SIP
Stoneridge Investment Partners’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Hold |
30,335
| – | – | 0.11% | 96 |
|
|
2025
Q1 | $128K | Hold |
30,335
| – | – | 0.11% | 88 |
|
|
2024
Q4 | $146K | Buy |
30,335
+5,478
| +22% | +$26.4K | 0.05% | 110 |
|
|
2024
Q3 | $86K | Buy |
24,857
+135
| +0.5% | +$467 | 0.03% | 106 |
|
|
2024
Q2 | $108K | Hold |
24,722
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $144K | Buy |
+24,722
| New | +$144K | 0.05% | 104 |
|