Stratos Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-561
| Closed | -$391K | – | 1431 |
|
|
2024
Q4 | $391K | Buy |
561
+7
| +1% | +$4.88K | 0.01% | 1030 |
|
|
2024
Q3 | $295K | Sell |
554
-32
| -5% | -$17K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $346K | Buy |
586
+24
| +4% | +$14.2K | 0.01% | 1040 |
|
|
2024
Q1 | $352K | Buy |
562
+70
| +14% | +$43.9K | 0.01% | 1028 |
|
|
2023
Q4 | $286K | Buy |
492
+10
| +2% | +$5.81K | 0.01% | 1104 |
|
|
2023
Q3 | $237K | Buy |
482
+19
| +4% | +$9.36K | 0.01% | 1103 |
|
|
2023
Q2 | $246K | Buy |
+463
| New | +$246K | 0.01% | 1025 |
|
|
2022
Q3 | – | Sell |
-677
| Closed | -$204K | – | 1176 |
|
|
2022
Q2 | $204K | Buy |
677
+28
| +4% | +$8.44K | 0.01% | 1077 |
|
|
2022
Q1 | $308K | Buy |
649
+18
| +3% | +$8.54K | 0.01% | 977 |
|
|
2021
Q4 | $416K | Buy |
631
+38
| +6% | +$25.1K | 0.01% | 875 |
|
|
2021
Q3 | $401K | Buy |
593
+138
| +30% | +$93.3K | 0.01% | 839 |
|
|
2021
Q2 | $265K | Buy |
455
+2
| +0.4% | +$1.17K | 0.01% | 1022 |
|
|
2021
Q1 | $206K | Sell |
453
-149
| -25% | -$67.8K | 0.01% | 1033 |
|
|
2020
Q4 | $239K | Buy |
+602
| New | +$239K | 0.01% | 935 |
|
|
2018
Q4 | – | Sell |
-123
| Closed | -$19K | – | 1568 |
|
|
2018
Q3 | $19K | Buy |
+123
| New | +$19K | ﹤0.01% | 1897 |
|
|
2018
Q2 | – | Sell |
-123
| Closed | -$13K | – | 1693 |
|
|
2018
Q1 | $13K | Hold |
123
| – | – | ﹤0.01% | 2194 |
|
|
2017
Q4 | $11K | Buy |
+123
| New | +$11K | ﹤0.01% | 2122 |
|