Regal Investment 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 | $679K | Buy |
1,220
+201
| +20% | +$112K | 0.05% | 296 |
|
|
2025
Q1 | $582K | Sell |
1,019
-415
| -29% | -$237K | 0.05% | 294 |
|
|
2024
Q4 | $999K | Buy |
1,434
+149
| +12% | +$104K | 0.08% | 228 |
|
|
2024
Q3 | $683K | Sell |
1,285
-1
| -0.1% | -$532 | 0.05% | 297 |
|
|
2024
Q2 | $758K | Sell |
1,286
-9
| -0.7% | -$5.31K | 0.05% | 297 |
|
|
2024
Q1 | $811K | Sell |
1,295
-9
| -0.7% | -$5.64K | 0.06% | 276 |
|
|
2023
Q4 | $757K | Sell |
1,304
-5
| -0.4% | -$2.9K | 0.06% | 264 |
|
|
2023
Q3 | $645K | Sell |
1,309
-256
| -16% | -$126K | 0.05% | 252 |
|
|
2023
Q2 | $833K | Buy |
1,565
+526
| +51% | +$280K | 0.07% | 220 |
|
|
2023
Q1 | $445K | Buy |
+1,039
| New | +$445K | 0.04% | 303 |
|