Creative Planning’s HUB Group HUBG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Buy
2025
Q2
$541K Sell
2025
Q1
$765K Buy
2024
Q4
$445K Buy
2024
Q3
$243K Sell
2024
Q2
$264K Buy
2023
Q2
Sell
2023
Q1
$672 Buy
2017
Q3
Sell
2017
Q2
$2K Hold
2017
Q1
$2K Buy
2014
Q4
Sell
2014
Q3
$2K Buy