EverSource Wealth Advisors’s HUB Group HUBG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Buy |
601
+146
| +32% | +$4.88K | ﹤0.01% | 2278 |
|
|
2025
Q1 | $16.9K | Sell |
455
-62
| -12% | -$2.3K | ﹤0.01% | 1787 |
|
|
2024
Q4 | $23K | Buy |
517
+46
| +10% | +$2.05K | ﹤0.01% | 1545 |
|
|
2024
Q3 | $21.4K | Sell |
471
-67
| -12% | -$3.05K | ﹤0.01% | 1456 |
|
|
2024
Q2 | $25.2K | Buy |
538
+90
| +20% | +$4.21K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $18K | Sell |
448
-2
| -0.4% | -$80 | ﹤0.01% | 1413 |
|
|
2023
Q4 | $20.7K | Sell |
450
-136
| -23% | -$6.25K | ﹤0.01% | 1215 |
|
|
2023
Q3 | $23K | Sell |
586
-86
| -13% | -$3.38K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $27K | Buy |
672
+126
| +23% | +$5.06K | ﹤0.01% | 1038 |
|
|
2023
Q1 | $22.9K | Sell |
546
-202
| -27% | -$8.48K | ﹤0.01% | 1031 |
|
|
2022
Q4 | $29.7K | Buy |
748
+24
| +3% | +$954 | ﹤0.01% | 949 |
|
|
2022
Q3 | $25K | Hold |
724
| – | – | 0.01% | 833 |
|
|
2022
Q2 | $26K | Hold |
724
| – | – | 0.01% | 763 |
|
|
2022
Q1 | $28K | Hold |
724
| – | – | 0.01% | 589 |
|
|
2021
Q4 | $30K | Buy |
+724
| New | +$30K | 0.01% | 532 |
|