SEI Investments’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 | $605K | Buy |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $722K | Sell |
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|
2023
Q4 | $839K | Sell |
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|
2023
Q3 | $875K | Buy |
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|
2023
Q2 | $854K | Buy |
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|
2023
Q1 | $755K | Buy |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $220K | Buy |
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|
2021
Q4 | $206K | Buy |
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|
2021
Q3 | $170K | Buy |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $125K | Buy |
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