Fi3 Financial 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
Sell
-385
Closed -$220K 177
2025
Q1
$220K Sell
385
-3
-0.8% -$1.71K 0.09% 113
2024
Q4
$270K Sell
388
-47
-11% -$32.7K 0.1% 86
2024
Q3
$231K Buy
+435
New +$231K 0.09% 91