Equitable Trust’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 |
-45,364
| Closed | -$328K | – | 481 |
|
|
2024
Q4 | $328K | Sell |
45,364
-15,232
| -25% | -$110K | 0.02% | 401 |
|
|
2024
Q3 | $432K | Sell |
60,596
-34,730
| -36% | -$248K | 0.03% | 340 |
|
|
2024
Q2 | $484K | Sell |
95,326
-24,067
| -20% | -$122K | 0.03% | 305 |
|
|
2024
Q1 | $517K | Sell |
119,393
-5,972
| -5% | -$25.9K | 0.04% | 297 |
|
|
2023
Q4 | $552K | Buy |
125,365
+2,541
| +2% | +$11.2K | 0.04% | 262 |
|
|
2023
Q3 | $371K | Buy |
122,824
+35,411
| +41% | +$107K | 0.03% | 311 |
|
|
2023
Q2 | $309K | Buy |
87,413
+7,759
| +10% | +$27.5K | 0.02% | 335 |
|
|
2023
Q1 | $310K | Buy |
79,654
+36,449
| +84% | +$142K | 0.02% | 326 |
|
|
2022
Q4 | $164K | Buy |
43,205
+21,615
| +100% | +$82.1K | 0.01% | 383 |
|
|
2022
Q3 | $50K | Buy |
21,590
+1,619
| +8% | +$3.75K | ﹤0.01% | 379 |
|
|
2022
Q2 | $72K | Buy |
19,971
+2,803
| +16% | +$10.1K | 0.01% | 390 |
|
|
2022
Q1 | $89K | Hold |
17,168
| – | – | 0.01% | 393 |
|
|
2021
Q4 | $114K | Buy |
17,168
+3,950
| +30% | +$26.2K | 0.01% | 370 |
|
|
2021
Q3 | $95K | Buy |
+13,218
| New | +$95K | 0.01% | 356 |
|