Concourse Financial Group Securities’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,452
| Closed | -$139K | – | 5798 |
|
|
2024
Q4 | $139K | Sell |
1,452
-222
| -13% | -$21.2K | 0.01% | 848 |
|
|
2024
Q3 | $174K | Sell |
1,674
-56
| -3% | -$5.82K | 0.01% | 763 |
|
|
2024
Q2 | $167K | Buy |
1,730
+31
| +2% | +$2.98K | 0.01% | 746 |
|
|
2024
Q1 | $169K | Sell |
1,699
-82
| -5% | -$8.14K | 0.01% | 729 |
|
|
2023
Q4 | $159K | Buy |
1,781
+7
| +0.4% | +$626 | 0.01% | 735 |
|
|
2023
Q3 | $142K | Sell |
1,774
-8
| -0.4% | -$642 | 0.01% | 728 |
|
|
2023
Q2 | $159K | Buy |
1,782
+103
| +6% | +$9.17K | 0.01% | 715 |
|
|
2023
Q1 | $142K | Buy |
1,679
+42
| +3% | +$3.55K | 0.01% | 755 |
|
|
2022
Q4 | $128K | Buy |
1,637
+55
| +3% | +$4.31K | 0.01% | 759 |
|
|
2022
Q3 | $101K | Buy |
1,582
+83
| +6% | +$5.3K | 0.01% | 719 |
|
|
2022
Q2 | $106K | Buy |
1,499
+27
| +2% | +$1.91K | 0.01% | 787 |
|
|
2022
Q1 | $113K | Sell |
1,472
-13,389
| -90% | -$1.03M | 0.01% | 814 |
|
|
2021
Q4 | $1.29M | Sell |
14,861
-520
| -3% | -$45.3K | 0.07% | 267 |
|
|
2021
Q3 | $1.27M | Buy |
15,381
+2,092
| +16% | +$172K | 0.08% | 254 |
|
|
2021
Q2 | $1.09M | Sell |
13,289
-90
| -0.7% | -$7.36K | 0.07% | 277 |
|
|
2021
Q1 | $916K | Sell |
13,379
-383
| -3% | -$26.2K | 0.06% | 288 |
|
|
2020
Q4 | $930K | Buy |
13,762
+77
| +0.6% | +$5.2K | 0.07% | 251 |
|
|
2020
Q3 | $854K | Sell |
13,685
-1,260
| -8% | -$78.6K | 0.07% | 221 |
|
|
2020
Q2 | $850K | Buy |
+14,945
| New | +$850K | 0.08% | 194 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 4679 |
|