Clifford Capital Partners’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,943,731
| Closed | -$14.1M | – | 51 |
|
2024
Q4 | $14.1M | Sell |
1,943,731
-790,380
| -29% | -$5.72M | 2.92% | 22 |
|
2024
Q3 | $19.5M | Sell |
2,734,111
-930,972
| -25% | -$6.64M | 3.88% | 4 |
|
2024
Q2 | $18.6M | Sell |
3,665,083
-446,723
| -11% | -$2.27M | 4.05% | 4 |
|
2024
Q1 | $17.8M | Sell |
4,111,806
-167,614
| -4% | -$726K | 4.52% | 2 |
|
2023
Q4 | $18.8M | Sell |
4,279,420
-149,043
| -3% | -$656K | 4.86% | 1 |
|
2023
Q3 | $13.4M | Buy |
4,428,463
+940,595
| +27% | +$2.84M | 3.9% | 5 |
|
2023
Q2 | $12.3M | Buy |
3,487,868
+527,999
| +18% | +$1.87M | 3.57% | 8 |
|
2023
Q1 | $11.5M | Buy |
2,959,869
+109,017
| +4% | +$424K | 3.54% | 11 |
|
2022
Q4 | $10.8M | Buy |
2,850,852
+1,626,794
| +133% | +$6.18M | 3.29% | 17 |
|
2022
Q3 | $2.85M | Buy |
1,224,058
+11,887
| +1% | +$27.7K | 1.22% | 30 |
|
2022
Q2 | $4.39M | Buy |
1,212,171
+419,613
| +53% | +$1.52M | 1.75% | 29 |
|
2022
Q1 | $4.12M | Buy |
792,558
+217,968
| +38% | +$1.13M | 2.22% | 25 |
|
2021
Q4 | $3.81M | Buy |
574,590
+91,049
| +19% | +$604K | 2.84% | 22 |
|
2021
Q3 | $3.49M | Buy |
483,541
+447,446
| +1,240% | +$3.23M | 3.19% | 17 |
|
2021
Q2 | $317K | Buy |
+36,095
| New | +$317K | 0.3% | 42 |
|
2021
Q1 | – | Sell |
-1,360,048
| Closed | -$8.38M | – | 42 |
|
2020
Q4 | $8.38M | Buy |
1,360,048
+77,842
| +6% | +$480K | 3.28% | 14 |
|
2020
Q3 | $6.81M | Sell |
1,282,206
-1,160,503
| -48% | -$6.16M | 3.29% | 15 |
|
2020
Q2 | $6.35M | Buy |
2,442,709
+433,826
| +22% | +$1.13M | 3.28% | 15 |
|
2020
Q1 | $4.1M | Buy |
2,008,883
+749,987
| +60% | +$1.53M | 2.64% | 21 |
|
2019
Q4 | $5.07M | Buy |
1,258,896
+642,677
| +104% | +$2.59M | 2.32% | 28 |
|
2019
Q3 | $2.82M | Buy |
616,219
+4,517
| +0.7% | +$20.6K | 1.36% | 33 |
|
2019
Q2 | $2.62M | Buy |
611,702
+207,623
| +51% | +$889K | 1.26% | 33 |
|
2019
Q1 | $2.78M | Buy |
404,079
+3,968
| +1% | +$27.3K | 1.38% | 32 |
|
2018
Q4 | $2.37M | Buy |
+400,111
| New | +$2.37M | 1.41% | 31 |
|