Steward Partners Investment Advisory’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
1,961
+39
| +2% | +$21.7K | 0.01% | 954 |
|
|
2025
Q1 | $1.1M | Buy |
1,922
+354
| +23% | +$202K | 0.01% | 887 |
|
|
2024
Q4 | $1.09M | Buy |
1,568
+6
| +0.4% | +$4.18K | 0.01% | 846 |
|
|
2024
Q3 | $830K | Buy |
1,562
+521
| +50% | +$277K | 0.01% | 925 |
|
|
2024
Q2 | $614K | Sell |
1,041
-45
| -4% | -$26.5K | 0.01% | 975 |
|
|
2024
Q1 | $680K | Buy |
1,086
+45
| +4% | +$28.2K | 0.01% | 933 |
|
|
2023
Q4 | $604K | Sell |
1,041
-19
| -2% | -$11K | 0.01% | 914 |
|
|
2023
Q3 | $522K | Buy |
1,060
+188
| +22% | +$92.6K | 0.01% | 907 |
|
|
2023
Q2 | $464K | Buy |
872
+8
| +0.9% | +$4.26K | 0.01% | 966 |
|
|
2023
Q1 | $370K | Sell |
864
-254
| -23% | -$109K | 0.01% | 1033 |
|
|
2022
Q4 | $323K | Buy |
1,118
+281
| +34% | +$81.2K | 0.01% | 1056 |
|
|
2022
Q3 | $226K | Buy |
837
+146
| +21% | +$39.4K | ﹤0.01% | 1154 |
|
|
2022
Q2 | $208K | Sell |
691
-12
| -2% | -$3.61K | ﹤0.01% | 1193 |
|
|
2022
Q1 | $334K | Sell |
703
-120
| -15% | -$57K | 0.01% | 1078 |
|
|
2021
Q4 | $542K | Sell |
823
-55
| -6% | -$36.2K | 0.01% | 908 |
|
|
2021
Q3 | $594K | Buy |
878
+473
| +117% | +$320K | 0.01% | 851 |
|
|
2021
Q2 | $236K | Buy |
405
+6
| +2% | +$3.5K | ﹤0.01% | 1431 |
|
|
2021
Q1 | $181K | Buy |
399
+112
| +39% | +$50.9K | ﹤0.01% | 1346 |
|
|
2020
Q4 | $114K | Buy |
287
+237
| +474% | +$94.1K | ﹤0.01% | 1313 |
|
|
2020
Q3 | $15K | Sell |
50
-52
| -51% | -$15.6K | ﹤0.01% | 1980 |
|
|
2020
Q2 | $23K | Buy |
102
+5
| +5% | +$1.13K | ﹤0.01% | 1719 |
|
|
2020
Q1 | $12K | Hold |
97
| – | – | ﹤0.01% | 1789 |
|
|
2019
Q4 | $15K | Sell |
97
-365
| -79% | -$56.4K | ﹤0.01% | 1863 |
|
|
2019
Q3 | $70K | Buy |
462
+400
| +645% | +$60.6K | ﹤0.01% | 1217 |
|
|
2019
Q2 | $10K | Buy |
+62
| New | +$10K | ﹤0.01% | 1980 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$8K | – | 1377 |
|
|
2018
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 1962 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 1930 |
|
|
2018
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 1785 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 1565 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1339 |
|
|
2017
Q1 | $3K | Sell |
50
-50
| -50% | -$3K | ﹤0.01% | 1235 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 685 |
|