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PFGIA
Patriot Financial Group Insurance Agency’s
Puma Biotechnology
PBYI
Stock Holding History
Patriot Financial Group Insurance Agency’s Portfolio
PBYI Stock Details
PBYI Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-10,500
Closed
-$31.1K
–
556
2025
Q1
$31.1K
Sell
10,500
-1,500
-13%
-$4.7K
﹤0.01%
487
2024
Q4
$36.6K
Sell
12,000
-7,000
-37%
-$20.4K
﹤0.01%
472
2024
Q3
$48.5K
Buy
19,000
+8,000
+73%
+$24.2K
0.01%
490
2024
Q2
$35.9K
Sell
11,000
-500
-4%
-$2.19K
0.01%
470
2024
Q1
$61K
Sell
11,500
-23,000
-67%
-$124K
0.01%
469
2023
Q4
$149K
Sell
34,500
-32,500
-49%
-$108K
0.03%
439
2023
Q3
$176K
Buy
67,000
+2,000
+3%
+$6.81K
0.04%
428
2023
Q2
$229K
Buy
65,000
+29,000
+81%
+$90.5K
0.04%
397
2023
Q1
$111K
Buy
36,000
+7,500
+26%
+$28.3K
0.02%
436
2022
Q4
$121K
Sell
28,500
-22,000
-44%
-$75.9K
0.03%
408
2022
Q3
$120K
Sell
50,500
-5,000
-9%
-$14.6K
0.03%
378
2022
Q2
$158K
Hold
55,500
–
–
0.03%
432
2022
Q1
$160K
Sell
55,500
-4,000
-7%
-$10.3K
0.03%
457
2021
Q4
$181K
Buy
+59,500
New
+$258K
0.03%
469
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$43.4B AUM
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1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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