Lido 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 | $1.68M | Buy |
6,055
+88
| +1% | +$24.5K | 0.01% | 593 |
|
2025
Q1 | $1.48M | Buy |
5,967
+1,782
| +43% | +$441K | 0.01% | 591 |
|
2024
Q4 | $1.26M | Buy |
4,185
+49
| +1% | +$14.7K | 0.01% | 625 |
|
2024
Q3 | $1.17M | Sell |
4,136
-1,163
| -22% | -$330K | 0.01% | 589 |
|
2024
Q2 | $1.22M | Sell |
5,299
-81
| -2% | -$18.6K | 0.01% | 536 |
|
2024
Q1 | $1.07M | Buy |
5,380
+2,120
| +65% | +$421K | 0.01% | 579 |
|
2023
Q4 | $570K | Buy |
3,260
+1,220
| +60% | +$213K | ﹤0.01% | 731 |
|
2023
Q3 | $296K | Buy |
2,040
+5
| +0.2% | +$727 | ﹤0.01% | 823 |
|
2023
Q2 | $263K | Sell |
2,035
-9
| -0.4% | -$1.16K | ﹤0.01% | 893 |
|
2023
Q1 | $283K | Buy |
+2,044
| New | +$283K | ﹤0.01% | 800 |
|
2022
Q2 | – | Sell |
-2,495
| Closed | -$327K | – | 917 |
|
2022
Q1 | $327K | Buy |
+2,495
| New | +$327K | ﹤0.01% | 692 |
|