IFP Advisors’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31K | Buy |
15
+3
| +25% | +$323 | ﹤0.01% | 4112 |
|
|
2025
Q4 | $1.58K | Sell |
12
-12
| -50% | -$1.53K | ﹤0.01% | 3918 |
|
|
2025
Q3 | $2.97K | Buy |
24
+20
| +500% | +$2.16K | ﹤0.01% | 3523 |
|
|
2025
Q2 | $2.59K | Buy |
+4
| New | +$388 | ﹤0.01% | 3779 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3509 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3473 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$333 | – | 3257 |
|
|
2023
Q3 | $333 | Hold |
5
| – | – | ﹤0.01% | 3146 |
|
|
2023
Q2 | $352 | Hold |
5
| – | – | ﹤0.01% | 3252 |
|
|
2023
Q1 | $103 | Sell |
5
-2
| -29% | -$124 | ﹤0.01% | 3308 |
|
|
2022
Q4 | $2K | Sell |
7
-83
| -92% | -$4.4K | ﹤0.01% | 4198 |
|
|
2022
Q3 | $10K | Hold |
90
| – | – | ﹤0.01% | 3662 |
|
|
2022
Q2 | $10K | Hold |
90
| – | – | ﹤0.01% | 3418 |
|
|
2022
Q1 | $10K | Sell |
90
-2,750
| -97% | -$166K | ﹤0.01% | 3418 |
|
|
2021
Q4 | $200K | Buy |
2,840
+438
| +18% | +$28.9K | ﹤0.01% | 949 |
|
|
2021
Q3 | $149K | Sell |
2,402
-372
| -13% | -$23.6K | ﹤0.01% | 1105 |
|
|
2021
Q2 | $172K | Sell |
2,774
-399
| -13% | -$24.2K | ﹤0.01% | 980 |
|
|
2021
Q1 | $212K | Buy |
3,173
+2,170
| +216% | +$135K | ﹤0.01% | 811 |
|
|
2020
Q4 | $66K | Buy |
1,003
+407
| +68% | +$24.2K | ﹤0.01% | 1326 |
|
|
2020
Q3 | $35K | Buy |
596
+500
| +521% | +$24.8K | ﹤0.01% | 1411 |
|
|
2020
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 2184 |
|
|
2020
Q1 | $2K | Hold |
96
| – | – | ﹤0.01% | 2389 |
|
|
2019
Q4 | $3K | Hold |
96
| – | – | ﹤0.01% | 2398 |
|
|
2019
Q3 | $3K | Buy |
+96
| New | +$2.59K | ﹤0.01% | 2563 |
|
Other funds holding PFSI
MP
VPM
DSC
VCM
