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
2025
Q2
$524K Buy
2025
Q1
$414K Buy
2024
Q4
$477K Sell
2024
Q3
$768K Sell
2024
Q2
$975K Buy
2024
Q1
$513K Buy
2023
Q4
$345K Sell
2023
Q3
$298K Sell
2023
Q2
$671K Buy
2023
Q1
$263K Sell
2022
Q4
$1.31M Sell
2022
Q3
$1.3M Sell
2022
Q2
$1.48M Buy
2022
Q1
$1.82M Buy
2021
Q4
$1.95M Sell
2021
Q3
$2.05M Buy
2021
Q2
$427K Buy
2021
Q1
$264K Sell
2020
Q4
$243K Buy