Steward Partners Investment Advisory’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 | $30.9K | Hold |
111
| – | – | ﹤0.01% | 2723 |
|
|
2025
Q1 | $27.5K | Hold |
111
| – | – | ﹤0.01% | 2662 |
|
|
2024
Q4 | $33.3K | Hold |
111
| – | – | ﹤0.01% | 2548 |
|
|
2024
Q3 | $31.5K | Hold |
111
| – | – | ﹤0.01% | 2454 |
|
|
2024
Q2 | $25.5K | Hold |
111
| – | – | ﹤0.01% | 2416 |
|
|
2024
Q1 | $22K | Hold |
111
| – | – | ﹤0.01% | 2482 |
|
|
2023
Q4 | $19.4K | Hold |
111
| – | – | ﹤0.01% | 2420 |
|
|
2023
Q3 | $16.1K | Buy |
111
+96
| +640% | +$13.9K | ﹤0.01% | 2413 |
|
|
2023
Q2 | $1.94K | Hold |
15
| – | – | ﹤0.01% | 3027 |
|
|
2023
Q1 | $2.08K | Sell |
15
-212
| -93% | -$29.4K | ﹤0.01% | 3012 |
|
|
2022
Q4 | $29.6K | Buy |
227
+174
| +328% | +$22.7K | ﹤0.01% | 2061 |
|
|
2022
Q3 | $6K | Hold |
53
| – | – | ﹤0.01% | 2714 |
|
|
2022
Q2 | $6K | Hold |
53
| – | – | ﹤0.01% | 2706 |
|
|
2022
Q1 | $7K | Hold |
53
| – | – | ﹤0.01% | 2786 |
|
|
2021
Q4 | $9K | Hold |
53
| – | – | ﹤0.01% | 2650 |
|
|
2021
Q3 | $7K | Hold |
53
| – | – | ﹤0.01% | 2719 |
|
|
2021
Q2 | $7K | Buy |
53
+15
| +39% | +$1.98K | ﹤0.01% | 6379 |
|
|
2021
Q1 | $4.17K | Buy |
+38
| New | +$4.17K | ﹤0.01% | 3056 |
|