A detailed history of Creative Planning transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Creative Planning holds 5,856 shares of PFSI stock, worth $599,888. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,856
Previous 4,977 17.66%
Holding current value
$599,888
Previous $470,000 41.91%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$90.98 - $116.58 $79,971 - $102,473
879 Added 17.66%
5,856 $667,000
Q2 2024

Aug 15, 2024

BUY
$85.64 - $94.6 $159,718 - $176,429
1,865 Added 59.93%
4,977 $470,000
Q1 2024

May 10, 2024

BUY
$83.31 - $93.24 $23,493 - $26,293
282 Added 9.96%
3,112 $283,000
Q4 2023

Feb 14, 2024

BUY
$63.0 - $92.93 $178,290 - $262,991
2,830 New
2,830 $250,000
Q2 2021

Aug 04, 2021

SELL
$56.58 - $65.67 $1.02 Million - $1.19 Million
-18,087 Closed
0 $0
Q1 2021

Apr 30, 2021

SELL
$56.53 - $67.05 $33,465 - $39,693
-592 Reduced 3.17%
18,087 $1.21 Million
Q4 2020

Jan 29, 2021

BUY
$50.82 - $69.49 $47,211 - $64,556
929 Added 5.23%
18,679 $1.23 Million
Q3 2020

Nov 05, 2020

BUY
$39.86 - $59.04 $707,515 - $1.05 Million
17,750 New
17,750 $1.03 Million
Q2 2020

Jul 23, 2020

SELL
$17.25 - $42.74 $476,617 - $1.18 Million
-27,630 Closed
0 $0
Q1 2020

May 05, 2020

SELL
$16.9 - $38.97 $458,327 - $1.06 Million
-27,120 Reduced 49.53%
27,630 $611,000
Q4 2019

Jan 30, 2020

BUY
$29.85 - $34.45 $641,775 - $740,675
21,500 Added 64.66%
54,750 $1.86 Million
Q3 2019

Nov 01, 2019

BUY
$22.74 - $31.51 $756,105 - $1.05 Million
33,250 New
33,250 $1.01 Million

Others Institutions Holding PFSI

About PennyMac Financial Services, Inc.


  • Ticker PFSI
  • Exchange NYSE
  • Sector Financial Services
  • Industry Mortgage Finance
  • Shares Outstandng 52,464,900
  • Market Cap $5.37B
  • Description
  • PennyMac Financial Services, Inc., through its subsidiaries, engages in the mortgage banking and investment management activities in the United States. It operates through three segments: Production, Servicing, and Investment Management. The Production segment is involved in the origination, acquisition, and sale of loans. It sources first-lien ...
More about PFSI
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