Cetera Investment Advisers’s Custom Truck One Source CTOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$293K Buy
59,349
+1,006
+2% +$4.97K ﹤0.01% 3413
2025
Q1
$246K Buy
58,343
+31,684
+119% +$134K ﹤0.01% 3435
2024
Q4
$128K Buy
26,659
+16,432
+161% +$79K ﹤0.01% 3529
2024
Q3
$35.3K Sell
10,227
-213
-2% -$735 ﹤0.01% 3620
2024
Q2
$45.4K Sell
10,440
-2,619
-20% -$11.4K ﹤0.01% 3602
2024
Q1
$76K Buy
+13,059
New +$76K ﹤0.01% 3536