LPL 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 | $281K | Buy |
56,965
+5,401
| +10% | +$26.7K | ﹤0.01% | 4703 |
|
|
2025
Q1 | $218K | Buy |
51,564
+4,662
| +10% | +$19.7K | ﹤0.01% | 4685 |
|
|
2024
Q4 | $226K | Sell |
46,902
-1,149
| -2% | -$5.53K | ﹤0.01% | 4632 |
|
|
2024
Q3 | $166K | Buy |
48,051
+569
| +1% | +$1.96K | ﹤0.01% | 4675 |
|
|
2024
Q2 | $207K | Buy |
47,482
+1,001
| +2% | +$4.35K | ﹤0.01% | 4452 |
|
|
2024
Q1 | $271K | Buy |
46,481
+1,127
| +2% | +$6.56K | ﹤0.01% | 4220 |
|
|
2023
Q4 | $280K | Buy |
45,354
+69
| +0.2% | +$426 | ﹤0.01% | 4089 |
|
|
2023
Q3 | $281K | Sell |
45,285
-2,386
| -5% | -$14.8K | ﹤0.01% | 3930 |
|
|
2023
Q2 | $321K | Sell |
47,671
-917
| -2% | -$6.18K | ﹤0.01% | 3748 |
|
|
2023
Q1 | $330K | Sell |
48,588
-973
| -2% | -$6.61K | ﹤0.01% | 3644 |
|
|
2022
Q4 | $313K | Sell |
49,561
-4,098
| -8% | -$25.9K | ﹤0.01% | 3599 |
|
|
2022
Q3 | $313K | Buy |
53,659
+4,670
| +10% | +$27.2K | ﹤0.01% | 3522 |
|
|
2022
Q2 | $274K | Buy |
+48,989
| New | +$274K | ﹤0.01% | 3674 |
|
|
2022
Q1 | – | Sell |
-44,868
| Closed | -$359K | – | 4205 |
|
|
2021
Q4 | $359K | Sell |
44,868
-882
| -2% | -$7.06K | ﹤0.01% | 3548 |
|
|
2021
Q3 | $427K | Buy |
45,750
+2,304
| +5% | +$21.5K | ﹤0.01% | 3348 |
|
|
2021
Q2 | $414K | Buy |
43,446
+2,983
| +7% | +$28.4K | ﹤0.01% | 3303 |
|
|
2021
Q1 | $378K | Buy |
40,463
+908
| +2% | +$8.48K | ﹤0.01% | 3264 |
|
|
2020
Q4 | $292K | Buy |
+39,555
| New | +$292K | ﹤0.01% | 3204 |
|