James Investment Research’s Piper Sandler PIPR Stock Holding History

James Investment Research’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.87M	Buy	37,536 +36	+0.1%	+$2.95K	0.32%	77
2025 Q4	$3.18M	Sell	37,500 -7,048	-16%	-$595K	0.35%	71
2025 Q3	$3.86M	Buy	44,548 +648	+1%	+$52.8K	0.42%	58
2025 Q2	$3.05M	Hold	43,900	–	–	0.36%	73
2025 Q1	$2.72M	Hold	43,900	–	–	0.35%	77
2024 Q4	$3.29M	Sell	43,900 -4	-0%	-$311	0.39%	72
2024 Q3	$3.12M	Hold	43,904	–	–	0.36%	77
2024 Q2	$2.53M	Sell	43,904 -8	-0%	-$410	0.3%	87
2024 Q1	$2.18M	Sell	43,912 -1,056	-2%	-$48.3K	0.26%	100
2023 Q4	$1.97M	Hold	44,968	–	–	0.25%	103
2023 Q3	$1.63M	Hold	44,968	–	–	0.22%	113
2023 Q2	$1.45M	Hold	44,968	–	–	0.19%	113
2023 Q1	$1.56M	Buy	44,968 +144	+0.3%	+$5.13K	0.21%	112
2022 Q4	$1.46M	Hold	44,824	–	–	0.2%	112
2022 Q3	$1.17M	Hold	44,824	–	–	0.17%	121
2022 Q2	$1.27M	Sell	44,824 -14,768	-25%	-$446K	0.17%	119
2022 Q1	$1.96M	Sell	59,592 -10,320	-15%	-$380K	0.21%	118
2021 Q4	$3.12M	Sell	69,912 -19,728	-22%	-$838K	0.29%	93
2021 Q3	$3.1M	Hold	89,640	–	–	0.29%	93
2021 Q2	$2.9M	Sell	89,640 -10,160	-10%	-$311K	0.25%	105
2021 Q1	$2.74M	Hold	99,800	–	–	0.25%	106
2020 Q4	$2.52M	Sell	99,800 -11,600	-10%	-$263K	0.23%	110
2020 Q3	$2.03M	Hold	111,400	–	–	0.19%	117
2020 Q2	$1.65M	Buy	111,400 +1,360	+1%	+$19.2K	0.15%	126
2020 Q1	$1.39M	Hold	110,040	–	–	0.14%	121
2019 Q4	$2.2M	Buy	110,040 +8,540	+8%	+$165K	0.15%	133
2019 Q3	$1.92M	Buy	101,500 +2,440	+2%	+$45.5K	0.14%	134
2019 Q2	$1.84M	Buy	99,060 +10,980	+12%	+$208K	0.13%	129
2019 Q1	$1.6M	Buy	88,080 +6,600	+8%	+$117K	0.1%	155
2018 Q4	$1.34M	Sell	81,480 -175,800	-68%	-$3.07M	0.08%	203
2018 Q3	$4.91M	Buy	257,280 +2,260	+0.9%	+$43.4K	0.2%	102
2018 Q2	$4.9M	Buy	255,020 +22,836	+10%	+$447K	0.19%	112
2018 Q1	$4.82M	Buy	232,184 +84,988	+58%	+$1.88M	0.18%	120
2017 Q4	$3.17M	Sell	147,196 -3,840	-3%	-$69.2K	0.11%	152
2017 Q3	$2.24M	Buy	151,036 +7,120	+5%	+$105K	0.08%	215
2017 Q2	$2.16M	Buy	143,916 +37,520	+35%	+$566K	0.07%	200
2017 Q1	$1.7M	Buy	+106,396	New	+$1.88M	0.05%	264
2016 Q1	–	Sell	-19,840	Closed	-$200K	–	475
2015 Q4	$200K	Sell	19,840 -556,468	-97%	-$5.33M	﹤0.01%	286
2015 Q3	$5.21M	Sell	576,308 -835,864	-59%	-$8.58M	0.14%	130
2015 Q2	$15.4M	Sell	1,412,172 -756,308	-35%	-$9.44M	0.36%	90
2015 Q1	$28.4M	Buy	2,168,480 +233,276	+12%	+$3.17M	0.67%	48
2014 Q4	$28.1M	Buy	1,935,204 +529,716	+38%	+$7.27M	0.77%	40
2014 Q3	$18.4M	Buy	+1,405,488	New	+$18.7M	0.57%	57
2014 Q2	–	Sell	-37,200	Closed	-$426K	–	524
2014 Q1	$426K	Buy	+37,200	New	+$378K	0.01%	283