LPL Financial’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88M | Sell |
114,846
-11,726
| -9% | -$498K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $5.41M | Buy |
126,572
+17,962
| +17% | +$767K | ﹤0.01% | 2078 |
|
|
2024
Q4 | $4.65M | Buy |
108,610
+17,518
| +19% | +$751K | ﹤0.01% | 2130 |
|
|
2024
Q3 | $4.9M | Buy |
91,092
+2,474
| +3% | +$133K | ﹤0.01% | 2000 |
|
|
2024
Q2 | $4M | Buy |
88,618
+3,072
| +4% | +$139K | ﹤0.01% | 2023 |
|
|
2024
Q1 | $3.87M | Sell |
85,546
-2,329
| -3% | -$105K | ﹤0.01% | 1973 |
|
|
2023
Q4 | $4.07M | Buy |
87,875
+4,966
| +6% | +$230K | ﹤0.01% | 1817 |
|
|
2023
Q3 | $3.16M | Buy |
82,909
+1,464
| +2% | +$55.8K | ﹤0.01% | 1911 |
|
|
2023
Q2 | $3.64M | Buy |
81,445
+1,912
| +2% | +$85.4K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $3.68M | Buy |
79,533
+45,911
| +137% | +$2.12M | ﹤0.01% | 1701 |
|
|
2022
Q4 | $1.35M | Sell |
33,622
-517
| -2% | -$20.8K | ﹤0.01% | 2400 |
|
|
2022
Q3 | $1.37M | Buy |
34,139
+1,366
| +4% | +$54.7K | ﹤0.01% | 2282 |
|
|
2022
Q2 | $1.4M | Sell |
32,773
-358
| -1% | -$15.3K | ﹤0.01% | 2293 |
|
|
2022
Q1 | $1.72M | Sell |
33,131
-11,775
| -26% | -$613K | ﹤0.01% | 2169 |
|
|
2021
Q4 | $2.56M | Buy |
44,906
+956
| +2% | +$54.4K | ﹤0.01% | 1907 |
|
|
2021
Q3 | $2.13M | Buy |
43,950
+17,143
| +64% | +$830K | ﹤0.01% | 1986 |
|
|
2021
Q2 | $1.24M | Buy |
26,807
+4,093
| +18% | +$190K | ﹤0.01% | 2379 |
|
|
2021
Q1 | $859K | Buy |
22,714
+379
| +2% | +$14.3K | ﹤0.01% | 2523 |
|
|
2020
Q4 | $751K | Sell |
22,335
-1,040
| -4% | -$35K | ﹤0.01% | 2411 |
|
|
2020
Q3 | $755K | Buy |
23,375
+348
| +2% | +$11.2K | ﹤0.01% | 2137 |
|
|
2020
Q2 | $621K | Buy |
23,027
+7,462
| +48% | +$201K | ﹤0.01% | 2182 |
|
|
2020
Q1 | $417K | Buy |
15,565
+307
| +2% | +$8.23K | ﹤0.01% | 2210 |
|
|
2019
Q4 | $480K | Buy |
15,258
+248
| +2% | +$7.8K | ﹤0.01% | 2403 |
|
|
2019
Q3 | $524K | Buy |
15,010
+3,694
| +33% | +$129K | ﹤0.01% | 2221 |
|
|
2019
Q2 | $378K | Buy |
11,316
+2,375
| +27% | +$79.3K | ﹤0.01% | 2496 |
|
|
2019
Q1 | $286K | Buy |
8,941
+928
| +12% | +$29.7K | ﹤0.01% | 2664 |
|
|
2018
Q4 | $230K | Buy |
+8,013
| New | +$230K | ﹤0.01% | 2683 |
|
|
2018
Q1 | – | Sell |
-14,637
| Closed | -$423K | – | 3181 |
|
|
2017
Q4 | $423K | Buy |
14,637
+4,480
| +44% | +$129K | ﹤0.01% | 2184 |
|
|
2017
Q3 | $264K | Buy |
+10,157
| New | +$264K | ﹤0.01% | 2457 |
|