Rise Advisors’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
Q3
$1.28K Hold
2025
Q2
$988 Hold
2025
Q1
$844 Hold
2024
Q4
$962 Hold
2024
Q3
$690 Hold
2024
Q2
$870 Buy