Financial Perspectives’s Piper Sandler PIPR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$31.5K	Hold	412	–	–	0.01%	381
2025 Q4	$35K	Hold	412	–	–	0.01%	359
2025 Q3	$35.7K	Hold	412	–	–	0.01%	357
2025 Q2	$28.6K	Hold	412	–	–	0.01%	376
2025 Q1	$25.5K	Hold	412	–	–	0.01%	377
2024 Q4	$30.9K	Hold	412	–	–	0.01%	354
2024 Q3	$29.2K	Hold	412	–	–	0.01%	339
2024 Q2	$23.7K	Hold	412	–	–	0.01%	362
2024 Q1	$20.4K	Hold	412	–	–	0.01%	376
2023 Q4	$18K	Hold	412	–	–	0.01%	392
2023 Q3	$15K	Hold	412	–	–	0.01%	394
2023 Q2	$13.3K	Hold	412	–	–	0.01%	419
2023 Q1	$14.3K	Hold	412	–	–	0.01%	406
2022 Q4	$13.4K	Hold	412	–	–	0.01%	407
2022 Q3	$10.8K	Hold	412	–	–	0.01%	428
2022 Q2	$11.7K	Hold	412	–	–	0.01%	420
2022 Q1	$13.5K	Hold	412	–	–	0.01%	421
2021 Q4	$18.4K	Hold	412	–	–	0.01%	365
2021 Q3	$14.3K	Hold	412	–	–	0.01%	401
2021 Q2	$13.3K	Sell	412 -44,764	-99%	-$1.37M	0.01%	433
2021 Q1	$103K	Buy	45,176 +44,748	+10,455%	+$1.19M	0.01%	478
2020 Q4	$10.8K	Hold	428	–	–	0.01%	401
2020 Q3	$7.81K	Hold	428	–	–	0.01%	386
2020 Q2	$6.33K	Hold	428	–	–	﹤0.01%	388
2020 Q1	$5.41K	Hold	428	–	–	﹤0.01%	378
2019 Q4	$8.55K	Buy	+428	New	+$8.29K	0.01%	348