Bell Investment Advisors’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 | $2.79K | Buy |
28
+6
| +27% | +$598 | ﹤0.01% | 1225 |
|
|
2025
Q1 | $2.2K | Hold |
22
| – | – | ﹤0.01% | 1274 |
|
|
2024
Q4 | $2.25K | Hold |
22
| – | – | ﹤0.01% | 1287 |
|
|
2024
Q3 | $2.51K | Hold |
22
| – | – | ﹤0.01% | 1255 |
|
|
2024
Q2 | $2.08K | Hold |
22
| – | – | ﹤0.01% | 1333 |
|
|
2024
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q4 | $1.95K | Hold |
22
| – | – | ﹤0.01% | 1340 |
|
|
2023
Q3 | $1.47K | Hold |
22
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q2 | $1.55K | Hold |
22
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q1 | $1.31K | Sell |
22
-19
| -46% | -$1.13K | ﹤0.01% | 1454 |
|
|
2022
Q4 | $2.32K | Buy |
41
+19
| +86% | +$1.08K | ﹤0.01% | 1208 |
|
|
2022
Q3 | $1K | Buy |
22
+11
| +100% | +$500 | ﹤0.01% | 1523 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1807 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1555 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1803 |
|