Stratos Wealth Partners’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 | $111K | Sell |
10,194
-391
| -4% | -$4.27K | ﹤0.01% | 1380 |
|
|
2025
Q1 | $95.8K | Buy |
10,585
+331
| +3% | +$3K | ﹤0.01% | 1321 |
|
|
2024
Q4 | $74.2K | Sell |
10,254
-366
| -3% | -$2.65K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $75.7K | Buy |
+10,620
| New | +$75.7K | ﹤0.01% | 1400 |
|
|
2018
Q4 | – | Sell |
-7,334
| Closed | -$52K | – | 2000 |
|
|
2018
Q3 | $52K | Buy |
+7,334
| New | +$52K | ﹤0.01% | 1439 |
|
|
2018
Q2 | – | Sell |
-472,105
| Closed | -$5.14M | – | 2101 |
|
|
2018
Q1 | $5.14M | Buy |
472,105
+9,992
| +2% | +$109K | 0.22% | 103 |
|
|
2017
Q4 | $5.17M | Buy |
462,113
+283,187
| +158% | +$3.17M | 0.23% | 92 |
|
|
2017
Q3 | $2.51M | Sell |
178,926
-4,372
| -2% | -$61.3K | 0.12% | 181 |
|
|
2017
Q2 | $2.77M | Sell |
183,298
-1,575
| -0.9% | -$23.8K | 0.14% | 147 |
|
|
2017
Q1 | $2.42M | Buy |
184,873
+6,745
| +4% | +$88.4K | 0.14% | 150 |
|
|
2016
Q4 | $2.71M | Buy |
+178,128
| New | +$2.71M | 0.17% | 129 |
|
|
2015
Q2 | – | Sell |
-11,492
| Closed | -$267K | – | 592 |
|
|
2015
Q1 | $267K | Buy |
+11,492
| New | +$267K | 0.03% | 462 |
|