Stifel 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 | $74.4K | Sell |
15,052
-87
| -0.6% | -$430 | ﹤0.01% | 3383 |
|
|
2025
Q1 | $63.9K | Buy |
15,139
+4,069
| +37% | +$17.2K | ﹤0.01% | 3328 |
|
|
2024
Q4 | $53.2K | Buy |
11,070
+1,036
| +10% | +$4.98K | ﹤0.01% | 3311 |
|
|
2024
Q3 | $34.6K | Sell |
10,034
-6
| -0.1% | -$21 | ﹤0.01% | 3319 |
|
|
2024
Q2 | $43.7K | Buy |
+10,040
| New | +$43.7K | ﹤0.01% | 3287 |
|
|
2019
Q3 | – | Sell |
-50,000
| Closed | -$512K | – | 2873 |
|
|
2019
Q2 | $512K | Buy |
+50,000
| New | +$512K | ﹤0.01% | 2189 |
|