RJFSA
Raymond James Financial Services Advisors’s Pitney Bowes PBI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $134K | Buy |
18,794
+121
| +0.6% | +$863 | ﹤0.01% | 3244 |
|
2024
Q2 | $94.9K | Buy |
18,673
+1,766
| +10% | +$8.97K | ﹤0.01% | 3231 |
|
2024
Q1 | $73.2K | Buy |
+16,907
| New | +$73.2K | ﹤0.01% | 3254 |
|
2021
Q4 | – | Sell |
-10,586
| Closed | -$76K | – | 3320 |
|
2021
Q3 | $76K | Buy |
10,586
+3
| +0% | +$22 | ﹤0.01% | 3138 |
|
2021
Q2 | $93K | Buy |
+10,583
| New | +$93K | ﹤0.01% | 3135 |
|
2021
Q1 | – | Sell |
-21,803
| Closed | -$134K | – | 3188 |
|
2020
Q4 | $134K | Buy |
21,803
+3,603
| +20% | +$22.1K | ﹤0.01% | 2811 |
|
2020
Q3 | $97K | Buy |
18,200
+1,517
| +9% | +$8.09K | ﹤0.01% | 2684 |
|
2020
Q2 | $43K | Sell |
16,683
-2,752
| -14% | -$7.09K | ﹤0.01% | 2704 |
|
2020
Q1 | $40K | Sell |
19,435
-338
| -2% | -$696 | ﹤0.01% | 2318 |
|
2019
Q4 | $80K | Sell |
19,773
-2,928
| -13% | -$11.8K | ﹤0.01% | 2719 |
|
2019
Q3 | $104K | Buy |
22,701
+4,553
| +25% | +$20.9K | ﹤0.01% | 2627 |
|
2019
Q2 | $78K | Sell |
18,148
-3,504
| -16% | -$15.1K | ﹤0.01% | 2705 |
|
2019
Q1 | $149K | Sell |
21,652
-902
| -4% | -$6.21K | ﹤0.01% | 2570 |
|
2018
Q4 | $133K | Buy |
22,554
+2,279
| +11% | +$13.4K | ﹤0.01% | 2354 |
|
2018
Q3 | $144K | Sell |
20,275
-2,312
| -10% | -$16.4K | ﹤0.01% | 2605 |
|
2018
Q2 | $194K | Buy |
22,587
+1,775
| +9% | +$15.2K | ﹤0.01% | 2492 |
|
2018
Q1 | $227K | Buy |
20,812
+4,823
| +30% | +$52.6K | ﹤0.01% | 2182 |
|
2017
Q4 | $179K | Buy |
15,989
+2,079
| +15% | +$23.3K | ﹤0.01% | 2288 |
|
2017
Q3 | $195K | Sell |
13,910
-1,349
| -9% | -$18.9K | ﹤0.01% | 2283 |
|
2017
Q2 | $230K | Buy |
15,259
+4,268
| +39% | +$64.3K | ﹤0.01% | 2126 |
|
2017
Q1 | $144K | Sell |
10,991
-17,812
| -62% | -$233K | ﹤0.01% | 2210 |
|
2016
Q4 | $438K | Buy |
28,803
+14,896
| +107% | +$227K | ﹤0.01% | 1596 |
|
2016
Q3 | $253K | Sell |
13,907
-1,019
| -7% | -$18.5K | ﹤0.01% | 1889 |
|
2016
Q2 | $266K | Sell |
14,926
-10,118
| -40% | -$180K | ﹤0.01% | 1790 |
|
2016
Q1 | $539K | Buy |
25,044
+2,492
| +11% | +$53.6K | 0.01% | 1221 |
|
2015
Q4 | $466K | Buy |
22,552
+4,298
| +24% | +$88.8K | 0.01% | 1229 |
|
2015
Q3 | $362K | Buy |
+18,254
| New | +$362K | 0.01% | 1178 |
|
2014
Q4 | – | Sell |
-171,350
| Closed | -$4.28M | – | 575 |
|
2014
Q3 | $4.28M | Sell |
171,350
-1,350
| -0.8% | -$33.7K | 0.23% | 111 |
|
2014
Q2 | $4.77M | Sell |
172,700
-2,150
| -1% | -$59.4K | 0.28% | 92 |
|
2014
Q1 | $4.54M | Buy |
174,850
+3,950
| +2% | +$103K | 0.27% | 95 |
|
2013
Q4 | $3.98M | Sell |
170,900
-4,914
| -3% | -$114K | 0.24% | 109 |
|
2013
Q3 | $3.2M | Buy |
+175,814
| New | +$3.2M | 0.21% | 130 |
|