Stonegate Investment Group’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$404K Sell
725
-52
-7% -$28.9K 0.01% 266
2025
Q1
$444K Sell
777
-74
-9% -$42.3K 0.01% 229
2024
Q4
$593K Sell
851
-3,834
-82% -$2.67M 0.02% 195
2024
Q3
$2.49M Buy
4,685
+110
+2% +$58.5K 0.07% 108
2024
Q2
$2.7M Buy
4,575
+242
+6% +$143K 0.08% 95
2024
Q1
$2.71M Sell
4,333
-62
-1% -$38.8K 0.09% 99
2023
Q4
$2.55M Buy
4,395
+102
+2% +$59.2K 0.08% 97
2023
Q3
$2.11M Sell
4,293
-144
-3% -$70.9K 0.08% 100
2023
Q2
$2.36M Hold
4,437
0.08% 99
2023
Q1
$1.9M Buy
4,437
+470
+12% +$202K 0.07% 113
2022
Q4
$1.15M Buy
3,967
+2,854
+256% +$825K 0.05% 132
2022
Q3
$301K Buy
1,113
+41
+4% +$11.1K 0.01% 222
2022
Q2
$322K Buy
1,072
+165
+18% +$49.6K 0.01% 223
2022
Q1
$431K Buy
907
+470
+108% +$223K 0.01% 180
2021
Q4
$288K Buy
+437
New +$288K 0.01% 217