SageView Advisory Group’s HubSpot HUBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-389
Closed -$222K 625
2025
Q1
$222K Sell
389
-91
-19% -$52K 0.01% 550
2024
Q4
$334K Buy
+480
New +$334K 0.01% 426