Concourse Financial Group Securities’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-143
| Closed | -$104K | – | 3726 |
|
|
2024
Q4 | $104K | Buy |
143
+4
| +3% | +$2.92K | 0.01% | 929 |
|
|
2024
Q3 | $73.9K | Sell |
139
-1
| -0.7% | -$532 | ﹤0.01% | 1043 |
|
|
2024
Q2 | $82.6K | Buy |
140
+17
| +14% | +$10K | 0.01% | 989 |
|
|
2024
Q1 | $77.1K | Buy |
123
+12
| +11% | +$7.52K | 0.01% | 1016 |
|
|
2023
Q4 | $64.4K | Buy |
111
+40
| +56% | +$23.2K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $35K | Buy |
71
+67
| +1,675% | +$33K | ﹤0.01% | 1222 |
|
|
2023
Q2 | $2.13K | Sell |
4
-1
| -20% | -$532 | ﹤0.01% | 2005 |
|
|
2023
Q1 | $2.14K | Buy |
5
+1
| +25% | +$429 | ﹤0.01% | 2047 |
|
|
2022
Q4 | $1.16K | Buy |
+4
| New | +$1.16K | ﹤0.01% | 2133 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4471 |
|
|
2022
Q2 | – | Sell |
-14
| Closed | -$7K | – | 4500 |
|
|
2022
Q1 | $7K | Hold |
14
| – | – | ﹤0.01% | 1785 |
|
|
2021
Q4 | $9K | Hold |
14
| – | – | ﹤0.01% | 1881 |
|
|
2021
Q3 | $9K | Buy |
+14
| New | +$9K | ﹤0.01% | 1910 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$2K | – | 4260 |
|
|
2021
Q1 | $2K | Sell |
5
-2
| -29% | -$800 | ﹤0.01% | 2126 |
|
|
2020
Q4 | $3K | Sell |
7
-4
| -36% | -$1.71K | ﹤0.01% | 2028 |
|
|
2020
Q3 | $3K | Buy |
11
+3
| +38% | +$818 | ﹤0.01% | 1938 |
|
|
2020
Q2 | $2K | Sell |
8
-6
| -43% | -$1.5K | ﹤0.01% | 1900 |
|
|
2020
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 1889 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 1892 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$5K | – | 3500 |
|
|
2019
Q2 | $5K | Hold |
32
| – | – | ﹤0.01% | 1727 |
|
|
2019
Q1 | $5K | Buy |
+32
| New | +$5K | ﹤0.01% | 1731 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3607 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3254 |
|