Principal Financial Group’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
Q3 | $3.54M | Buy |
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|
2025
Q2 | $2.5M | Sell |
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|
2025
Q1 | $9.77M | Sell |
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|
2024
Q4 | $11.7M | Sell |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $14.5M | Buy |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $14.4M | Buy |
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|
2023
Q3 | $7.44M | Buy |
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|
2023
Q2 | $7.05M | Buy |
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|
2023
Q1 | $3.1M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $326K | Buy |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $233K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $340K | Buy |
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|
2018
Q2 | $315K | Buy |
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