Kestra Advisory Services’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 | $1.28M | Buy |
117,290
+25,596
| +28% | +$279K | 0.01% | 1330 |
|
|
2025
Q1 | $830K | Buy |
91,694
+7,960
| +10% | +$72K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $606K | Buy |
+83,734
| New | +$606K | ﹤0.01% | 1740 |
|
|
2024
Q2 | – | Sell |
-14,621
| Closed | -$63.3K | – | 2661 |
|
|
2024
Q1 | $63.3K | Buy |
+14,621
| New | +$63.3K | ﹤0.01% | 2390 |
|
|
2022
Q4 | – | Sell |
-10,269
| Closed | -$24K | – | 2317 |
|
|
2022
Q3 | $24K | Sell |
10,269
-788
| -7% | -$1.84K | ﹤0.01% | 2069 |
|
|
2022
Q2 | $40K | Buy |
+11,057
| New | +$40K | ﹤0.01% | 2055 |
|
|
2021
Q4 | – | Sell |
-10,308
| Closed | -$74K | – | 2146 |
|
|
2021
Q3 | $74K | Buy |
+10,308
| New | +$74K | ﹤0.01% | 2074 |
|