CAPTRUST Financial Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
2,020
-596
| -23% | -$332K | ﹤0.01% | 1280 |
|
|
2025
Q1 | $1.49M | Buy |
2,616
+683
| +35% | +$390K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $1.35M | Buy |
1,933
+570
| +42% | +$397K | ﹤0.01% | 1075 |
|
|
2024
Q3 | $725K | Buy |
1,363
+777
| +133% | +$413K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $346K | Buy |
586
+55
| +10% | +$32.5K | ﹤0.01% | 1723 |
|
|
2024
Q1 | $332K | Sell |
531
-1,947
| -79% | -$1.22M | ﹤0.01% | 1718 |
|
|
2023
Q4 | $1.44M | Buy |
2,478
+684
| +38% | +$397K | 0.01% | 1066 |
|
|
2023
Q3 | $884K | Buy |
1,794
+302
| +20% | +$149K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $794K | Sell |
1,492
-145
| -9% | -$77.2K | ﹤0.01% | 1347 |
|
|
2023
Q1 | $702K | Buy |
1,637
+691
| +73% | +$296K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $274K | Buy |
946
+22
| +2% | +$6.36K | ﹤0.01% | 1732 |
|
|
2022
Q3 | $250K | Buy |
924
+180
| +24% | +$48.7K | ﹤0.01% | 1670 |
|
|
2022
Q2 | $224K | Buy |
744
+100
| +16% | +$30.1K | ﹤0.01% | 1620 |
|
|
2022
Q1 | $306K | Buy |
644
+263
| +69% | +$125K | ﹤0.01% | 1429 |
|
|
2021
Q4 | $251K | Buy |
381
+59
| +18% | +$38.9K | ﹤0.01% | 1490 |
|
|
2021
Q3 | $218K | Buy |
322
+55
| +21% | +$37.2K | ﹤0.01% | 1495 |
|
|
2021
Q2 | $156K | Buy |
267
+16
| +6% | +$9.35K | ﹤0.01% | 1694 |
|
|
2021
Q1 | $114K | Buy |
251
+221
| +737% | +$100K | ﹤0.01% | 1864 |
|
|
2020
Q4 | $12K | Buy |
+30
| New | +$12K | ﹤0.01% | 2482 |
|
|
2019
Q4 | – | Sell |
-30
| Closed | -$5K | – | 1361 |
|
|
2019
Q3 | $5K | Hold |
30
| – | – | ﹤0.01% | 1648 |
|
|
2019
Q2 | $5K | Buy |
+30
| New | +$5K | ﹤0.01% | 1641 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$8K | – | 1621 |
|
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 1275 |
|
|
2018
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 1295 |
|