Concourse Financial Group Securities’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 |
-31,595
| Closed | -$231K | – | 5884 |
|
|
2024
Q4 | $231K | Buy |
31,595
+31,496
| +31,814% | +$231K | 0.01% | 684 |
|
|
2024
Q3 | $705 | Hold |
99
| – | – | ﹤0.01% | 2104 |
|
|
2024
Q2 | $502 | Hold |
99
| – | – | ﹤0.01% | 2197 |
|
|
2024
Q1 | $428 | Hold |
99
| – | – | ﹤0.01% | 2226 |
|
|
2023
Q4 | $435 | Hold |
99
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q3 | $298 | Hold |
99
| – | – | ﹤0.01% | 2228 |
|
|
2023
Q2 | $350 | Hold |
99
| – | – | ﹤0.01% | 2251 |
|
|
2023
Q1 | $385 | Hold |
99
| – | – | ﹤0.01% | 2266 |
|
|
2022
Q4 | $376 | Buy |
+99
| New | +$376 | ﹤0.01% | 2236 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5890 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5849 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5735 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5718 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 5556 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 5378 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 5219 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 5081 |
|
|
2020
Q3 | – | Sell |
-653
| Closed | -$2K | – | 4884 |
|
|
2020
Q2 | $2K | Hold |
653
| – | – | ﹤0.01% | 1920 |
|
|
2020
Q1 | $1K | Hold |
653
| – | – | ﹤0.01% | 2066 |
|
|
2019
Q4 | $3K | Buy |
+653
| New | +$3K | ﹤0.01% | 1795 |
|
|
2019
Q3 | – | Sell |
-653
| Closed | -$3K | – | 4465 |
|
|
2019
Q2 | $3K | Hold |
653
| – | – | ﹤0.01% | 1901 |
|
|
2019
Q1 | $4K | Hold |
653
| – | – | ﹤0.01% | 1836 |
|
|
2018
Q4 | $3K | Buy |
+653
| New | +$3K | ﹤0.01% | 1836 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 4174 |
|