Allworth Financial’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $153K | Buy |
275
+111
| +68% | +$61.8K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $98.6K | Buy |
164
+15
| +10% | +$9.01K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $109K | Buy |
149
+19
| +15% | +$13.9K | ﹤0.01% | 1223 |
|
|
2024
Q3 | $69K | Buy |
130
+5
| +4% | +$2.65K | ﹤0.01% | 1250 |
|
|
2024
Q2 | $59.8K | Buy |
125
+12
| +11% | +$5.74K | ﹤0.01% | 1299 |
|
|
2024
Q1 | $70.8K | Buy |
113
+23
| +26% | +$14.4K | ﹤0.01% | 1149 |
|
|
2023
Q4 | $52.2K | Sell |
90
-23
| -20% | -$13.4K | ﹤0.01% | 1179 |
|
|
2023
Q3 | $55.7K | Buy |
113
+23
| +26% | +$11.3K | ﹤0.01% | 1080 |
|
|
2023
Q2 | $47.9K | Sell |
90
-12
| -12% | -$6.39K | ﹤0.01% | 1139 |
|
|
2023
Q1 | $43.7K | Buy |
102
+26
| +34% | +$11.1K | ﹤0.01% | 1116 |
|
|
2022
Q4 | $22K | Buy |
76
+46
| +153% | +$13.3K | ﹤0.01% | 1320 |
|
|
2022
Q3 | $8K | Sell |
30
-33
| -52% | -$8.8K | ﹤0.01% | 1744 |
|
|
2022
Q2 | $19K | Buy |
63
+61
| +3,050% | +$18.4K | ﹤0.01% | 1259 |
|
|
2022
Q1 | $1K | Sell |
2
-29
| -94% | -$14.5K | ﹤0.01% | 1946 |
|
|
2021
Q4 | $20K | Buy |
31
+13
| +72% | +$8.39K | ﹤0.01% | 1125 |
|
|
2021
Q3 | $12K | Buy |
+18
| New | +$12K | ﹤0.01% | 1223 |
|