Orion Portfolio Solutions’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $990K | Sell |
1,733
-2,128
| -55% | -$1.22M | 0.01% | 1091 |
|
|
2024
Q4 | $2.69M | Buy |
3,861
+66
| +2% | +$46K | 0.03% | 552 |
|
|
2024
Q3 | $2.02M | Sell |
3,795
-835
| -18% | -$444K | 0.02% | 684 |
|
|
2024
Q2 | $2.73M | Sell |
4,630
-197
| -4% | -$116K | 0.03% | 509 |
|
|
2024
Q1 | $3.02M | Buy |
4,827
+297
| +7% | +$186K | 0.03% | 473 |
|
|
2023
Q4 | $2.52M | Sell |
4,530
-662
| -13% | -$369K | 0.03% | 524 |
|
|
2023
Q3 | $2.56M | Sell |
5,192
-5,687
| -52% | -$2.8M | 0.03% | 508 |
|
|
2023
Q2 | $5.79M | Sell |
10,879
-428
| -4% | -$228K | 0.06% | 296 |
|
|
2023
Q1 | $4.85M | Buy |
+11,307
| New | +$4.85M | 0.06% | 282 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | -$3K | – | 1147 |
|
|
2020
Q2 | $3K | Buy |
14
+3
| +27% | +$643 | ﹤0.01% | 1647 |
|
|
2020
Q1 | $1K | Sell |
11
-14
| -56% | -$1.27K | ﹤0.01% | 1727 |
|
|
2019
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 1313 |
|