Atlantic Union Bankshares’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 | $5.75M | Buy |
58,088
+18,881
| +48% | +$1.87M | 0.13% | 154 |
|
|
2025
Q1 | $4.05M | Sell |
39,207
-163
| -0.4% | -$16.8K | 0.24% | 98 |
|
|
2024
Q4 | $3.65M | Buy |
39,370
+682
| +2% | +$63.2K | 0.21% | 107 |
|
|
2024
Q3 | $4.02M | Buy |
38,688
+2,316
| +6% | +$241K | 0.23% | 106 |
|
|
2024
Q2 | $3.5M | Buy |
36,372
+7,286
| +25% | +$701K | 0.22% | 102 |
|
|
2024
Q1 | $2.89M | Buy |
29,086
+2,160
| +8% | +$214K | 0.24% | 90 |
|
|
2023
Q4 | $2.41M | Buy |
26,926
+2,224
| +9% | +$199K | 0.22% | 100 |
|
|
2023
Q3 | $1.98M | Buy |
24,702
+3,179
| +15% | +$255K | 0.2% | 106 |
|
|
2023
Q2 | $1.92M | Buy |
21,523
+13,170
| +158% | +$1.17M | 0.19% | 112 |
|
|
2023
Q1 | $705K | Buy |
+8,353
| New | +$705K | 0.07% | 160 |
|
|
2022
Q4 | – | Sell |
-3,310
| Closed | -$211K | – | 261 |
|
|
2022
Q3 | $211K | Sell |
3,310
-4,750
| -59% | -$303K | 0.02% | 241 |
|
|
2022
Q2 | $570K | Sell |
8,060
-134
| -2% | -$9.48K | 0.06% | 169 |
|
|
2022
Q1 | $631K | Sell |
8,194
-562
| -6% | -$43.3K | 0.06% | 177 |
|
|
2021
Q4 | $762K | Sell |
8,756
-575
| -6% | -$50K | 0.06% | 162 |
|
|
2021
Q3 | $768K | Sell |
9,331
-151
| -2% | -$12.4K | 0.07% | 163 |
|
|
2021
Q2 | $776K | Sell |
9,482
-688
| -7% | -$56.3K | 0.08% | 164 |
|
|
2021
Q1 | $696K | Sell |
10,170
-4,246
| -29% | -$291K | 0.07% | 163 |
|
|
2020
Q4 | $974K | Sell |
14,416
-554
| -4% | -$37.4K | 0.1% | 142 |
|
|
2020
Q3 | $934K | Sell |
14,970
-1,118
| -7% | -$69.8K | 0.11% | 137 |
|
|
2020
Q2 | $915K | Buy |
+16,088
| New | +$915K | 0.11% | 142 |
|