Chicago Partners Investment Group’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,239
Closed -$798K 1108
2025
Q1
$798K Sell
1,239
-756
-38% -$487K 0.03% 410
2024
Q4
$1.42M Sell
1,995
-633
-24% -$449K 0.05% 281
2024
Q3
$1.4M Buy
2,628
+101
+4% +$53.7K 0.05% 274
2024
Q2
$1.23M Sell
2,527
-985
-28% -$481K 0.05% 287
2024
Q1
$2.29M Buy
3,512
+292
+9% +$190K 0.1% 191
2023
Q4
$1.89M Sell
3,220
-37
-1% -$21.7K 0.09% 206
2023
Q3
$1.4M Sell
3,257
-122
-4% -$52.6K 0.08% 234
2023
Q2
$1.87M Sell
3,379
-1,159
-26% -$641K 0.1% 197
2023
Q1
$1.87M Buy
4,538
+1,192
+36% +$492K 0.11% 181
2022
Q4
$1.24M Buy
+3,346
New +$1.24M 0.08% 231