MorganRosel Wealth Management’s PennyMac Financial PFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $996K | Sell |
10,000
-464
| -4% | -$46.2K | 0.27% | 60 |
|
|
2025
Q1 | $1.05M | Sell |
10,464
-1,264
| -11% | -$127K | 0.32% | 53 |
|
|
2024
Q4 | $1.2M | Buy |
11,728
+4,416
| +60% | +$451K | 0.39% | 48 |
|
|
2024
Q3 | $833K | Sell |
7,312
-2,913
| -28% | -$332K | 0.27% | 63 |
|
|
2024
Q2 | $967K | Sell |
10,225
-586
| -5% | -$55.4K | 0.34% | 51 |
|
|
2024
Q1 | $985K | Buy |
10,811
+236
| +2% | +$21.5K | 0.35% | 57 |
|
|
2023
Q4 | $935K | Buy |
10,575
+1,131
| +12% | +$99.9K | 0.36% | 49 |
|
|
2023
Q3 | $629K | Buy |
+9,444
| New | +$629K | 0.26% | 61 |
|