Ownership history in STIFEL FINANCIAL CORP · 6 quarters on record
This page tracks every 13F SEC filing in which STIFEL FINANCIAL CORP reported a position in CUSTOM TRUCK ONE SOURCE INC (CTOS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 28,052 | +13,000 | +86.4% | 0.00% | $180K | $6.42 |
| 2025 Q2 | REDUCED | 15,052 | -87 | -0.6% | 0.00% | $74K | $4.94 |
| 2025 Q1 | ADDED | 15,139 | +4,069 | +36.8% | 0.00% | $64K | $4.22 |
| 2024 Q4 | ADDED | 11,070 | +1,036 | +10.3% | 0.00% | $53K | $4.81 |
| 2024 Q3 | REDUCED | 10,034 | -6 | -0.1% | 0.00% | $35K | $3.45 |
| 2024 Q2 | INITIATED | 10,040 | — | — | 0.00% | $44K | — |
As of 2025 Q4 — sorted by position size