Sigma Planning Corp’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,444
Closed -$1.44M 1235
2024
Q2
$1.44M Sell
2,444
-37
-1% -$21.8K 0.05% 370
2024
Q1
$1.55M Buy
2,481
+616
+33% +$386K 0.05% 376
2023
Q4
$1.08M Sell
1,865
-553
-23% -$321K 0.08% 254
2023
Q3
$1.19M Buy
2,418
+45
+2% +$22.2K 0.04% 403
2023
Q2
$1.26M Sell
2,373
-92
-4% -$49K 0.05% 391
2023
Q1
$1.06M Buy
2,465
+125
+5% +$53.6K 0.04% 490
2022
Q4
$677K Sell
2,340
-75
-3% -$21.7K 0.02% 643
2022
Q3
$652K Sell
2,415
-56
-2% -$15.1K 0.02% 623
2022
Q2
$743K Sell
2,471
-56
-2% -$16.8K 0.03% 589
2022
Q1
$1.2M Sell
2,527
-6
-0.2% -$2.85K 0.04% 469
2021
Q4
$1.67M Sell
2,533
-1,713
-40% -$1.13M 0.05% 368
2021
Q3
$2.87M Buy
4,246
+1,809
+74% +$1.22M 0.09% 243
2021
Q2
$1.42M Buy
2,437
+1,298
+114% +$756K 0.04% 429
2021
Q1
$517K Buy
+1,139
New +$517K 0.02% 746