LPL Financial’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 | $3.15M | Buy |
41,145
+2,401
| +6% | +$197K | ﹤0.01% | 3078 |
|
|
2025
Q4 | $3.29M | Buy |
38,744
+2,952
| +8% | +$249K | ﹤0.01% | 2917 |
|
|
2025
Q3 | $3.1M | Buy |
35,792
+4,212
| +13% | +$343K | ﹤0.01% | 2911 |
|
|
2025
Q2 | $2.19M | Buy |
31,580
+3,228
| +11% | +$201K | ﹤0.01% | 3037 |
|
|
2025
Q1 | $1.76M | Buy |
28,352
+5,884
| +26% | +$421K | ﹤0.01% | 3071 |
|
|
2024
Q4 | $1.68M | Buy |
22,468
+8,644
| +63% | +$673K | ﹤0.01% | 3023 |
|
|
2024
Q3 | $981K | Buy |
13,824
+2,788
| +25% | +$182K | ﹤0.01% | 3428 |
|
|
2024
Q2 | $635K | Buy |
11,036
+1,896
| +21% | +$97.2K | ﹤0.01% | 3656 |
|
|
2024
Q1 | $453K | Buy |
9,140
+88
| +1% | +$4.02K | ﹤0.01% | 3873 |
|
|
2023
Q4 | $396K | Sell |
9,052
-1,492
| -14% | -$56.8K | ﹤0.01% | 3853 |
|
|
2023
Q3 | $383K | Buy |
10,544
+1,372
| +15% | +$49.6K | ﹤0.01% | 3701 |
|
|
2023
Q2 | $296K | Buy |
9,172
+588
| +7% | +$19.4K | ﹤0.01% | 3860 |
|
|
2023
Q1 | $297K | Sell |
8,584
-188
| -2% | -$6.7K | ﹤0.01% | 3752 |
|
|
2022
Q4 | $285K | Sell |
8,772
-744
| -8% | -$24.3K | ﹤0.01% | 3678 |
|
|
2022
Q3 | $249K | Sell |
9,516
-148
| -2% | -$4.31K | ﹤0.01% | 3751 |
|
|
2022
Q2 | $274K | Sell |
9,664
-2,296
| -19% | -$69.4K | ﹤0.01% | 3702 |
|
|
2022
Q1 | $392K | Buy |
11,960
+244
| +2% | +$8.99K | ﹤0.01% | 3376 |
|
|
2021
Q4 | $523K | Buy |
11,716
+100
| +0.9% | +$4.25K | ﹤0.01% | 3242 |
|
|
2021
Q3 | $402K | Sell |
11,616
-332
| -3% | -$11.1K | ﹤0.01% | 3416 |
|
|
2021
Q2 | $387K | Buy |
11,948
+124
| +1% | +$3.8K | ﹤0.01% | 3379 |
|
|
2021
Q1 | $324K | Sell |
11,824
-316
| -3% | -$8.38K | ﹤0.01% | 3412 |
|
|
2020
Q4 | $306K | Buy |
+12,140
| New | +$275K | ﹤0.01% | 3182 |
|
Other funds holding PIPR
VPM
VCM
SIMG