IFP 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 | $7.87K | Buy |
+721
| New | +$7.87K | ﹤0.01% | 3064 |
|
|
2025
Q1 | – | Hold |
0
| – | -$188 | – | 3620 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3776 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$354 | – | 3487 |
|
|
2023
Q2 | $354 | Hold |
100
| – | – | ﹤0.01% | 3249 |
|
|
2023
Q1 | $1.43K | Sell |
100
-100
| -50% | -$1.43K | ﹤0.01% | 2994 |
|
|
2022
Q4 | $5K | Buy |
200
+98
| +96% | +$2.45K | ﹤0.01% | 3802 |
|
|
2022
Q3 | $4K | Hold |
102
| – | – | ﹤0.01% | 4147 |
|
|
2022
Q2 | $4K | Hold |
102
| – | – | ﹤0.01% | 3909 |
|
|
2022
Q1 | $4K | Buy |
+102
| New | +$4K | ﹤0.01% | 3909 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4217 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3986 |
|
|
2021
Q1 | – | Sell |
-20,200
| Closed | -$124K | – | 3890 |
|
|
2020
Q4 | $124K | Buy |
20,200
+1,000
| +5% | +$6.14K | 0.01% | 1025 |
|
|
2020
Q3 | $102K | Hold |
19,200
| – | – | 0.01% | 982 |
|
|
2020
Q2 | $50K | Hold |
19,200
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q1 | $45K | Sell |
19,200
-2,000
| -9% | -$4.69K | ﹤0.01% | 1167 |
|
|
2019
Q4 | $84K | Sell |
21,200
-3,896
| -16% | -$15.4K | 0.01% | 1034 |
|
|
2019
Q3 | $114K | Buy |
+25,096
| New | +$114K | 0.01% | 1000 |
|
|
2019
Q1 | $39K | Sell |
5,766
-18,099
| -76% | -$122K | 0.01% | 1069 |
|
|
2018
Q4 | $142K | Buy |
23,865
+15,772
| +195% | +$93.8K | 0.01% | 1009 |
|
|
2018
Q3 | $57K | Buy |
8,093
+4,716
| +140% | +$33.2K | ﹤0.01% | 1820 |
|
|
2018
Q2 | $29K | Sell |
3,377
-4,355
| -56% | -$37.4K | ﹤0.01% | 2226 |
|
|
2018
Q1 | $86K | Hold |
7,732
| – | – | ﹤0.01% | 1472 |
|
|
2017
Q4 | $86K | Sell |
7,732
-3,783
| -33% | -$42.1K | ﹤0.01% | 1470 |
|
|
2017
Q3 | $161K | Buy |
11,515
+279
| +2% | +$3.9K | 0.01% | 1274 |
|
|
2017
Q2 | $170K | Buy |
11,236
+4,793
| +74% | +$72.5K | 0.01% | 1214 |
|
|
2017
Q1 | $84K | Buy |
6,443
+900
| +16% | +$11.7K | ﹤0.01% | 1596 |
|
|
2016
Q4 | $84K | Buy |
5,543
+577
| +12% | +$8.74K | ﹤0.01% | 1551 |
|
|
2016
Q3 | $90K | Sell |
4,966
-377
| -7% | -$6.83K | ﹤0.01% | 1425 |
|
|
2016
Q2 | $95K | Sell |
5,343
-423
| -7% | -$7.52K | 0.01% | 1367 |
|
|
2016
Q1 | $39K | Buy |
5,766
+1,780
| +45% | +$12K | 0.01% | 1069 |
|
|
2015
Q4 | $82K | Buy |
+3,986
| New | +$82K | 0.01% | 1289 |
|