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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59K | Buy |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $333 | Hold |
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|
2023
Q2 | $352 | Hold |
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|
2023
Q1 | $103 | Sell |
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|
2022
Q4 | $2K | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $10K | Sell |
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|
2021
Q4 | $200K | Buy |
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|
2021
Q3 | $149K | Sell |
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|
2021
Q2 | $172K | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $66K | Buy |
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|
2020
Q3 | $35K | Buy |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Buy |
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