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