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Edgestream Partners’s PennyMac Financial PFSI Stock Holding History

Edgestream Partners’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-82,003
Closed -$8.17M – 1018
2025
Q2 		$8.17M Buy
82,003
+53,977
+193% +$5.23M 0.23% 135
2025
Q1 		$2.81M Sell
28,026
-11,052
-28% -$1.13M 0.1% 398
2024
Q4 		$3.99M Buy
39,078
+16,495
+73% +$1.72M 0.17% 221
2024
Q3 		$2.57M Sell
22,583
-62,278
-73% -$6.38M 0.11% 327
2024
Q2 		$8.03M Buy
84,861
+61,087
+257% +$5.53M 0.39% 32
2024
Q1 		$2.17M Buy
23,774
+18,485
+349% +$1.62M 0.11% 318
2023
Q4 		$467K Sell
5,289
-45,065
-89% -$3.38M 0.03% 629
2023
Q3 		$3.35M Buy
50,354
+21,249
+73% +$1.53M 0.27% 74
2023
Q2 		$2.05M Buy
+29,105
New +$1.84M 0.19% 183

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