BOK 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 | $339K | Buy |
3,423
+268
| +8% | +$26.5K | 0.01% | 636 |
|
|
2025
Q1 | $326K | Sell |
3,155
-540
| -15% | -$55.7K | 0.01% | 636 |
|
|
2024
Q4 | $335K | Buy |
3,695
+10
| +0.3% | +$908 | 0.01% | 622 |
|
|
2024
Q3 | $384K | Sell |
3,685
-480
| -12% | -$50.1K | 0.01% | 612 |
|
|
2024
Q2 | $401K | Sell |
4,165
-263
| -6% | -$25.3K | 0.01% | 640 |
|
|
2024
Q1 | $436K | Buy |
4,428
+7
| +0.2% | +$690 | 0.01% | 587 |
|
|
2023
Q4 | $396K | Sell |
4,421
-2,858
| -39% | -$256K | 0.01% | 576 |
|
|
2023
Q3 | $562K | Sell |
7,279
-4,866
| -40% | -$376K | 0.01% | 522 |
|
|
2023
Q2 | $1.08M | Sell |
12,145
-737
| -6% | -$65.6K | 0.02% | 445 |
|
|
2023
Q1 | $1.09M | Sell |
12,882
-3,469
| -21% | -$293K | 0.02% | 445 |
|
|
2022
Q4 | $1.28M | Sell |
16,351
-914
| -5% | -$71.6K | 0.02% | 455 |
|
|
2022
Q3 | $1.1M | Sell |
17,265
-625
| -3% | -$39.9K | 0.02% | 487 |
|
|
2022
Q2 | $1.26M | Sell |
17,890
-1,776
| -9% | -$125K | 0.02% | 471 |
|
|
2022
Q1 | $1.51M | Buy |
19,666
+983
| +5% | +$75.7K | 0.03% | 475 |
|
|
2021
Q4 | $1.63M | Sell |
18,683
-252
| -1% | -$21.9K | 0.03% | 463 |
|
|
2021
Q3 | $1.56M | Buy |
+18,935
| New | +$1.56M | 0.03% | 458 |
|
|
2021
Q1 | $1.41M | Sell |
20,545
-15,938
| -44% | -$1.09M | 0.03% | 465 |
|
|
2020
Q4 | $2.46M | Sell |
36,483
-977
| -3% | -$66K | 0.05% | 327 |
|
|
2020
Q3 | $2.34M | Buy |
37,460
+20,280
| +118% | +$1.27M | 0.05% | 297 |
|
|
2020
Q2 | $977K | Buy |
+17,180
| New | +$977K | 0.02% | 463 |
|