LPL Financial’s Custom Truck One Source CTOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $166K | Buy |
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|
2024
Q2 | $207K | Buy |
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|
2024
Q1 | $271K | Buy |
|
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|
2023
Q4 | $280K | Buy |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $313K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $414K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $292K | Buy |
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