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 |
|