Allworth Financial’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.28K | Buy |
53
+1
| +2% | +$100 | ﹤0.01% | 3219 |
|
|
2025
Q1 | $4.95K | Buy |
52
+24
| +86% | +$2.28K | ﹤0.01% | 2758 |
|
|
2024
Q4 | $3.07K | Hold |
28
| – | – | ﹤0.01% | 2976 |
|
|
2024
Q3 | $3.19K | Buy |
28
+4
| +17% | +$456 | ﹤0.01% | 2760 |
|
|
2024
Q2 | $2.43K | Hold |
24
| – | – | ﹤0.01% | 2837 |
|
|
2024
Q1 | $2.19K | Sell |
24
-3
| -11% | -$273 | ﹤0.01% | 2771 |
|
|
2023
Q4 | $2.39K | Buy |
27
+6
| +29% | +$530 | ﹤0.01% | 2604 |
|
|
2023
Q3 | $1.4K | Hold |
21
| – | – | ﹤0.01% | 2711 |
|
|
2023
Q2 | $1.48K | Hold |
21
| – | – | ﹤0.01% | 2607 |
|
|
2023
Q1 | $1.25K | Hold |
21
| – | – | ﹤0.01% | 2590 |
|
|
2022
Q4 | $1.19K | Sell |
21
-230
| -92% | -$13K | ﹤0.01% | 2414 |
|
|
2022
Q3 | $11K | Buy |
251
+244
| +3,486% | +$10.7K | ﹤0.01% | 1629 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 2698 |
|