Allworth Financial’s Custom Truck One Source CTOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317 | Buy |
64
+11
| +21% | +$54 | ﹤0.01% | 4227 |
|
|
2025
Q1 | $226 | Hold |
53
| – | – | ﹤0.01% | 3838 |
|
|
2024
Q4 | $269 | Hold |
53
| – | – | ﹤0.01% | 3729 |
|
|
2024
Q3 | $183 | Hold |
53
| – | – | ﹤0.01% | 3614 |
|
|
2024
Q2 | $251 | Hold |
53
| – | – | ﹤0.01% | 3516 |
|
|
2024
Q1 | $309 | Buy |
53
+32
| +152% | +$187 | ﹤0.01% | 3393 |
|
|
2023
Q4 | $130 | Buy |
+21
| New | +$130 | ﹤0.01% | 3335 |
|