HighMark Wealth Management’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Buy |
107
+1
| +0.9% | +$99 | 0.01% | 303 |
|
|
2025
Q1 | $10.7K | Hold |
106
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $10.8K | Hold |
106
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $12.1K | Buy |
106
+1
| +1% | +$114 | 0.01% | 264 |
|
|
2024
Q2 | $9.98K | Hold |
105
| – | – | 0.01% | 280 |
|
|
2024
Q1 | $9.59K | Hold |
105
| – | – | 0.01% | 284 |
|
|
2023
Q4 | $9.28K | Hold |
105
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $6.98K | Buy |
105
+1
| +1% | +$66 | 0.01% | 303 |
|
|
2023
Q2 | $7.34K | Hold |
104
| – | – | 0.01% | 300 |
|
|
2023
Q1 | $6.2K | Hold |
104
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $5.88K | Buy |
104
+1
| +1% | +$57 | ﹤0.01% | 320 |
|
|
2022
Q3 | $4K | Hold |
103
| – | – | ﹤0.01% | 367 |
|
|
2022
Q2 | $5K | Hold |
103
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $5K | Buy |
103
+1
| +1% | +$49 | ﹤0.01% | 368 |
|
|
2021
Q4 | $7K | Hold |
102
| – | – | ﹤0.01% | 319 |
|
|
2021
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 329 |
|
|
2021
Q2 | $6K | Buy |
102
+1
| +1% | +$59 | ﹤0.01% | 335 |
|
|
2021
Q1 | $7K | Hold |
101
| – | – | 0.01% | 304 |
|
|
2020
Q4 | $7K | Hold |
101
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $6K | Buy |
101
+1
| +1% | +$59 | 0.01% | 298 |
|
|
2020
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 338 |
|