Concourse Financial Group Securities’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | – | – | 5986 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 6727 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 6721 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 6737 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 6737 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 6664 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 6517 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 6364 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 6134 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 6138 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 5959 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 5915 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 5801 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 5785 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 5624 |
|
2021
Q2 | – | Sell |
-106
| Closed | -$7K | – | 5442 |
|
2021
Q1 | $7K | Buy |
106
+22
| +26% | +$1.45K | ﹤0.01% | 1883 |
|
2020
Q4 | $6K | Buy |
+84
| New | +$6K | ﹤0.01% | 1870 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 4940 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 4806 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 4779 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 4716 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 4520 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 4675 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 4612 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 4487 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 4235 |
|