J.W. Cole Advisors’s Hubbell HUBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
+1,775
| New | +$725K | 0.02% | 791 |
|
|
2025
Q1 | – | Sell |
-1,155
| Closed | -$484K | – | 1296 |
|
|
2024
Q4 | $484K | Hold |
1,155
| – | – | 0.02% | 611 |
|
|
2024
Q3 | $495K | Buy |
1,155
+95
| +9% | +$40.7K | 0.02% | 597 |
|
|
2024
Q2 | $387K | Buy |
1,060
+25
| +2% | +$9.14K | 0.02% | 604 |
|
|
2024
Q1 | $431K | Hold |
1,035
| – | – | 0.02% | 574 |
|
|
2023
Q4 | $340K | Buy |
+1,035
| New | +$340K | 0.02% | 599 |
|
|
2021
Q2 | – | Sell |
-1,343
| Closed | -$251K | – | 748 |
|
|
2021
Q1 | $251K | Buy |
1,343
+17
| +1% | +$3.18K | 0.02% | 570 |
|
|
2020
Q4 | $208K | Buy |
+1,326
| New | +$208K | 0.02% | 584 |
|
|
2020
Q1 | – | Sell |
-1,457
| Closed | -$215K | – | 270 |
|
|
2019
Q4 | $215K | Buy |
+1,457
| New | +$215K | 0.03% | 509 |
|