Creative Planning’s HUB Group HUBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
16,192
-4,383
| -21% | -$147K | ﹤0.01% | 2397 |
|
|
2025
Q1 | $765K | Buy |
20,575
+10,578
| +106% | +$393K | ﹤0.01% | 1935 |
|
|
2024
Q4 | $445K | Buy |
9,997
+4,651
| +87% | +$207K | ﹤0.01% | 2330 |
|
|
2024
Q3 | $243K | Sell |
5,346
-776
| -13% | -$35.3K | ﹤0.01% | 2699 |
|
|
2024
Q2 | $264K | Buy |
+6,122
| New | +$264K | ﹤0.01% | 2457 |
|
|
2023
Q2 | – | Sell |
-16
| Closed | -$672 | – | 2606 |
|
|
2023
Q1 | $672 | Buy |
+16
| New | +$672 | ﹤0.01% | 2473 |
|
|
2017
Q3 | – | Sell |
-94
| Closed | -$2K | – | 2645 |
|
|
2017
Q2 | $2K | Hold |
94
| – | – | ﹤0.01% | 4216 |
|
|
2017
Q1 | $2K | Buy |
+94
| New | +$2K | ﹤0.01% | 4200 |
|
|
2014
Q4 | – | Sell |
-112
| Closed | -$2K | – | 4077 |
|
|
2014
Q3 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 3563 |
|