Cynosure Group’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
$486K Buy
1,749
+449
+35% +$125K 0.06% 174
2025
Q1
$322K Buy
1,300
+372
+40% +$92.1K 0.04% 322
2024
Q4
$278K Sell
928
-368
-28% -$110K 0.04% 336
2024
Q3
$368K Buy
+1,296
New +$368K 0.05% 291