Summit Securities Group’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 | $64K | Buy |
+5,868
| New | +$64K | 0.01% | 346 |
|
|
2023
Q1 | – | Sell |
-92,849
| Closed | -$353K | – | 961 |
|
|
2022
Q4 | $353K | Buy |
92,849
+8,000
| +9% | +$30.4K | 0.01% | 151 |
|
|
2022
Q3 | $198K | Buy |
84,849
+4,849
| +6% | +$11.3K | 0.01% | 267 |
|
|
2022
Q2 | $290K | Buy |
80,000
+30,000
| +60% | +$109K | 0.04% | 151 |
|
|
2022
Q1 | $260K | Buy |
50,000
+3,000
| +6% | +$15.6K | 0.03% | 194 |
|
|
2021
Q4 | $312K | Sell |
47,000
-500
| -1% | -$3.32K | 0.01% | 280 |
|
|
2021
Q3 | $342K | Hold |
47,500
| – | – | 0.03% | 232 |
|
|
2021
Q2 | $417K | Hold |
47,500
| – | – | 0.03% | 208 |
|
|
2021
Q1 | $391K | Buy |
+47,500
| New | +$391K | 0.04% | 166 |
|
|
2015
Q1 | – | Sell |
-1,900
| Closed | -$46K | – | 478 |
|
|
2014
Q4 | $46K | Sell |
1,900
-4,500
| -70% | -$109K | 0.01% | 303 |
|
|
2014
Q3 | $160K | Buy |
+6,400
| New | +$160K | 0.05% | 226 |
|
|
2014
Q1 | – | Sell |
-32,900
| Closed | -$767K | – | 443 |
|
|
2013
Q4 | $767K | Buy |
32,900
+32,600
| +10,867% | +$760K | 0.13% | 83 |
|
|
2013
Q3 | $5K | Sell |
300
-1,200
| -80% | -$20K | ﹤0.01% | 261 |
|
|
2013
Q2 | $22K | Buy |
+1,500
| New | +$22K | 0.01% | 209 |
|