A detailed history of Jfs Wealth Advisors, LLC transactions in Penny Mac Financial Services, Inc. stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 34 shares of PFSI stock, worth $3,193. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34
Previous 34 -0.0%
Holding current value
$3,193
Previous $3,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$65.73 - $81.71 $131 - $163
2 Added 6.25%
34 $2,000
Q2 2023

Aug 07, 2023

BUY
$56.59 - $71.9 $56 - $71
1 Added 3.23%
32 $2,000
Q1 2023

Apr 19, 2023

BUY
$55.82 - $72.55 $279 - $362
5 Added 19.23%
31 $1,000
Q4 2022

Feb 13, 2023

BUY
$43.63 - $59.66 $130 - $178
3 Added 13.04%
26 $1,000
Q3 2022

Oct 21, 2022

SELL
$42.9 - $59.67 $471 - $656
-11 Reduced 32.35%
23 $1,000
Q2 2022

Aug 02, 2022

BUY
$39.73 - $53.07 $1,072 - $1,432
27 Added 385.71%
34 $1,000
Q1 2022

May 02, 2022

BUY
$53.2 - $70.1 $106 - $140
2 Added 40.0%
7 $0
Q4 2021

Feb 03, 2022

BUY
$61.32 - $70.57 $306 - $352
5 New
5 $0
Q4 2020

Feb 01, 2021

SELL
$50.82 - $69.49 $660 - $903
-13 Closed
0 $0
Q2 2020

Aug 05, 2020

SELL
$17.25 - $42.74 $276 - $683
-16 Reduced 55.17%
13 $1,000
Q1 2020

Apr 29, 2020

BUY
$16.9 - $38.97 $490 - $1,130
29 New
29 $1,000

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 $4.93B
  • 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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.