Edgestream Partners’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 | $8.17M | Buy |
82,003
+53,977
| +193% | +$5.38M | 0.23% | 135 |
|
|
2025
Q1 | $2.81M | Sell |
28,026
-11,052
| -28% | -$1.11M | 0.1% | 398 |
|
|
2024
Q4 | $3.99M | Buy |
39,078
+16,495
| +73% | +$1.68M | 0.17% | 221 |
|
|
2024
Q3 | $2.57M | Sell |
22,583
-62,278
| -73% | -$7.1M | 0.11% | 327 |
|
|
2024
Q2 | $8.03M | Buy |
84,861
+61,087
| +257% | +$5.78M | 0.39% | 32 |
|
|
2024
Q1 | $2.17M | Buy |
23,774
+18,485
| +349% | +$1.68M | 0.11% | 318 |
|
|
2023
Q4 | $467K | Sell |
5,289
-45,065
| -89% | -$3.98M | 0.03% | 629 |
|
|
2023
Q3 | $3.35M | Buy |
50,354
+21,249
| +73% | +$1.42M | 0.27% | 74 |
|
|
2023
Q2 | $2.05M | Buy |
+29,105
| New | +$2.05M | 0.19% | 183 |
|