LPL Financial’s CubeSmart CUBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.95M | Buy |
134,998
+27,593
| +26% | +$1.06M | ﹤0.01% | 2631 |
|
|
2025
Q4 | $3.87M | Sell |
107,405
-2,089
| -2% | -$79.4K | ﹤0.01% | 2774 |
|
|
2025
Q3 | $4.45M | Sell |
109,494
-5,352
| -5% | -$218K | ﹤0.01% | 2580 |
|
|
2025
Q2 | $4.88M | Sell |
114,846
-11,726
| -9% | -$486K | ﹤0.01% | 2333 |
|
|
2025
Q1 | $5.41M | Buy |
126,572
+17,962
| +17% | +$751K | ﹤0.01% | 2083 |
|
|
2024
Q4 | $4.65M | Buy |
108,610
+17,518
| +19% | +$840K | ﹤0.01% | 2138 |
|
|
2024
Q3 | $4.9M | Buy |
91,092
+2,474
| +3% | +$123K | ﹤0.01% | 2008 |
|
|
2024
Q2 | $4M | Buy |
88,618
+3,072
| +4% | +$132K | ﹤0.01% | 2033 |
|
|
2024
Q1 | $3.87M | Sell |
85,546
-2,329
| -3% | -$103K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $4.07M | Buy |
87,875
+4,966
| +6% | +$195K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $3.16M | Buy |
82,909
+1,464
| +2% | +$61.8K | ﹤0.01% | 1917 |
|
|
2023
Q2 | $3.64M | Buy |
81,445
+1,912
| +2% | +$86.8K | ﹤0.01% | 1777 |
|
|
2023
Q1 | $3.68M | Buy |
79,533
+45,911
| +137% | +$2.06M | ﹤0.01% | 1704 |
|
|
2022
Q4 | $1.35M | Sell |
33,622
-517
| -2% | -$20.8K | ﹤0.01% | 2404 |
|
|
2022
Q3 | $1.37M | Buy |
34,139
+1,366
| +4% | +$61.6K | ﹤0.01% | 2285 |
|
|
2022
Q2 | $1.4M | Sell |
32,773
-358
| -1% | -$16.5K | ﹤0.01% | 2298 |
|
|
2022
Q1 | $1.72M | Sell |
33,131
-11,775
| -26% | -$596K | ﹤0.01% | 2175 |
|
|
2021
Q4 | $2.56M | Buy |
44,906
+956
| +2% | +$51.4K | ﹤0.01% | 1912 |
|
|
2021
Q3 | $2.13M | Buy |
43,950
+17,143
| +64% | +$865K | ﹤0.01% | 1993 |
|
|
2021
Q2 | $1.24M | Buy |
26,807
+4,093
| +18% | +$177K | ﹤0.01% | 2385 |
|
|
2021
Q1 | $859K | Buy |
22,714
+379
| +2% | +$13.6K | ﹤0.01% | 2530 |
|
|
2020
Q4 | $751K | Sell |
22,335
-1,040
| -4% | -$34.8K | ﹤0.01% | 2417 |
|
|
2020
Q3 | $755K | Buy |
23,375
+348
| +2% | +$10.5K | ﹤0.01% | 2148 |
|
|
2020
Q2 | $621K | Buy |
23,027
+7,462
| +48% | +$197K | ﹤0.01% | 2196 |
|
|
2020
Q1 | $417K | Buy |
15,565
+307
| +2% | +$9.22K | ﹤0.01% | 2214 |
|
|
2019
Q4 | $480K | Buy |
15,258
+248
| +2% | +$7.96K | ﹤0.01% | 2408 |
|
|
2019
Q3 | $524K | Buy |
15,010
+3,694
| +33% | +$129K | ﹤0.01% | 2224 |
|
|
2019
Q2 | $378K | Buy |
11,316
+2,375
| +27% | +$78K | ﹤0.01% | 2505 |
|
|
2019
Q1 | $286K | Buy |
8,941
+928
| +12% | +$28.2K | ﹤0.01% | 2678 |
|
|
2018
Q4 | $230K | Buy |
+8,013
| New | +$235K | ﹤0.01% | 2699 |
|
|
2018
Q1 | – | Sell |
-14,637
| Closed | -$423K | – | 3201 |
|
|
2017
Q4 | $423K | Buy |
14,637
+4,480
| +44% | +$125K | ﹤0.01% | 2200 |
|
|
2017
Q3 | $264K | Buy |
+10,157
| New | +$251K | ﹤0.01% | 2469 |
|
Other funds holding CUBE
VPM
VCM
