HBK Sorce Advisory’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 | $340K | Buy |
3,430
+35
| +1% | +$3.47K | 0.01% | 427 |
|
|
2025
Q1 | $350K | Sell |
3,395
-427
| -11% | -$44.1K | 0.01% | 414 |
|
|
2024
Q4 | $354K | Buy |
3,822
+18
| +0.5% | +$1.67K | 0.01% | 411 |
|
|
2024
Q3 | $395K | Sell |
3,804
-268
| -7% | -$27.9K | 0.01% | 395 |
|
|
2024
Q2 | $392K | Sell |
4,072
-480
| -11% | -$46.2K | 0.01% | 377 |
|
|
2024
Q1 | $452K | Buy |
4,552
+796
| +21% | +$79K | 0.02% | 357 |
|
|
2023
Q4 | $336K | Sell |
3,756
-297
| -7% | -$26.6K | 0.01% | 395 |
|
|
2023
Q3 | $326K | Sell |
4,053
-126
| -3% | -$10.1K | 0.01% | 393 |
|
|
2023
Q2 | $372K | Buy |
4,179
+43
| +1% | +$3.83K | 0.02% | 390 |
|
|
2023
Q1 | $349K | Sell |
4,136
-3,970
| -49% | -$335K | 0.02% | 400 |
|
|
2022
Q4 | $635K | Buy |
8,106
+4,565
| +129% | +$358K | 0.02% | 370 |
|
|
2022
Q3 | $226K | Buy |
3,541
+221
| +7% | +$14.1K | 0.02% | 429 |
|
|
2022
Q2 | $235K | Sell |
3,320
-239
| -7% | -$16.9K | 0.02% | 389 |
|
|
2022
Q1 | $274K | Sell |
3,559
-41
| -1% | -$3.16K | 0.02% | 421 |
|
|
2021
Q4 | $313K | Buy |
3,600
+198
| +6% | +$17.2K | 0.02% | 439 |
|
|
2021
Q3 | $280K | Sell |
3,402
-84
| -2% | -$6.91K | 0.02% | 462 |
|
|
2021
Q2 | $285K | Sell |
3,486
-15
| -0.4% | -$1.23K | 0.02% | 459 |
|
|
2021
Q1 | $240K | Buy |
3,501
+290
| +9% | +$19.9K | 0.01% | 466 |
|
|
2020
Q4 | $217K | Buy |
+3,211
| New | +$217K | 0.01% | 457 |
|