Steward Partners Investment Advisory’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	$29.4K	Sell	384 -260	-40%	-$21.3K	﹤0.01%	3049
2025 Q4	$54.7K	Buy	644 +32	+5%	+$2.7K	﹤0.01%	2623
2025 Q3	$53.1K	Buy	612 +168	+38%	+$13.7K	﹤0.01%	2578
2025 Q2	$30.9K	Hold	444	–	–	﹤0.01%	2723
2025 Q1	$27.5K	Hold	444	–	–	﹤0.01%	2662
2024 Q4	$33.3K	Hold	444	–	–	﹤0.01%	2548
2024 Q3	$31.5K	Hold	444	–	–	﹤0.01%	2454
2024 Q2	$25.5K	Hold	444	–	–	﹤0.01%	2416
2024 Q1	$22K	Hold	444	–	–	﹤0.01%	2482
2023 Q4	$19.4K	Hold	444	–	–	﹤0.01%	2420
2023 Q3	$16.1K	Buy	444 +384	+640%	+$13.9K	﹤0.01%	2413
2023 Q2	$1.94K	Hold	60	–	–	﹤0.01%	3027
2023 Q1	$2.08K	Sell	60 -848	-93%	-$30.2K	﹤0.01%	3012
2022 Q4	$29.6K	Buy	908 +696	+328%	+$22.7K	﹤0.01%	2061
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	2714
2022 Q2	$6K	Hold	212	–	–	﹤0.01%	2706
2022 Q1	$7K	Hold	212	–	–	﹤0.01%	2786
2021 Q4	$9K	Hold	212	–	–	﹤0.01%	2650
2021 Q3	$7K	Hold	212	–	–	﹤0.01%	2719
2021 Q2	$7K	Buy	212 +60	+39%	+$1.84K	﹤0.01%	6381
2021 Q1	$4.17K	Buy	+152	New	+$4.03K	﹤0.01%	3056