Lido Advisors’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
3,533
+37
+1% +$20.6K 0.01% 548
2025
Q1
$2M Buy
3,496
+1,520
+77% +$869K 0.01% 510
2024
Q4
$1.38M Buy
1,976
+871
+79% +$607K 0.01% 587
2024
Q3
$588K Sell
1,105
-4,484
-80% -$2.38M ﹤0.01% 816
2024
Q2
$3.3M Buy
5,589
+4,598
+464% +$2.71M 0.02% 330
2024
Q1
$621K Buy
991
+59
+6% +$37K ﹤0.01% 753
2023
Q4
$541K Sell
932
-15
-2% -$8.71K ﹤0.01% 752
2023
Q3
$466K Buy
947
+59
+7% +$29.1K ﹤0.01% 687
2023
Q2
$473K Buy
888
+71
+9% +$37.8K ﹤0.01% 686
2023
Q1
$350K Sell
817
-315
-28% -$135K ﹤0.01% 753
2022
Q4
$327K Buy
+1,132
New +$327K ﹤0.01% 686
2020
Q1
Sell
-1,964
Closed -$311K 557
2019
Q4
$311K Sell
1,964
-84
-4% -$13.3K 0.01% 436
2019
Q3
$310K Sell
2,048
-512
-20% -$77.5K 0.02% 390
2019
Q2
$436K Sell
2,560
-119
-4% -$20.3K 0.02% 292
2019
Q1
$445K Buy
2,679
+491
+22% +$81.6K 0.03% 280
2018
Q4
$275K Buy
+2,188
New +$275K 0.03% 311