JIR
James Investment Research’s Piper Sandler PIPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05M | Hold |
10,975
| – | – | 0.36% | 73 |
|
|
2025
Q1 | $2.72M | Hold |
10,975
| – | – | 0.35% | 77 |
|
|
2024
Q4 | $3.29M | Sell |
10,975
-1
| -0% | -$300 | 0.39% | 72 |
|
|
2024
Q3 | $3.12M | Hold |
10,976
| – | – | 0.36% | 77 |
|
|
2024
Q2 | $2.53M | Sell |
10,976
-2
| -0% | -$460 | 0.3% | 87 |
|
|
2024
Q1 | $2.18M | Sell |
10,978
-264
| -2% | -$52.4K | 0.26% | 100 |
|
|
2023
Q4 | $1.97M | Hold |
11,242
| – | – | 0.25% | 103 |
|
|
2023
Q3 | $1.63M | Hold |
11,242
| – | – | 0.22% | 113 |
|
|
2023
Q2 | $1.45M | Hold |
11,242
| – | – | 0.19% | 113 |
|
|
2023
Q1 | $1.56M | Buy |
11,242
+36
| +0.3% | +$4.99K | 0.21% | 112 |
|
|
2022
Q4 | $1.46M | Hold |
11,206
| – | – | 0.2% | 112 |
|
|
2022
Q3 | $1.17M | Hold |
11,206
| – | – | 0.17% | 121 |
|
|
2022
Q2 | $1.27M | Sell |
11,206
-3,692
| -25% | -$418K | 0.17% | 119 |
|
|
2022
Q1 | $1.96M | Sell |
14,898
-2,580
| -15% | -$339K | 0.21% | 118 |
|
|
2021
Q4 | $3.12M | Sell |
17,478
-4,932
| -22% | -$880K | 0.29% | 93 |
|
|
2021
Q3 | $3.1M | Hold |
22,410
| – | – | 0.29% | 93 |
|
|
2021
Q2 | $2.9M | Sell |
22,410
-2,540
| -10% | -$329K | 0.25% | 105 |
|
|
2021
Q1 | $2.74M | Hold |
24,950
| – | – | 0.25% | 106 |
|
|
2020
Q4 | $2.52M | Sell |
24,950
-2,900
| -10% | -$293K | 0.23% | 110 |
|
|
2020
Q3 | $2.03M | Hold |
27,850
| – | – | 0.19% | 117 |
|
|
2020
Q2 | $1.65M | Buy |
27,850
+340
| +1% | +$20.1K | 0.15% | 126 |
|
|
2020
Q1 | $1.39M | Hold |
27,510
| – | – | 0.14% | 121 |
|
|
2019
Q4 | $2.2M | Buy |
27,510
+2,135
| +8% | +$171K | 0.15% | 133 |
|
|
2019
Q3 | $1.92M | Buy |
25,375
+610
| +2% | +$46K | 0.14% | 134 |
|
|
2019
Q2 | $1.84M | Buy |
24,765
+2,745
| +12% | +$204K | 0.13% | 129 |
|
|
2019
Q1 | $1.6M | Buy |
22,020
+1,650
| +8% | +$120K | 0.1% | 155 |
|
|
2018
Q4 | $1.34M | Sell |
20,370
-43,950
| -68% | -$2.89M | 0.08% | 203 |
|
|
2018
Q3 | $4.91M | Buy |
64,320
+565
| +0.9% | +$43.1K | 0.2% | 102 |
|
|
2018
Q2 | $4.9M | Buy |
63,755
+5,709
| +10% | +$439K | 0.19% | 112 |
|
|
2018
Q1 | $4.82M | Buy |
58,046
+21,247
| +58% | +$1.76M | 0.18% | 120 |
|
|
2017
Q4 | $3.17M | Sell |
36,799
-960
| -3% | -$82.8K | 0.11% | 152 |
|
|
2017
Q3 | $2.24M | Buy |
37,759
+1,780
| +5% | +$106K | 0.08% | 215 |
|
|
2017
Q2 | $2.16M | Buy |
35,979
+9,380
| +35% | +$562K | 0.07% | 200 |
|
|
2017
Q1 | $1.7M | Buy |
+26,599
| New | +$1.7M | 0.05% | 264 |
|
|
2016
Q1 | – | Sell |
-4,960
| Closed | -$200K | – | 475 |
|
|
2015
Q4 | $200K | Sell |
4,960
-139,117
| -97% | -$5.61M | ﹤0.01% | 286 |
|
|
2015
Q3 | $5.21M | Sell |
144,077
-208,966
| -59% | -$7.56M | 0.14% | 130 |
|
|
2015
Q2 | $15.4M | Sell |
353,043
-189,077
| -35% | -$8.25M | 0.36% | 90 |
|
|
2015
Q1 | $28.4M | Buy |
542,120
+58,319
| +12% | +$3.06M | 0.67% | 48 |
|
|
2014
Q4 | $28.1M | Buy |
483,801
+132,429
| +38% | +$7.69M | 0.77% | 40 |
|
|
2014
Q3 | $18.4M | Buy |
+351,372
| New | +$18.4M | 0.57% | 57 |
|
|
2014
Q2 | – | Sell |
-9,300
| Closed | -$426K | – | 525 |
|
|
2014
Q1 | $426K | Buy |
+9,300
| New | +$426K | 0.01% | 283 |
|