Orion Portfolio Solutions’s Piper Sandler PIPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.78M | Buy |
15,254
+381
| +3% | +$94.4K | 0.04% | 435 |
|
|
2024
Q4 | $4.46M | Sell |
14,873
-2,588
| -15% | -$776K | 0.04% | 363 |
|
|
2024
Q3 | $4.96M | Sell |
17,461
-310
| -2% | -$88K | 0.05% | 333 |
|
|
2024
Q2 | $4.09M | Sell |
17,771
-876
| -5% | -$202K | 0.04% | 369 |
|
|
2024
Q1 | $3.7M | Sell |
18,647
-1,197
| -6% | -$238K | 0.04% | 411 |
|
|
2023
Q4 | $3.35M | Sell |
19,844
-1,330
| -6% | -$225K | 0.04% | 411 |
|
|
2023
Q3 | $3.08M | Sell |
21,174
-808
| -4% | -$117K | 0.04% | 432 |
|
|
2023
Q2 | $2.84M | Sell |
21,982
-1,125
| -5% | -$145K | 0.03% | 505 |
|
|
2023
Q1 | $3.2M | Buy |
+23,107
| New | +$3.2M | 0.04% | 404 |
|