Farther Finance Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
360
+41
| +13% | +$22.8K | ﹤0.01% | 1379 |
|
|
2025
Q1 | $186K | Buy |
319
+64
| +25% | +$37.3K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $178K | Buy |
255
+13
| +5% | +$9.07K | 0.01% | 1043 |
|
|
2024
Q3 | $129K | Sell |
242
-142
| -37% | -$75.4K | ﹤0.01% | 1196 |
|
|
2024
Q2 | $228K | Buy |
384
+147
| +62% | +$87.1K | 0.01% | 790 |
|
|
2024
Q1 | $151K | Hold |
237
| – | – | 0.01% | 794 |
|
|
2023
Q4 | $138K | Buy |
237
+87
| +58% | +$50.6K | 0.01% | 686 |
|
|
2023
Q3 | $73.9K | Buy |
150
+26
| +21% | +$12.8K | 0.01% | 658 |
|
|
2023
Q2 | $66K | Sell |
124
-9
| -7% | -$4.79K | 0.01% | 576 |
|
|
2023
Q1 | $57K | Sell |
133
-7
| -5% | -$3K | 0.02% | 570 |
|
|
2022
Q4 | $40.5K | Buy |
+140
| New | +$40.5K | 0.02% | 538 |
|