SageView Advisory Group’s Piper Sandler PIPR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-55,269
Closed -$2.9M 705
2024
Q1
$2.9M Buy
+55,269
New +$2.9M 0.15% 83