IFP Advisors’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 | $118K | Buy |
1,535
+315
| +26% | +$25.8K | ﹤0.01% | 1743 |
|
|
2025
Q4 | $104K | Hold |
1,220
| – | – | ﹤0.01% | 1766 |
|
|
2025
Q3 | $106K | Buy |
1,220
+592
| +94% | +$48.3K | ﹤0.01% | 1640 |
|
|
2025
Q2 | $74.6K | Sell |
628
-360
| -36% | -$22.4K | ﹤0.01% | 1822 |
|
|
2025
Q1 | $63K | Buy |
988
+440
| +80% | +$31.5K | ﹤0.01% | 1777 |
|
|
2024
Q4 | $42.9K | Buy |
548
+524
| +2,183% | +$40.8K | ﹤0.01% | 1896 |
|
|
2024
Q3 | $1.7K | Buy |
+24
| New | +$1.57K | ﹤0.01% | 2956 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$1.16K | – | 3489 |
|
|
2023
Q2 | $1.16K | Buy |
+36
| New | +$1.19K | ﹤0.01% | 3042 |
|
|
2023
Q1 | – | Sell |
-208
| Closed | -$5K | – | 4163 |
|
|
2022
Q4 | $5K | Sell |
208
-100
| -32% | -$3.27K | ﹤0.01% | 3805 |
|
|
2022
Q3 | $9K | Buy |
308
+232
| +305% | +$6.76K | ﹤0.01% | 3726 |
|
|
2022
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 3909 |
|
|
2022
Q1 | $4K | Buy |
+76
| New | +$2.8K | ﹤0.01% | 3908 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4305 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4056 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3967 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3790 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3663 |
|
|
2020
Q2 | – | Sell |
-36
| Closed | -$507 | – | 3496 |
|
|
2020
Q1 | $0 | Hold |
36
| – | – | ﹤0.01% | 3450 |
|
|
2019
Q4 | $1K | Sell |
36
-4
| -10% | -$77 | ﹤0.01% | 2705 |
|
|
2019
Q3 | $1K | Buy |
+40
| New | +$746 | ﹤0.01% | 2911 |
|
|
2019
Q1 | $0 | Sell |
4
-200
| -98% | -$3.55K | ﹤0.01% | 3146 |
|
|
2018
Q4 | $3K | Hold |
204
| – | – | ﹤0.01% | 3053 |
|
|
2018
Q3 | $4K | Hold |
204
| – | – | ﹤0.01% | 3320 |
|
|
2018
Q2 | $4K | Hold |
204
| – | – | ﹤0.01% | 3388 |
|
|
2018
Q1 | $4K | Hold |
204
| – | – | ﹤0.01% | 3281 |
|
|
2017
Q4 | $4K | Sell |
204
-1,408
| -87% | -$25.4K | ﹤0.01% | 3330 |
|
|
2017
Q3 | $24K | Sell |
1,612
-276
| -15% | -$4.07K | ﹤0.01% | 2484 |
|
|
2017
Q2 | $28K | Buy |
1,888
+284
| +18% | +$4.29K | ﹤0.01% | 2370 |
|
|
2017
Q1 | $26K | Sell |
1,604
-8
| -0.5% | -$142 | ﹤0.01% | 2332 |
|
|
2016
Q4 | $29K | Sell |
1,612
-56
| -3% | -$884 | ﹤0.01% | 2226 |
|
|
2016
Q3 | $20K | Hold |
1,668
| – | – | ﹤0.01% | 2394 |
|
|
2016
Q2 | $16K | Buy |
1,668
+1,664
| +41,600% | +$17.7K | ﹤0.01% | 2494 |
|
|
2016
Q1 | $0 | Sell |
4
-1,688
| -100% | -$17.1K | ﹤0.01% | 3141 |
|
|
2015
Q4 | $17K | Buy |
+1,692
| New | +$16.2K | ﹤0.01% | 2266 |
|
Other funds holding PIPR
VPM
VCM
SIMG