Jones Financial Companies’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
736
+255
| +53% | +$140K | ﹤0.01% | 1357 |
|
|
2025
Q1 | $280K | Buy |
481
+179
| +59% | +$104K | ﹤0.01% | 1357 |
|
|
2024
Q4 | $210K | Buy |
302
+88
| +41% | +$61.3K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $115K | Buy |
214
+179
| +511% | +$95.9K | ﹤0.01% | 1347 |
|
|
2024
Q2 | $20.6K | Buy |
+35
| New | +$20.6K | ﹤0.01% | 1531 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 622 |
|
|
2022
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 646 |
|
|
2021
Q1 | – | Sell |
-5
| Closed | -$2K | – | 811 |
|
|
2020
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 604 |
|