Farther Finance 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 | $578K | Sell |
2,081
-288
| -12% | -$80K | 0.01% | 839 |
|
2025
Q1 | $596K | Buy |
2,369
+978
| +70% | +$246K | 0.02% | 709 |
|
2024
Q4 | $417K | Buy |
1,391
+5
| +0.4% | +$1.5K | 0.02% | 659 |
|
2024
Q3 | $393K | Buy |
1,386
+5
| +0.4% | +$1.42K | 0.01% | 690 |
|
2024
Q2 | $320K | Buy |
1,381
+22
| +2% | +$5.1K | 0.02% | 649 |
|
2024
Q1 | $268K | Buy |
1,359
+1,348
| +12,255% | +$266K | 0.02% | 588 |
|
2023
Q4 | $1.92K | Sell |
11
-2
| -15% | -$350 | ﹤0.01% | 2443 |
|
2023
Q3 | $1.89K | Hold |
13
| – | – | ﹤0.01% | 1879 |
|
2023
Q2 | $1.68K | Hold |
13
| – | – | ﹤0.01% | 1819 |
|
2023
Q1 | $1.8K | Hold |
13
| – | – | ﹤0.01% | 1676 |
|
2022
Q4 | $1.69K | Buy |
+13
| New | +$1.69K | ﹤0.01% | 1510 |
|