Kestra Advisory Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $524K | Buy |
941
+217
| +30% | +$121K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $414K | Buy |
724
+40
| +6% | +$22.9K | ﹤0.01% | 1943 |
|
|
2024
Q4 | $477K | Sell |
684
-761
| -53% | -$530K | ﹤0.01% | 1899 |
|
|
2024
Q3 | $768K | Sell |
1,445
-208
| -13% | -$111K | ﹤0.01% | 1495 |
|
|
2024
Q2 | $975K | Buy |
1,653
+835
| +102% | +$492K | 0.01% | 1332 |
|
|
2024
Q1 | $513K | Buy |
818
+223
| +37% | +$140K | ﹤0.01% | 1651 |
|
|
2023
Q4 | $345K | Sell |
595
-10
| -2% | -$5.81K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $298K | Sell |
605
-657
| -52% | -$324K | ﹤0.01% | 1657 |
|
|
2023
Q2 | $671K | Buy |
1,262
+649
| +106% | +$345K | 0.01% | 1175 |
|
|
2023
Q1 | $263K | Sell |
613
-3,906
| -86% | -$1.67M | ﹤0.01% | 1655 |
|
|
2022
Q4 | $1.31M | Sell |
4,519
-313
| -6% | -$90.5K | 0.01% | 932 |
|
|
2022
Q3 | $1.31M | Sell |
4,832
-88
| -2% | -$23.8K | 0.01% | 844 |
|
|
2022
Q2 | $1.48M | Buy |
4,920
+1,097
| +29% | +$330K | 0.02% | 787 |
|
|
2022
Q1 | $1.82M | Buy |
3,823
+869
| +29% | +$413K | 0.02% | 710 |
|
|
2021
Q4 | $1.95M | Sell |
2,954
-82
| -3% | -$54K | 0.02% | 689 |
|
|
2021
Q3 | $2.05M | Buy |
3,036
+2,304
| +315% | +$1.56M | 0.02% | 701 |
|
|
2021
Q2 | $427K | Buy |
732
+151
| +26% | +$88.1K | ﹤0.01% | 1361 |
|
|
2021
Q1 | $264K | Sell |
581
-33
| -5% | -$15K | ﹤0.01% | 1541 |
|
|
2020
Q4 | $243K | Buy |
+614
| New | +$243K | ﹤0.01% | 1590 |
|