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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $446K | Buy |
67,811
+2,265
| +3% | +$14.9K | ﹤0.01% | 4865 |
|
|
2025
Q4 | $378K | Buy |
65,546
+4,620
| +8% | +$28.2K | ﹤0.01% | 4967 |
|
|
2025
Q3 | $391K | Buy |
60,926
+3,961
| +7% | +$22.9K | ﹤0.01% | 4837 |
|
|
2025
Q2 | $281K | Buy |
56,965
+5,401
| +10% | +$23.3K | ﹤0.01% | 4818 |
|
|
2025
Q1 | $218K | Buy |
51,564
+4,662
| +10% | +$22.5K | ﹤0.01% | 4805 |
|
|
2024
Q4 | $226K | Sell |
46,902
-1,149
| -2% | -$5.2K | ﹤0.01% | 4742 |
|
|
2024
Q3 | $166K | Buy |
48,051
+569
| +1% | +$2.39K | ﹤0.01% | 4778 |
|
|
2024
Q2 | $207K | Buy |
47,482
+1,001
| +2% | +$4.87K | ﹤0.01% | 4546 |
|
|
2024
Q1 | $271K | Buy |
46,481
+1,127
| +2% | +$7K | ﹤0.01% | 4286 |
|
|
2023
Q4 | $280K | Buy |
45,354
+69
| +0.2% | +$407 | ﹤0.01% | 4147 |
|
|
2023
Q3 | $281K | Sell |
45,285
-2,386
| -5% | -$15.8K | ﹤0.01% | 3977 |
|
|
2023
Q2 | $321K | Sell |
47,671
-917
| -2% | -$6.04K | ﹤0.01% | 3792 |
|
|
2023
Q1 | $330K | Sell |
48,588
-973
| -2% | -$6.75K | ﹤0.01% | 3666 |
|
|
2022
Q4 | $313K | Sell |
49,561
-4,098
| -8% | -$26.6K | ﹤0.01% | 3618 |
|
|
2022
Q3 | $313K | Buy |
53,659
+4,670
| +10% | +$29.1K | ﹤0.01% | 3543 |
|
|
2022
Q2 | $274K | Buy |
+48,989
| New | +$312K | ﹤0.01% | 3699 |
|
|
2022
Q1 | – | Sell |
-44,868
| Closed | -$359K | – | 4223 |
|
|
2021
Q4 | $359K | Sell |
44,868
-882
| -2% | -$7.6K | ﹤0.01% | 3559 |
|
|
2021
Q3 | $427K | Buy |
45,750
+2,304
| +5% | +$19.4K | ﹤0.01% | 3364 |
|
|
2021
Q2 | $414K | Buy |
43,446
+2,983
| +7% | +$29.3K | ﹤0.01% | 3314 |
|
|
2021
Q1 | $378K | Buy |
40,463
+908
| +2% | +$7.4K | ﹤0.01% | 3276 |
|
|
2020
Q4 | $292K | Buy |
+39,555
| New | +$200K | ﹤0.01% | 3216 |
|
Other funds holding CTOS
PEA
CWA
VCM
