First Citizens 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 | $295K | Sell |
2,978
-361
| -11% | -$35.7K | 0.01% | 532 |
|
|
2025
Q1 | $345K | Buy |
3,339
+22
| +0.7% | +$2.27K | 0.01% | 360 |
|
|
2024
Q4 | $307K | Buy |
3,317
+12
| +0.4% | +$1.11K | 0.01% | 382 |
|
|
2024
Q3 | $344K | Sell |
3,305
-295
| -8% | -$30.7K | 0.01% | 359 |
|
|
2024
Q2 | $347K | Sell |
3,600
-30
| -0.8% | -$2.89K | 0.01% | 356 |
|
|
2024
Q1 | $360K | Buy |
3,630
+1,275
| +54% | +$127K | 0.01% | 349 |
|
|
2023
Q4 | $211K | Sell |
2,355
-339
| -13% | -$30.3K | ﹤0.01% | 342 |
|
|
2023
Q3 | $216K | Hold |
2,694
| – | – | ﹤0.01% | 328 |
|
|
2023
Q2 | $240K | Sell |
2,694
-96
| -3% | -$8.55K | ﹤0.01% | 317 |
|
|
2023
Q1 | $235K | Sell |
2,790
-150
| -5% | -$12.7K | ﹤0.01% | 301 |
|
|
2022
Q4 | $230K | Buy |
+2,940
| New | +$230K | 0.01% | 292 |
|
|
2022
Q3 | – | Sell |
-2,950
| Closed | -$208K | – | 369 |
|
|
2022
Q2 | $208K | Buy |
+2,950
| New | +$208K | 0.01% | 372 |
|
|
2020
Q4 | – | Sell |
-26,922
| Closed | -$1.68M | – | 398 |
|
|
2020
Q3 | $1.68M | Sell |
26,922
-2,221
| -8% | -$139K | 0.12% | 139 |
|
|
2020
Q2 | $1.66M | Buy |
+29,143
| New | +$1.66M | 0.14% | 138 |
|