Steward Partners Investment Advisory’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 | $269K | Buy |
24,614
+35
| +0.1% | +$382 | ﹤0.01% | 1606 |
|
|
2025
Q1 | $222K | Sell |
24,579
-220
| -0.9% | -$1.99K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $180K | Buy |
24,799
+34
| +0.1% | +$246 | ﹤0.01% | 1676 |
|
|
2024
Q3 | $177K | Sell |
24,765
-31,962
| -56% | -$228K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $288K | Buy |
56,727
+4,478
| +9% | +$22.7K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $226K | Buy |
52,249
+8,716
| +20% | +$37.7K | ﹤0.01% | 1382 |
|
|
2023
Q4 | $192K | Buy |
43,533
+10,000
| +30% | +$44K | ﹤0.01% | 1397 |
|
|
2023
Q3 | $101K | Buy |
33,533
+5,450
| +19% | +$16.5K | ﹤0.01% | 1562 |
|
|
2023
Q2 | $99.4K | Buy |
28,083
+4,000
| +17% | +$14.2K | ﹤0.01% | 1592 |
|
|
2023
Q1 | $93.7K | Sell |
24,083
-60
| -0.2% | -$233 | ﹤0.01% | 1615 |
|
|
2022
Q4 | $91.7K | Hold |
24,143
| – | – | ﹤0.01% | 1593 |
|
|
2022
Q3 | $56K | Hold |
24,143
| – | – | ﹤0.01% | 1730 |
|
|
2022
Q2 | $87K | Sell |
24,143
-24,092
| -50% | -$86.8K | ﹤0.01% | 1553 |
|
|
2022
Q1 | $251K | Hold |
48,235
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q4 | $320K | Hold |
48,235
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q3 | $348K | Hold |
48,235
| – | – | 0.01% | 1045 |
|
|
2021
Q2 | $423K | Hold |
48,235
| – | – | 0.01% | 1001 |
|
|
2021
Q1 | $397K | Buy |
48,235
+19,085
| +65% | +$157K | 0.01% | 975 |
|
|
2020
Q4 | $180K | Sell |
29,150
-225
| -0.8% | -$1.39K | ﹤0.01% | 1119 |
|
|
2020
Q3 | $156K | Sell |
29,375
-950
| -3% | -$5.05K | ﹤0.01% | 1046 |
|
|
2020
Q2 | $79K | Hold |
30,325
| – | – | ﹤0.01% | 1240 |
|
|
2020
Q1 | $61K | Buy |
30,325
+1,700
| +6% | +$3.42K | ﹤0.01% | 1192 |
|
|
2019
Q4 | $115K | Sell |
28,625
-1,590
| -5% | -$6.39K | ﹤0.01% | 1078 |
|
|
2019
Q3 | $138K | Buy |
30,215
+2,925
| +11% | +$13.4K | ﹤0.01% | 965 |
|
|
2019
Q2 | $116K | Buy |
27,290
+35
| +0.1% | +$149 | ﹤0.01% | 998 |
|
|
2019
Q1 | $187K | Buy |
27,255
+4,000
| +17% | +$27.4K | 0.01% | 748 |
|
|
2018
Q4 | $137K | Sell |
23,255
-6,607
| -22% | -$38.9K | 0.01% | 730 |
|
|
2018
Q3 | $211K | Buy |
29,862
+1,142
| +4% | +$8.07K | 0.01% | 703 |
|
|
2018
Q2 | $246K | Buy |
28,720
+1,000
| +4% | +$8.57K | 0.01% | 611 |
|
|
2018
Q1 | $301K | Sell |
27,720
-210
| -0.8% | -$2.28K | 0.02% | 536 |
|
|
2017
Q4 | $312K | Sell |
27,930
-5,435
| -16% | -$60.7K | 0.02% | 439 |
|
|
2017
Q3 | $467K | Hold |
33,365
| – | – | 0.05% | 308 |
|
|
2017
Q2 | $503K | Buy |
33,365
+8,757
| +36% | +$132K | 0.06% | 271 |
|
|
2017
Q1 | $322K | Buy |
24,608
+9,954
| +68% | +$130K | 0.05% | 263 |
|
|
2016
Q4 | $222K | Buy |
+14,654
| New | +$222K | 0.1% | 171 |
|