Dakota Wealth Management’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 | $528K | Sell |
5,295
-7,779
| -59% | -$775K | 0.01% | 503 |
|
|
2025
Q1 | $1.31M | Sell |
13,074
-1,504
| -10% | -$151K | 0.03% | 326 |
|
|
2024
Q4 | $1.49M | Buy |
14,578
+374
| +3% | +$38.2K | 0.03% | 302 |
|
|
2024
Q3 | $1.62M | Sell |
14,204
-112
| -0.8% | -$12.8K | 0.04% | 294 |
|
|
2024
Q2 | $1.35M | Sell |
14,316
-6,914
| -33% | -$654K | 0.03% | 311 |
|
|
2024
Q1 | $1.93M | Buy |
21,230
+1,083
| +5% | +$98.7K | 0.05% | 265 |
|
|
2023
Q4 | $1.78M | Buy |
20,147
+426
| +2% | +$37.6K | 0.07% | 230 |
|
|
2023
Q3 | $1.31M | Buy |
+19,721
| New | +$1.31M | 0.06% | 251 |
|