SEI Investments’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 | $15.2M | Buy |
54,614
+6,746
| +14% | +$1.87M | 0.02% | 810 |
|
2025
Q1 | $11.9M | Sell |
47,868
-720
| -1% | -$178K | 0.02% | 902 |
|
2024
Q4 | $14.6M | Sell |
48,588
-16,502
| -25% | -$4.95M | 0.02% | 822 |
|
2024
Q3 | $18.5M | Buy |
65,090
+20,415
| +46% | +$5.79M | 0.02% | 704 |
|
2024
Q2 | $10.3M | Buy |
44,675
+22,471
| +101% | +$5.17M | 0.01% | 900 |
|
2024
Q1 | $4.41M | Buy |
22,204
+8,994
| +68% | +$1.79M | 0.01% | 1264 |
|
2023
Q4 | $2.31M | Sell |
13,210
-718
| -5% | -$126K | ﹤0.01% | 1530 |
|
2023
Q3 | $2.02M | Sell |
13,928
-56
| -0.4% | -$8.14K | ﹤0.01% | 1591 |
|
2023
Q2 | $1.81M | Buy |
13,984
+7,970
| +133% | +$1.03M | ﹤0.01% | 1674 |
|
2023
Q1 | $834K | Buy |
6,014
+4,125
| +218% | +$572K | ﹤0.01% | 1940 |
|
2022
Q4 | $246K | Sell |
1,889
-1,650
| -47% | -$215K | ﹤0.01% | 2264 |
|
2022
Q3 | $371K | Buy |
+3,539
| New | +$371K | ﹤0.01% | 2228 |
|
2021
Q4 | – | Sell |
-9,063
| Closed | -$1.26M | – | 2649 |
|
2021
Q3 | $1.26M | Buy |
+9,063
| New | +$1.26M | ﹤0.01% | 1693 |
|
2019
Q2 | – | Sell |
-1,830
| Closed | -$133K | – | 2678 |
|
2019
Q1 | $133K | Buy |
+1,830
| New | +$133K | ﹤0.01% | 2417 |
|
2018
Q3 | – | Sell |
-82
| Closed | -$6K | – | 3180 |
|
2018
Q2 | $6K | Buy |
82
+11
| +15% | +$805 | ﹤0.01% | 3118 |
|
2018
Q1 | $6K | Hold |
71
| – | – | ﹤0.01% | 3020 |
|
2017
Q4 | $6K | Hold |
71
| – | – | ﹤0.01% | 2919 |
|
2017
Q3 | $4K | Hold |
71
| – | – | ﹤0.01% | 2879 |
|
2017
Q2 | $4K | Sell |
71
-4
| -5% | -$225 | ﹤0.01% | 2771 |
|
2017
Q1 | $5K | Hold |
75
| – | – | ﹤0.01% | 2586 |
|
2016
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 2588 |
|
2016
Q3 | $4K | Sell |
75
-7,937
| -99% | -$423K | ﹤0.01% | 2567 |
|
2016
Q2 | $302K | Sell |
8,012
-785
| -9% | -$29.6K | ﹤0.01% | 1466 |
|
2016
Q1 | $436K | Sell |
8,797
-1,254
| -12% | -$62.2K | ﹤0.01% | 1346 |
|
2015
Q4 | $406K | Buy |
10,051
+10,047
| +251,175% | +$406K | ﹤0.01% | 1384 |
|
2015
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 2554 |
|
2015
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2336 |
|
2015
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2330 |
|