HighTower Advisors’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,062
| Closed | -$206K | – | 3685 |
|
|
2025
Q1 | $206K | Sell |
2,062
-2,071
| -50% | -$207K | ﹤0.01% | 3144 |
|
|
2024
Q4 | $422K | Sell |
4,133
-1,978
| -32% | -$202K | ﹤0.01% | 2595 |
|
|
2024
Q3 | $702K | Buy |
+6,111
| New | +$702K | ﹤0.01% | 2153 |
|
|
2020
Q4 | – | Sell |
-42,273
| Closed | -$2.46M | – | 2501 |
|
|
2020
Q3 | $2.46M | Buy |
42,273
+14,992
| +55% | +$872K | 0.01% | 804 |
|
|
2020
Q2 | $1.14M | Buy |
+27,281
| New | +$1.14M | 0.01% | 1044 |
|