CAPTRUST Financial Advisors’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,097
| Closed | -$44.4K | – | 2508 |
|
|
2023
Q4 | $44.4K | Sell |
10,097
-1,589
| -14% | -$6.99K | ﹤0.01% | 2595 |
|
|
2023
Q3 | $35.3K | Sell |
11,686
-1,308
| -10% | -$3.95K | ﹤0.01% | 2502 |
|
|
2023
Q2 | $46K | Buy |
12,994
+234
| +2% | +$828 | ﹤0.01% | 2435 |
|
|
2023
Q1 | $49.6K | Buy |
+12,760
| New | +$49.6K | ﹤0.01% | 2212 |
|
|
2022
Q4 | – | Sell |
-12,710
| Closed | -$30K | – | 2152 |
|
|
2022
Q3 | $30K | Sell |
12,710
-4,454
| -26% | -$10.5K | ﹤0.01% | 2007 |
|
|
2022
Q2 | $62K | Sell |
17,164
-555
| -3% | -$2.01K | ﹤0.01% | 2575 |
|
|
2022
Q1 | $92K | Buy |
17,719
+6,904
| +64% | +$35.8K | ﹤0.01% | 2339 |
|
|
2021
Q4 | $72K | Sell |
10,815
-508
| -4% | -$3.38K | ﹤0.01% | 2394 |
|
|
2021
Q3 | $82K | Sell |
11,323
-298
| -3% | -$2.16K | ﹤0.01% | 2232 |
|
|
2021
Q2 | $102K | Sell |
11,621
-27
| -0.2% | -$237 | ﹤0.01% | 2019 |
|
|
2021
Q1 | $96K | Buy |
11,648
+11,308
| +3,326% | +$93.2K | ﹤0.01% | 1986 |
|
|
2020
Q4 | $2K | Buy |
+340
| New | +$2K | ﹤0.01% | 3139 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 585 |
|
|
2017
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 279 |
|