Lindbrook Capital’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
Q1
$1.8K Sell
426
-69
-14% -$291 ﹤0.01% 2310
2024
Q4
$2.38K Sell
495
-477
-49% -$2.29K ﹤0.01% 2260
2024
Q3
$3.35K Buy
972
+775
+393% +$2.67K ﹤0.01% 2170
2024
Q2
$857 Buy
+197
New +$857 ﹤0.01% 2513
2023
Q4
Sell
-218
Closed -$1.35K 2724
2023
Q3
$1.35K Hold
218
﹤0.01% 2266
2023
Q2
$1.47K Hold
218
﹤0.01% 2269
2023
Q1
$1.48K Hold
218
﹤0.01% 2357
2022
Q4
$1.38K Hold
218
﹤0.01% 2384
2022
Q3
$1K Buy
+218
New +$1K ﹤0.01% 2285