CoreFirst Bank & Trust’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 | $61.7K | Buy |
+623
| New | +$61.7K | 0.03% | 201 |
|
|
2025
Q1 | – | Sell |
-623
| Closed | -$57.7K | – | 277 |
|
|
2024
Q4 | $57.7K | Hold |
623
| – | – | 0.03% | 205 |
|
|
2024
Q3 | $64.8K | Buy |
+623
| New | +$64.8K | 0.04% | 198 |
|
|
2024
Q2 | – | Sell |
-623
| Closed | -$61.8K | – | 288 |
|
|
2024
Q1 | $61.8K | Sell |
623
-10
| -2% | -$993 | 0.04% | 207 |
|
|
2023
Q4 | $56.6K | Hold |
633
| – | – | 0.04% | 215 |
|
|
2023
Q3 | $50.8K | Sell |
633
-79
| -11% | -$6.34K | 0.04% | 228 |
|
|
2023
Q2 | $63.4K | Sell |
712
-197
| -22% | -$17.5K | 0.04% | 208 |
|
|
2023
Q1 | $76.7K | Sell |
909
-110
| -11% | -$9.28K | 0.06% | 185 |
|
|
2022
Q4 | $79.8K | Hold |
1,019
| – | – | 0.06% | 194 |
|
|
2022
Q3 | $65K | Sell |
1,019
-1
| -0.1% | -$64 | 0.06% | 194 |
|
|
2022
Q2 | $72K | Buy |
1,020
+102
| +11% | +$7.2K | 0.06% | 183 |
|
|
2022
Q1 | $71K | Hold |
918
| – | – | 0.05% | 208 |
|
|
2021
Q4 | $80K | Hold |
918
| – | – | 0.05% | 207 |
|
|
2021
Q3 | $76K | Buy |
918
+86
| +10% | +$7.12K | 0.05% | 206 |
|
|
2021
Q2 | $68K | Sell |
832
-161
| -16% | -$13.2K | 0.05% | 223 |
|
|
2021
Q1 | $68K | Hold |
993
| – | – | 0.05% | 213 |
|
|
2020
Q4 | $67K | Buy |
+993
| New | +$67K | 0.05% | 193 |
|