IFP 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 | $570K | Sell |
1,025
-230
| -18% | -$128K | 0.02% | 778 |
|
|
2025
Q1 | $717K | Buy |
1,255
+43
| +4% | +$24.6K | 0.02% | 645 |
|
|
2024
Q4 | $844K | Buy |
1,212
+108
| +10% | +$75.2K | 0.03% | 564 |
|
|
2024
Q3 | $587K | Sell |
1,104
-99
| -8% | -$52.6K | 0.02% | 634 |
|
|
2024
Q2 | $710K | Buy |
1,203
+174
| +17% | +$103K | 0.03% | 544 |
|
|
2024
Q1 | $644K | Buy |
1,029
+7
| +0.7% | +$4.38K | 0.03% | 538 |
|
|
2023
Q4 | $593K | Sell |
1,022
-7
| -0.7% | -$4.06K | 0.03% | 532 |
|
|
2023
Q3 | $506K | Buy |
1,029
+99
| +11% | +$48.7K | 0.02% | 585 |
|
|
2023
Q2 | $495K | Buy |
930
+145
| +18% | +$77.2K | 0.02% | 660 |
|
|
2023
Q1 | $98.7K | Sell |
785
-241
| -23% | -$30.3K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $150K | Buy |
1,026
+13
| +1% | +$1.9K | ﹤0.01% | 1506 |
|
|
2022
Q3 | $150K | Buy |
1,013
+392
| +63% | +$58K | ﹤0.01% | 1591 |
|
|
2022
Q2 | $99K | Hold |
621
| – | – | ﹤0.01% | 1694 |
|
|
2022
Q1 | $99K | Buy |
621
+463
| +293% | +$73.8K | ﹤0.01% | 1694 |
|
|
2021
Q4 | $104K | Buy |
158
+106
| +204% | +$69.8K | ﹤0.01% | 1230 |
|
|
2021
Q3 | $36K | Buy |
52
+1
| +2% | +$692 | ﹤0.01% | 1664 |
|
|
2021
Q2 | $30K | Buy |
51
+1
| +2% | +$588 | ﹤0.01% | 1744 |
|
|
2021
Q1 | $23K | Sell |
50
-10
| -17% | -$4.6K | ﹤0.01% | 1789 |
|
|
2020
Q4 | $24K | Buy |
60
+5
| +9% | +$2K | ﹤0.01% | 1729 |
|
|
2020
Q3 | $17K | Buy |
+55
| New | +$17K | ﹤0.01% | 1703 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3164 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3135 |
|
|
2019
Q1 | – | Sell |
-150
| Closed | -$19K | – | 2799 |
|
|
2018
Q4 | $19K | Hold |
150
| – | – | ﹤0.01% | 2139 |
|
|
2018
Q3 | $23K | Sell |
150
-5,380
| -97% | -$825K | ﹤0.01% | 2353 |
|
|
2018
Q2 | $693K | Buy |
5,530
+5,430
| +5,430% | +$680K | 0.03% | 547 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 2845 |
|
|
2017
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 2842 |
|
|
2017
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 3110 |
|
|
2017
Q1 | – | Sell |
-175
| Closed | -$8K | – | 4018 |
|
|
2016
Q4 | $8K | Buy |
175
+30
| +21% | +$1.37K | ﹤0.01% | 3009 |
|
|
2016
Q3 | $8K | Buy |
145
+135
| +1,350% | +$7.45K | ﹤0.01% | 2955 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 3980 |
|
|
2016
Q1 | – | Sell |
-15
| Closed | -$1K | – | 2843 |
|
|
2015
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 3508 |
|