IFP Advisors’s HUB Group HUBG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $505 | Hold |
14
| – | – | ﹤0.01% | 4416 |
|
|
2025
Q4 | $597 | Hold |
14
| – | – | ﹤0.01% | 4240 |
|
|
2025
Q3 | $482 | Buy |
+14
| New | +$500 | ﹤0.01% | 4179 |
|
|
2025
Q2 | – | Sell |
-51
| Closed | -$1.71K | – | 3358 |
|
|
2025
Q1 | $1.9K | Buy |
51
+43
| +538% | +$1.79K | ﹤0.01% | 3161 |
|
|
2024
Q4 | $356 | Buy |
+8
| New | +$373 | ﹤0.01% | 3514 |
|
|
2023
Q1 | – | Sell |
-12
| Closed | -$14K | – | 3866 |
|
|
2022
Q4 | $14K | Hold |
12
| – | – | ﹤0.01% | 3155 |
|
|
2022
Q3 | $14K | Sell |
12
-2
| -14% | -$76 | ﹤0.01% | 3393 |
|
|
2022
Q2 | $14K | Hold |
14
| – | – | ﹤0.01% | 3144 |
|
|
2022
Q1 | $14K | Buy |
+14
| New | +$559 | ﹤0.01% | 3144 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3969 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3686 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3606 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3462 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3339 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3202 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3190 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3195 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3338 |
|
|
2018
Q3 | – | Sell |
-42
| Closed | -$1K | – | 3915 |
|
|
2018
Q2 | $1K | Buy |
+42
| New | +$986 | ﹤0.01% | 3731 |
|
|
2017
Q2 | – | Sell |
-122
| Closed | -$3K | – | 4141 |
|
|
2017
Q1 | $3K | Hold |
122
| – | – | ﹤0.01% | 3525 |
|
|
2016
Q4 | $3K | Hold |
122
| – | – | ﹤0.01% | 3520 |
|
|
2016
Q3 | $2K | Buy |
+122
| New | +$2.48K | ﹤0.01% | 3579 |
|
Other funds holding HUBG
VPM
VCM
BBCM
