Allworth Financial’s Pitney Bowes PBI Stock Holding History

Allworth Financial’s Portfolio PBI Stock Details PBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Buy	21,994 +491	+2%	+$5.36K	﹤0.01%	1097
2025 Q1	$182K	Buy	21,503 +21,376	+16,831%	+$181K	﹤0.01%	977
2024 Q4	$933	Hold	127	–	–	﹤0.01%	3413
2024 Q3	$903	Buy	127 +1	+0.8%	+$7	﹤0.01%	3257
2024 Q2	$852	Buy	126 +2	+2%	+$14	﹤0.01%	3220
2024 Q1	$540	Sell	124 -78	-39%	-$340	﹤0.01%	3262
2023 Q4	$891	Sell	202 -415	-67%	-$1.83K	﹤0.01%	2986
2023 Q3	$1.86K	Hold	617	–	–	﹤0.01%	2577
2023 Q2	$2.19K	Buy	617 +3	+0.5%	+$11	﹤0.01%	2449
2023 Q1	$2.39K	Buy	614 +2	+0.3%	+$8	﹤0.01%	2334
2022 Q4	$2.33K	Buy	612 +3	+0.5%	+$11	﹤0.01%	2186
2022 Q3	$1K	Buy	609 +3	+0.5%	+$5	﹤0.01%	2454
2022 Q2	$2K	Buy	606 +2	+0.3%	+$7	﹤0.01%	2020
2022 Q1	$3K	Buy	604 +2	+0.3%	+$10	﹤0.01%	1732
2021 Q4	$4K	Buy	602 +1	+0.2%	+$7	﹤0.01%	1609
2021 Q3	$4K	Buy	601 +2	+0.3%	+$13	﹤0.01%	1572
2021 Q2	$5K	Buy	599 +1	+0.2%	+$8	﹤0.01%	1218
2021 Q1	$5K	Buy	598 +1	+0.2%	+$8	﹤0.01%	1143
2020 Q4	$4K	Buy	597 +1	+0.2%	+$7	﹤0.01%	1032
2020 Q3	$3K	Buy	596 +2	+0.3%	+$10	﹤0.01%	944
2020 Q2	$2K	Buy	594 +3	+0.5%	+$10	﹤0.01%	1028
2020 Q1	$1K	Buy	591 +3	+0.5%	+$5	﹤0.01%	1169
2019 Q4	$2K	Buy	588 +2	+0.3%	+$7	﹤0.01%	929
2019 Q3	$3K	Buy	586 +1	+0.2%	+$5	﹤0.01%	773
2019 Q2	$3K	Buy	585 +2	+0.3%	+$10	﹤0.01%	770
2019 Q1	$4K	Buy	583 +166	+40%	+$1.14K	﹤0.01%	727
2018 Q4	$2K	Hold	417	–	–	﹤0.01%	756
2018 Q3	$3K	Hold	417	–	–	﹤0.01%	749
2018 Q2	$4K	Hold	417	–	–	﹤0.01%	682
2018 Q1	$5K	Hold	417	–	–	﹤0.01%	591
2017 Q4	$5K	Buy	+417	New	+$5K	﹤0.01%	569
2017 Q3	–	Sell	-400	Closed	-$6K	–	779
2017 Q2	$6K	Hold	400	–	–	﹤0.01%	548
2017 Q1	$5K	Hold	400	–	–	﹤0.01%	538
2016 Q4	$6K	Hold	400	–	–	﹤0.01%	467
2016 Q3	$7K	Hold	400	–	–	﹤0.01%	454
2016 Q2	$7K	Hold	400	–	–	﹤0.01%	424
2016 Q1	$9K	Hold	400	–	–	﹤0.01%	387
2015 Q4	$8K	Buy	+400	New	+$8K	﹤0.01%	400