Patriot Financial Group Insurance Agency’s Pitney Bowes PBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-152,500
| Closed | -$775K | – | 512 |
|
|
2024
Q2 | $775K | Buy |
152,500
+650
| +0.4% | +$3.3K | 0.11% | 198 |
|
|
2024
Q1 | $658K | Hold |
151,850
| – | – | 0.1% | 218 |
|
|
2023
Q4 | $668K | Sell |
151,850
-2,000
| -1% | -$8.8K | 0.13% | 198 |
|
|
2023
Q3 | $465K | Hold |
153,850
| – | – | 0.1% | 245 |
|
|
2023
Q2 | $545K | Sell |
153,850
-500
| -0.3% | -$1.77K | 0.1% | 230 |
|
|
2023
Q1 | $600K | Buy |
154,350
+1,000
| +0.7% | +$3.89K | 0.12% | 192 |
|
|
2022
Q4 | $583K | Buy |
153,350
+29,262
| +24% | +$111K | 0.08% | 183 |
|
|
2022
Q3 | $289K | Buy |
124,088
+13
| +0% | +$30 | 0.07% | 306 |
|
|
2022
Q2 | $449K | Sell |
124,075
-2,542
| -2% | -$9.2K | 0.09% | 220 |
|
|
2022
Q1 | $658K | Buy |
126,617
+40,007
| +46% | +$208K | 0.12% | 193 |
|
|
2021
Q4 | $574K | Buy |
86,610
+59,105
| +215% | +$392K | 0.1% | 215 |
|
|
2021
Q3 | $198K | Buy |
27,505
+25,505
| +1,275% | +$184K | 0.04% | 453 |
|
|
2021
Q2 | $18K | Buy |
+2,000
| New | +$18K | ﹤0.01% | 1233 |
|
|
2020
Q1 | – | Sell |
-142
| Closed | -$1K | – | 1695 |
|
|
2019
Q4 | $1K | Hold |
142
| – | – | ﹤0.01% | 1235 |
|
|
2019
Q3 | $1K | Sell |
142
-64
| -31% | -$451 | ﹤0.01% | 1215 |
|
|
2019
Q2 | $1K | Sell |
206
-25
| -11% | -$121 | ﹤0.01% | 1300 |
|
|
2019
Q1 | $2K | Hold |
231
| – | – | ﹤0.01% | 1034 |
|
|
2018
Q4 | $1K | Sell |
231
-266
| -54% | -$1.15K | ﹤0.01% | 929 |
|
|
2018
Q3 | $4K | Buy |
+497
| New | +$4K | ﹤0.01% | 787 |
|
|
2018
Q2 | – | Sell |
-395
| Closed | -$4K | – | 822 |
|
|
2018
Q1 | $4K | Sell |
395
-295
| -43% | -$2.99K | ﹤0.01% | 782 |
|
|
2017
Q4 | $6K | Sell |
690
-105
| -13% | -$913 | ﹤0.01% | 695 |
|
|
2017
Q3 | $11K | Buy |
795
+8
| +1% | +$111 | 0.01% | 535 |
|
|
2017
Q2 | $12K | Sell |
787
-716
| -48% | -$10.9K | 0.01% | 495 |
|
|
2017
Q1 | $20K | Sell |
1,503
-73
| -5% | -$971 | 0.02% | 357 |
|
|
2016
Q4 | $25K | Buy |
+1,576
| New | +$25K | 0.03% | 312 |
|