LPL Financial
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LPL Financial’s CuriosityStream CURI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$214K Buy
38,014
+10,434
+38% +$58.7K ﹤0.01% 4900
2025
Q1
$73.9K Sell
27,580
-204
-0.7% -$547 ﹤0.01% 4965
2024
Q4
$42.5K Sell
27,784
-755
-3% -$1.16K ﹤0.01% 4994
2024
Q3
$54.5K Buy
28,539
+447
+2% +$854 ﹤0.01% 4883
2024
Q2
$32K Buy
28,092
+17,322
+161% +$19.7K ﹤0.01% 4791
2024
Q1
$11.5K Buy
10,770
+250
+2% +$268 ﹤0.01% 4802
2023
Q4
$5.68K Buy
+10,520
New +$5.68K ﹤0.01% 4710
2022
Q4
Sell
-11,750
Closed -$17K 4446
2022
Q3
$17K Sell
11,750
-300
-2% -$434 ﹤0.01% 4307
2022
Q2
$20K Sell
12,050
-2,806
-19% -$4.66K ﹤0.01% 4311
2022
Q1
$43K Buy
14,856
+3,449
+30% +$9.98K ﹤0.01% 4047
2021
Q4
$68K Sell
11,407
-279
-2% -$1.66K ﹤0.01% 4180
2021
Q3
$123K Buy
+11,686
New +$123K ﹤0.01% 4067