LPL Financial’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.3M | Sell |
36,410
-266
| -0.7% | -$148K | 0.01% | 1238 |
|
2025
Q1 | $21M | Buy |
36,676
+4,871
| +15% | +$2.78M | 0.01% | 1125 |
|
2024
Q4 | $22.2M | Buy |
31,805
+1,976
| +7% | +$1.38M | 0.01% | 1025 |
|
2024
Q3 | $15.9M | Sell |
29,829
-949
| -3% | -$504K | 0.01% | 1165 |
|
2024
Q2 | $18.2M | Sell |
30,778
-1,089
| -3% | -$642K | 0.01% | 1010 |
|
2024
Q1 | $20M | Buy |
31,867
+2,988
| +10% | +$1.87M | 0.01% | 945 |
|
2023
Q4 | $16.8M | Buy |
28,879
+1,671
| +6% | +$970K | 0.01% | 960 |
|
2023
Q3 | $13.4M | Buy |
27,208
+2,524
| +10% | +$1.24M | 0.01% | 991 |
|
2023
Q2 | $13.1M | Sell |
24,684
-867
| -3% | -$461K | 0.01% | 988 |
|
2023
Q1 | $11M | Buy |
25,551
+1,729
| +7% | +$741K | 0.01% | 1038 |
|
2022
Q4 | $6.89M | Buy |
23,822
+587
| +3% | +$170K | 0.01% | 1250 |
|
2022
Q3 | $6.28M | Sell |
23,235
-3,354
| -13% | -$906K | 0.01% | 1216 |
|
2022
Q2 | $7.99M | Buy |
26,589
+1,348
| +5% | +$405K | 0.01% | 1085 |
|
2022
Q1 | $12M | Buy |
25,241
+6,854
| +37% | +$3.26M | 0.01% | 901 |
|
2021
Q4 | $12.1M | Buy |
18,387
+1,744
| +10% | +$1.15M | 0.01% | 905 |
|
2021
Q3 | $11.3M | Buy |
16,643
+7,606
| +84% | +$5.14M | 0.01% | 893 |
|
2021
Q2 | $5.27M | Buy |
9,037
+446
| +5% | +$260K | 0.01% | 1308 |
|
2021
Q1 | $3.9M | Sell |
8,591
-491
| -5% | -$223K | ﹤0.01% | 1390 |
|
2020
Q4 | $3.6M | Sell |
9,082
-382
| -4% | -$151K | ﹤0.01% | 1298 |
|
2020
Q3 | $2.77M | Sell |
9,464
-2,244
| -19% | -$656K | ﹤0.01% | 1283 |
|
2020
Q2 | $2.63M | Buy |
11,708
+4,399
| +60% | +$987K | ﹤0.01% | 1202 |
|
2020
Q1 | $973K | Buy |
7,309
+587
| +9% | +$78.1K | ﹤0.01% | 1623 |
|
2019
Q4 | $1.07M | Buy |
6,722
+1,434
| +27% | +$227K | ﹤0.01% | 1787 |
|
2019
Q3 | $802K | Buy |
5,288
+188
| +4% | +$28.5K | ﹤0.01% | 1889 |
|
2019
Q2 | $870K | Buy |
5,100
+875
| +21% | +$149K | ﹤0.01% | 1823 |
|
2019
Q1 | $702K | Sell |
4,225
-4,352
| -51% | -$723K | ﹤0.01% | 1918 |
|
2018
Q4 | $1.08M | Buy |
8,577
+4,706
| +122% | +$591K | ﹤0.01% | 1470 |
|
2018
Q3 | $584K | Buy |
3,871
+304
| +9% | +$45.9K | ﹤0.01% | 2100 |
|
2018
Q2 | $447K | Buy |
+3,567
| New | +$447K | ﹤0.01% | 2278 |
|
2018
Q1 | – | Sell |
-6,462
| Closed | -$571K | – | 3197 |
|
2017
Q4 | $571K | Sell |
6,462
-124
| -2% | -$11K | ﹤0.01% | 1929 |
|
2017
Q3 | $554K | Buy |
+6,586
| New | +$554K | ﹤0.01% | 1855 |
|