Nisa Investment Advisors’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 | $22.4K | Buy |
225
+3
| +1% | +$299 | ﹤0.01% | 1883 |
|
|
2025
Q1 | $22.2K | Buy |
222
+205
| +1,206% | +$20.5K | ﹤0.01% | 1831 |
|
|
2024
Q4 | $1.74K | Hold |
17
| – | – | ﹤0.01% | 2535 |
|
|
2024
Q3 | $1.94K | Hold |
17
| – | – | ﹤0.01% | 2406 |
|
|
2024
Q2 | $1.61K | Hold |
17
| – | – | ﹤0.01% | 2411 |
|
|
2024
Q1 | $1.55K | Hold |
17
| – | – | ﹤0.01% | 2282 |
|
|
2023
Q4 | $1.5K | Hold |
17
| – | – | ﹤0.01% | 2210 |
|
|
2023
Q3 | $1.13K | Hold |
17
| – | – | ﹤0.01% | 2376 |
|
|
2023
Q2 | $1.2K | Hold |
17
| – | – | ﹤0.01% | 2413 |
|
|
2023
Q1 | $1K | Sell |
17
-700
| -98% | -$41.2K | ﹤0.01% | 2434 |
|
|
2022
Q4 | $41K | Hold |
717
| – | – | ﹤0.01% | 1842 |
|
|
2022
Q3 | $31K | Buy |
717
+142
| +25% | +$6.14K | ﹤0.01% | 1914 |
|
|
2022
Q2 | $25K | Buy |
+575
| New | +$25K | ﹤0.01% | 1983 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$67 | – | 2372 |
|
|
2021
Q1 | $67 | Hold |
1,000
| – | – | ﹤0.01% | 1916 |
|
|
2020
Q4 | $66K | Buy |
1,000
+100
| +11% | +$6.6K | ﹤0.01% | 1904 |
|
|
2020
Q3 | $52K | Buy |
+900
| New | +$52K | ﹤0.01% | 1793 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$7K | – | 2119 |
|
|
2019
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 1897 |
|
|
2019
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 1880 |
|
|
2019
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1927 |
|