LPL Financial’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 | $2.19M | Buy |
7,895
+807
| +11% | +$224K | ﹤0.01% | 3020 |
|
2025
Q1 | $1.76M | Buy |
7,088
+1,471
| +26% | +$364K | ﹤0.01% | 3049 |
|
2024
Q4 | $1.68M | Buy |
5,617
+2,161
| +63% | +$648K | ﹤0.01% | 3007 |
|
2024
Q3 | $981K | Buy |
3,456
+697
| +25% | +$198K | ﹤0.01% | 3382 |
|
2024
Q2 | $635K | Buy |
2,759
+474
| +21% | +$109K | ﹤0.01% | 3605 |
|
2024
Q1 | $453K | Buy |
2,285
+22
| +1% | +$4.37K | ﹤0.01% | 3821 |
|
2023
Q4 | $396K | Sell |
2,263
-373
| -14% | -$65.2K | ﹤0.01% | 3804 |
|
2023
Q3 | $383K | Buy |
2,636
+343
| +15% | +$49.8K | ﹤0.01% | 3663 |
|
2023
Q2 | $296K | Buy |
2,293
+147
| +7% | +$19K | ﹤0.01% | 3815 |
|
2023
Q1 | $297K | Sell |
2,146
-47
| -2% | -$6.51K | ﹤0.01% | 3729 |
|
2022
Q4 | $285K | Sell |
2,193
-186
| -8% | -$24.2K | ﹤0.01% | 3657 |
|
2022
Q3 | $249K | Sell |
2,379
-37
| -2% | -$3.87K | ﹤0.01% | 3723 |
|
2022
Q2 | $274K | Sell |
2,416
-574
| -19% | -$65.1K | ﹤0.01% | 3677 |
|
2022
Q1 | $392K | Buy |
2,990
+61
| +2% | +$8K | ﹤0.01% | 3365 |
|
2021
Q4 | $523K | Buy |
2,929
+25
| +0.9% | +$4.46K | ﹤0.01% | 3232 |
|
2021
Q3 | $402K | Sell |
2,904
-83
| -3% | -$11.5K | ﹤0.01% | 3400 |
|
2021
Q2 | $387K | Buy |
2,987
+31
| +1% | +$4.02K | ﹤0.01% | 3368 |
|
2021
Q1 | $324K | Sell |
2,956
-79
| -3% | -$8.66K | ﹤0.01% | 3400 |
|
2020
Q4 | $306K | Buy |
+3,035
| New | +$306K | ﹤0.01% | 3170 |
|