First Trust Advisors’s Pitney Bowes PBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.6M Sell
604,684
-77,668
-11% -$847K 0.01% 1233
2025
Q1
$6.18M Sell
682,352
-180,208
-21% -$1.63M 0.01% 1220
2024
Q4
$6.24M Buy
+862,560
New +$6.24M 0.01% 1242
2021
Q4
Sell
-645,924
Closed -$4.66M 2578
2021
Q3
$4.66M Sell
645,924
-252,396
-28% -$1.82M 0.01% 1361
2021
Q2
$7.88M Buy
898,320
+792,080
+746% +$6.95M 0.01% 1085
2021
Q1
$875K Buy
+106,240
New +$875K ﹤0.01% 2022
2019
Q4
Sell
-228,821
Closed -$1.05M 2436
2019
Q3
$1.05M Sell
228,821
-350,621
-61% -$1.6M ﹤0.01% 1853
2019
Q2
$2.48M Buy
579,442
+72,341
+14% +$310K ﹤0.01% 1441
2019
Q1
$3.48M Sell
507,101
-96,112
-16% -$660K 0.01% 1243
2018
Q4
$3.57M Sell
603,213
-45,855
-7% -$271K 0.01% 1154
2018
Q3
$4.6M Sell
649,068
-317,876
-33% -$2.25M 0.01% 1192
2018
Q2
$8.29M Buy
966,944
+761,706
+371% +$6.53M 0.02% 863
2018
Q1
$2.24M Sell
205,238
-10,629
-5% -$116K 0.01% 1401
2017
Q4
$2.41M Buy
215,867
+41,782
+24% +$467K 0.01% 1408
2017
Q3
$2.44M Buy
174,085
+4,539
+3% +$63.6K 0.01% 1342
2017
Q2
$2.56M Sell
169,546
-135,860
-44% -$2.05M 0.01% 1329
2017
Q1
$4M Buy
305,406
+51,247
+20% +$672K 0.01% 1132
2016
Q4
$3.86M Sell
254,159
-43,101
-14% -$655K 0.01% 1103
2016
Q3
$5.4M Sell
297,260
-32,663
-10% -$593K 0.02% 943
2016
Q2
$5.87M Buy
329,923
+77,334
+31% +$1.38M 0.02% 876
2016
Q1
$5.44M Sell
252,589
-153,981
-38% -$3.32M 0.02% 899
2015
Q4
$8.4M Buy
406,570
+159,566
+65% +$3.3M 0.02% 745
2015
Q3
$4.9M Buy
+247,004
New +$4.9M 0.01% 980
2015
Q1
Sell
-33,584
Closed -$818K 2282
2014
Q4
$818K Sell
33,584
-848,557
-96% -$20.7M ﹤0.01% 1807
2014
Q3
$22M Sell
882,141
-158,426
-15% -$3.96M 0.09% 310
2014
Q2
$28.7M Buy
1,040,567
+197,256
+23% +$5.45M 0.12% 217
2014
Q1
$21.9M Buy
843,311
+483,462
+134% +$12.6M 0.1% 281
2013
Q4
$8.38M Buy
359,849
+215,769
+150% +$5.03M 0.04% 706
2013
Q3
$2.62M Sell
144,080
-89,870
-38% -$1.63M 0.01% 1131
2013
Q2
$3.43M Buy
+233,950
New +$3.43M 0.02% 974