Allworth Financial’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
33,805
+1,447
| +4% | +$143K | 0.02% | 379 |
|
|
2025
Q1 | $3M | Buy |
32,358
+4,234
| +15% | +$393K | 0.02% | 334 |
|
|
2024
Q4 | $2.68M | Buy |
28,124
+23,654
| +529% | +$2.26M | 0.01% | 346 |
|
|
2024
Q3 | $465K | Buy |
4,470
+38
| +0.9% | +$3.95K | ﹤0.01% | 589 |
|
|
2024
Q2 | $433K | Sell |
4,432
-27
| -0.6% | -$2.64K | ﹤0.01% | 604 |
|
|
2024
Q1 | $443K | Buy |
4,459
+453
| +11% | +$45K | ﹤0.01% | 573 |
|
|
2023
Q4 | $359K | Sell |
4,006
-106
| -3% | -$9.49K | ﹤0.01% | 599 |
|
|
2023
Q3 | $330K | Buy |
4,112
+388
| +10% | +$31.2K | ﹤0.01% | 582 |
|
|
2023
Q2 | $331K | Sell |
3,724
-107
| -3% | -$9.52K | ﹤0.01% | 583 |
|
|
2023
Q1 | $323K | Buy |
3,831
+835
| +28% | +$70.5K | ﹤0.01% | 553 |
|
|
2022
Q4 | $235K | Buy |
2,996
+765
| +34% | +$59.9K | ﹤0.01% | 598 |
|
|
2022
Q3 | $142K | Sell |
2,231
-41
| -2% | -$2.61K | ﹤0.01% | 670 |
|
|
2022
Q2 | $161K | Buy |
2,272
+155
| +7% | +$11K | ﹤0.01% | 603 |
|
|
2022
Q1 | $163K | Buy |
2,117
+194
| +10% | +$14.9K | ﹤0.01% | 591 |
|
|
2021
Q4 | $167K | Buy |
1,923
+166
| +9% | +$14.4K | ﹤0.01% | 566 |
|
|
2021
Q3 | $145K | Buy |
1,757
+399
| +29% | +$32.9K | ﹤0.01% | 546 |
|
|
2021
Q2 | $111K | Buy |
1,358
+45
| +3% | +$3.68K | ﹤0.01% | 462 |
|
|
2021
Q1 | $90K | Buy |
1,313
+660
| +101% | +$45.2K | ﹤0.01% | 466 |
|
|
2020
Q4 | $44K | Sell |
653
-14
| -2% | -$943 | ﹤0.01% | 504 |
|
|
2020
Q3 | $42K | Sell |
667
-253
| -28% | -$15.9K | ﹤0.01% | 452 |
|
|
2020
Q2 | $52K | Buy |
+920
| New | +$52K | ﹤0.01% | 413 |
|