019
Q4 | $215K | Buy |
2,694
+8
| +0.3% | +$638 | ﹤0.01% | 1578 |
|
|
2019
Q3 | $203K | Sell |
2,686
-187
| -7% | -$14.1K | ﹤0.01% | 1591 |
|
|
2019
Q2 | $213K | Buy |
+2,873
| New | +$213K | ﹤0.01% | 1575 |
|
|
2018
Q2 | – | Sell |
-2,554
| Closed | -$212K | – | 1972 |
|
|
2018
Q1 | $212K | Buy |
+2,554
| New | +$212K | ﹤0.01% | 1555 |
|
|
2017
Q3 | – | Sell |
-2,094
| Closed | -$126K | – | 3120 |
|
|
2017
Q2 | $126K | Buy |
2,094
+177
| +9% | +$10.7K | ﹤0.01% | 1806 |
|
|
2017
Q1 | $122K | Buy |
1,917
+465
| +32% | +$29.6K | ﹤0.01% | 1819 |
|
|
2016
Q4 | $105K | Buy |
1,452
+222
| +18% | +$16.1K | ﹤0.01% | 1815 |
|
|
2016
Q3 | $59K | Hold |
1,230
| – | – | ﹤0.01% | 2213 |
|
|
2016
Q2 | $46K | Sell |
1,230
-6
| -0.5% | -$224 | ﹤0.01% | 2173 |
|
|
2016
Q1 | $61K | Sell |
1,236
-2
| -0.2% | -$99 | ﹤0.01% | 1946 |
|
|
2015
Q4 | $50K | Sell |
1,238
-351
| -22% | -$14.2K | ﹤0.01% | 2101 |
|
|
2015
Q3 | $57K | Buy |
+1,589
| New | +$57K | ﹤0.01% | 1938 |
|
|
2015
Q2 | – | Sell |
-1,538
| Closed | -$81K | – | 2368 |
|
|
2015
Q1 | $81K | Buy |
1,538
+6
| +0.4% | +$316 | ﹤0.01% | 1682 |
|
|
2014
Q4 | $89K | Buy |
1,532
+350
| +30% | +$20.3K | ﹤0.01% | 1598 |
|
|
2014
Q3 | $62K | Buy |
1,182
+11
| +0.9% | +$577 | ﹤0.01% | 1761 |
|
|
2014
Q2 | $61K | Sell |
1,171
-1
| -0.1% | -$52 | ﹤0.01% | 1727 |
|
|
2014
Q1 | $54K | Buy |
1,172
+21
| +2% | +$968 | ﹤0.01% | 1745 |
|
|
2013
Q4 | $46K | Hold |
1,151
| – | – | ﹤0.01% | 1662 |
|
|
2013
Q3 | $39K | Buy |
1,151
+13
| +1% | +$440 | ﹤0.01% | 1669 |
|
|
2013
Q2 | $36K | Buy |
+1,138
| New | +$36K | ﹤0.01% | 1567 |
|