IFP Advisors’s PennyMac Mortgage Investment PMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $490 | Sell |
42
-13
| -24% | -$160 | ﹤0.01% | 4424 |
|
|
2025
Q4 | $690 | Sell |
55
-250
| -82% | -$3.12K | ﹤0.01% | 4188 |
|
|
2025
Q3 | $3.74K | Buy |
305
+51
| +20% | +$630 | ﹤0.01% | 3418 |
|
|
2025
Q2 | $4.4K | Sell |
254
-1,000
| -80% | -$12.7K | ﹤0.01% | 3479 |
|
|
2025
Q1 | $18.4K | Sell |
1,254
-865
| -41% | -$11.8K | ﹤0.01% | 2320 |
|
|
2024
Q4 | $26.7K | Sell |
2,119
-2,420
| -53% | -$32.7K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $64.7K | Buy |
4,539
+1,007
| +29% | +$14K | ﹤0.01% | 1610 |
|
|
2024
Q2 | $48.6K | Buy |
3,532
+1,607
| +83% | +$22.5K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $28.3K | Buy |
1,925
+1,705
| +775% | +$24.4K | ﹤0.01% | 1820 |
|
|
2023
Q4 | $3.28K | Buy |
220
+8
| +4% | +$107 | ﹤0.01% | 2548 |
|
|
2023
Q3 | $2.62K | Buy |
212
+6
| +3% | +$79 | ﹤0.01% | 2752 |
|
|
2023
Q2 | $2.77K | Sell |
206
-293
| -59% | -$3.58K | ﹤0.01% | 2766 |
|
|
2023
Q1 | $9.33K | Sell |
499
-6,688
| -93% | -$89.9K | ﹤0.01% | 2322 |
|
|
2022
Q4 | $145K | Buy |
7,187
+5,010
| +230% | +$68.1K | ﹤0.01% | 1529 |
|
|
2022
Q3 | $50K | Buy |
2,177
+571
| +36% | +$8.34K | ﹤0.01% | 2373 |
|
|
2022
Q2 | $38K | Hold |
1,606
| – | – | ﹤0.01% | 2358 |
|
|
2022
Q1 | $38K | Sell |
1,606
-378
| -19% | -$6.33K | ﹤0.01% | 2358 |
|
|
2021
Q4 | $35K | Sell |
1,984
-43
| -2% | -$814 | ﹤0.01% | 1697 |
|
|
2021
Q3 | $40K | Buy |
2,027
+1,912
| +1,663% | +$37.5K | ﹤0.01% | 1672 |
|
|
2021
Q2 | $2K | Sell |
115
-10
| -8% | -$200 | ﹤0.01% | 2769 |
|
|
2021
Q1 | $2K | Sell |
125
-438
| -78% | -$8.12K | ﹤0.01% | 2700 |
|
|
2020
Q4 | $10K | Hold |
563
| – | – | ﹤0.01% | 2083 |
|
|
2020
Q3 | $9K | Sell |
563
-274
| -33% | -$4.85K | ﹤0.01% | 1951 |
|
|
2020
Q2 | $15K | Buy |
837
+24
| +3% | +$288 | ﹤0.01% | 1676 |
|
|
2020
Q1 | $10K | Buy |
813
+62
| +8% | +$1.22K | ﹤0.01% | 1783 |
|
|
2019
Q4 | $17K | Sell |
751
-1,067
| -59% | -$24.1K | ﹤0.01% | 1698 |
|
|
2019
Q3 | $41K | Buy |
+1,818
| New | +$40.1K | ﹤0.01% | 1464 |
|
|
2019
Q1 | $37K | Buy |
1,757
+9
| +0.5% | +$181 | 0.01% | 1100 |
|
|
2018
Q4 | $33K | Sell |
1,748
-774
| -31% | -$15.4K | ﹤0.01% | 1853 |
|
|
2018
Q3 | $51K | Buy |
2,522
+235
| +10% | +$4.62K | ﹤0.01% | 1887 |
|
|
2018
Q2 | $43K | Buy |
2,287
+330
| +17% | +$6.05K | ﹤0.01% | 2018 |
|
|
2018
Q1 | $31K | Hold |
1,957
| – | – | ﹤0.01% | 2104 |
|
|
2017
Q4 | $31K | Sell |
1,957
-120
| -6% | -$1.95K | ﹤0.01% | 2129 |
|
|
2017
Q3 | $36K | Sell |
2,077
-1,026
| -33% | -$17.9K | ﹤0.01% | 2210 |
|
|
2017
Q2 | $57K | Hold |
3,103
| – | – | ﹤0.01% | 1885 |
|
|
2017
Q1 | $55K | Sell |
3,103
-1,894
| -38% | -$32.1K | ﹤0.01% | 1863 |
|
|
2016
Q4 | $82K | Buy |
4,997
+145
| +3% | +$2.29K | ﹤0.01% | 1573 |
|
|
2016
Q3 | $76K | Buy |
4,852
+1,283
| +36% | +$20K | ﹤0.01% | 1544 |
|
|
2016
Q2 | $58K | Buy |
3,569
+1,812
| +103% | +$26.5K | ﹤0.01% | 1677 |
|
|
2016
Q1 | $37K | Sell |
1,757
-1,090
| -38% | -$14.5K | 0.01% | 1100 |
|
|
2015
Q4 | $43K | Buy |
+2,847
| New | +$44.4K | ﹤0.01% | 1705 |
|
Other funds holding PMT
VPM
VCM
