Creative Planning’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.77M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $667K | Buy |
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $611K | Sell |
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|
2019
Q4 | $1.86M | Buy |
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|
2019
Q3 | $1.01M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $94K | Hold |
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|
2015
Q3 | $98K | Buy |
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