Citizens Financial Group’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	$304K	Buy	3,070 +289	+10%	+$28.6K	﹤0.01%	571
2025 Q1	$287K	Buy	2,781 +324	+13%	+$33.4K	0.01%	511
2024 Q4	$228K	Buy	+2,457	New	+$228K	﹤0.01%	528
2020 Q3	–	Sell	-5,517	Closed	-$314K	–	715
2020 Q2	$314K	Buy	+5,517	New	+$314K	0.02%	227