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Root Financial Partners’s HubSpot HUBS Stock Holding History

Root Financial Partners’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$708K Sell
1,272
-1,332
-51% -$741K 0.07% 92
2025
Q1 		$1.49M Buy
+2,604
New +$1.49M 0.16% 48