JFS Wealth Advisors’s PennyMac Financial PFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49K | Hold |
35
| – | – | ﹤0.01% | 1215 |
|
|
2025
Q1 | $3.5K | Hold |
35
| – | – | ﹤0.01% | 1269 |
|
|
2024
Q4 | $3.58K | Hold |
35
| – | – | ﹤0.01% | 1255 |
|
|
2024
Q3 | $3.99K | Buy |
35
+1
| +3% | +$114 | ﹤0.01% | 1197 |
|
|
2024
Q2 | $3.22K | Hold |
34
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q1 | $3.1K | Hold |
34
| – | – | ﹤0.01% | 1286 |
|
|
2023
Q4 | $3.01K | Hold |
34
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q3 | $2.27K | Buy |
34
+2
| +6% | +$133 | ﹤0.01% | 1314 |
|
|
2023
Q2 | $2.25K | Buy |
32
+1
| +3% | +$70 | ﹤0.01% | 1341 |
|
|
2023
Q1 | $1.85K | Buy |
31
+5
| +19% | +$298 | ﹤0.01% | 1400 |
|
|
2022
Q4 | $1.47K | Buy |
26
+3
| +13% | +$170 | ﹤0.01% | 1484 |
|
|
2022
Q3 | $1K | Sell |
23
-11
| -32% | -$478 | ﹤0.01% | 1617 |
|
|
2022
Q2 | $1K | Buy |
34
+27
| +386% | +$794 | ﹤0.01% | 1611 |
|
|
2022
Q1 | $0 | Buy |
7
+2
| +40% | – | ﹤0.01% | 1929 |
|
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1836 |
|
|
2020
Q4 | – | Sell |
-13
| Closed | -$1K | – | 613 |
|
|
2020
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 539 |
|
|
2020
Q2 | $1K | Sell |
13
-16
| -55% | -$1.23K | ﹤0.01% | 513 |
|
|
2020
Q1 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 481 |
|