Stifel Financial
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Stifel Financial’s Custom Truck One Source CTOS Stock Holding History

Stifel Financial’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,052
Closed -$180K – 3593
2025
Q3 		$180K Buy
28,052
+13,000
+86% +$75.3K ﹤0.01% 3371
2025
Q2 		$74.4K Sell
15,052
-87
-0.6% -$375 ﹤0.01% 3383
2025
Q1 		$63.9K Buy
15,139
+4,069
+37% +$19.6K ﹤0.01% 3328
2024
Q4 		$53.2K Buy
11,070
+1,036
+10% +$4.69K ﹤0.01% 3311
2024
Q3 		$34.6K Sell
10,034
-6
-0.1% -$25 ﹤0.01% 3319
2024
Q2 		$43.7K Buy
+10,040
New +$48.9K ﹤0.01% 3287
2019
Q3 		– Sell
-50,000
Closed -$512K – 2873
2019
Q2 		$512K Buy
+50,000
New +$513K ﹤0.01% 2189

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