Enterprise Financial Services Corp (EFSC)’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 | $288K | Buy |
2,911
+49
| +2% | +$4.85K | 0.15% | 119 |
|
|
2025
Q1 | $295K | Sell |
2,862
-32
| -1% | -$3.3K | 0.17% | 106 |
|
|
2024
Q4 | $268K | Hold |
2,894
| – | – | 0.15% | 120 |
|
|
2024
Q3 | $301K | Sell |
2,894
-38
| -1% | -$3.95K | 0.18% | 114 |
|
|
2024
Q2 | $282K | Sell |
2,932
-181
| -6% | -$17.4K | 0.17% | 117 |
|
|
2024
Q1 | $309K | Sell |
3,113
-335
| -10% | -$33.3K | 0.19% | 116 |
|
|
2023
Q4 | $308K | Sell |
3,448
-3
| -0.1% | -$268 | 0.19% | 116 |
|
|
2023
Q3 | $277K | Sell |
3,451
-234
| -6% | -$18.8K | 0.19% | 111 |
|
|
2023
Q2 | $328K | Sell |
3,685
-122
| -3% | -$10.9K | 0.21% | 101 |
|
|
2023
Q1 | $321K | Sell |
3,807
-125
| -3% | -$10.6K | 0.21% | 101 |
|
|
2022
Q4 | $308K | Sell |
3,932
-30
| -0.8% | -$2.35K | 0.21% | 107 |
|
|
2022
Q3 | $253K | Sell |
3,962
-1,113
| -22% | -$71.1K | 0.19% | 115 |
|
|
2022
Q2 | $359K | Buy |
5,075
+410
| +9% | +$29K | 0.07% | 179 |
|
|
2022
Q1 | $359K | Sell |
4,665
-83
| -2% | -$6.39K | 0.06% | 209 |
|
|
2021
Q4 | $413K | Sell |
4,748
-420
| -8% | -$36.5K | 0.06% | 202 |
|
|
2021
Q3 | $425K | Buy |
5,168
+544
| +12% | +$44.7K | 0.06% | 205 |
|
|
2021
Q2 | $378K | Hold |
4,624
| – | – | 0.06% | 166 |
|
|
2021
Q1 | $316K | Sell |
4,624
-13
| -0.3% | -$888 | 0.06% | 171 |
|
|
2020
Q4 | $313K | Sell |
4,637
-4
| -0.1% | -$270 | 0.06% | 163 |
|
|
2020
Q3 | $289K | Hold |
4,641
| – | – | 0.06% | 163 |
|
|
2020
Q2 | $264K | Buy |
+4,641
| New | +$264K | 0.06% | 174 |
|