Montag & Associates’s Hubbell HUBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$666K Buy
1,630
+30
+2% +$12.3K 0.03% 281
2025
Q1
$529K Sell
1,600
-2
-0.1% -$662 0.03% 306
2024
Q4
$671K Sell
1,602
-2
-0.1% -$838 0.03% 290
2024
Q3
$687K Hold
1,604
0.03% 285
2024
Q2
$586K Hold
1,604
0.03% 292
2024
Q1
$666K Buy
1,604
+1
+0.1% +$415 0.03% 290
2023
Q4
$527K Sell
1,603
-1
-0.1% -$329 0.03% 296
2023
Q3
$503K Sell
1,604
-3
-0.2% -$940 0.03% 286
2023
Q2
$533K Hold
1,607
0.03% 276
2023
Q1
$391K Buy
1,607
+2
+0.1% +$487 0.03% 311
2022
Q4
$377K Buy
1,605
+5
+0.3% +$1.17K 0.03% 299
2022
Q3
$357K Hold
1,600
0.02% 299
2022
Q2
$286K Hold
1,600
0.02% 323
2022
Q1
$294K Hold
1,600
0.02% 348
2021
Q4
$333K Hold
1,600
0.02% 335
2021
Q3
$289K Hold
1,600
0.02% 346
2021
Q2
$299K Hold
1,600
0.02% 343
2021
Q1
$299K Hold
1,600
0.02% 335
2020
Q4
$251K Buy
+1,600
New +$251K 0.02% 333