Kestra Advisory Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $633K | Buy |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $768K | Sell |
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|
2024
Q2 | $975K | Buy |
|
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|
2024
Q1 | $513K | Buy |
|
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $671K | Buy |
|
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|
2023
Q1 | $263K | Sell |
|
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $1.3M | Sell |
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|
2022
Q2 | $1.48M | Buy |
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|
2022
Q1 | $1.82M | Buy |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $427K | Buy |
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|
2021
Q1 | $264K | Sell |
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|
2020
Q4 | $243K | Buy |
|