Summit Wealth & Retirement Planning, Inc. Penny Mac Financial Services, Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$55.82 - $72.55 $310,024 - $402,942	-5,554 Reduced 41.83%	7,725 $460,000
Q4 2022 Feb 09, 2023	SELL	$43.63 - $59.66 $21,989 - $30,068	-504 Reduced 3.66%	13,279 $752,000
Q3 2022 Nov 10, 2022	SELL	$42.9 - $59.67 $3,003 - $4,176	-70 Reduced 0.51%	13,783 $591,000
Q2 2022 Aug 02, 2022	SELL	$39.73 - $53.07 $7,667 - $10,242	-193 Reduced 1.37%	13,853 $606,000
Q1 2022 May 12, 2022	BUY	$53.2 - $70.1 $13,087 - $17,244	246 Added 1.78%	14,046 $747,000
Q4 2021 Feb 03, 2022	SELL	$61.32 - $70.57 $29,862 - $34,367	-487 Reduced 3.41%	13,800 $963,000
Q3 2021 Nov 12, 2021	SELL	$58.12 - $69.6 $165,932 - $198,707	-2,855 Reduced 16.65%	14,287 $873,000
Q2 2021 Aug 13, 2021	SELL	$56.58 - $65.67 $32,476 - $37,694	-574 Reduced 3.24%	17,142 $1.06 Million
Q1 2021 May 10, 2021	BUY	$56.53 - $67.05 $13,058 - $15,488	231 Added 1.32%	17,716 $1.19 Million
Q4 2020 Feb 09, 2021	BUY	$50.82 - $69.49 $888,587 - $1.22 Million	17,485 New	17,485 $1.15 Million

239

28.9M

1.12M

983K

Ticker PFSI
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 52,464,900
Market Cap $5.26B
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 ...

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