Envestnet Asset Management’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 | $494K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $907K | Sell |
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|
2023
Q2 | $7.18M | Sell |
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|
2023
Q1 | $5.28M | Buy |
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|
2022
Q4 | $638K | Buy |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $530K | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $749K | Sell |
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|
2021
Q2 | $895K | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $507K | Buy |
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