Hilltop Holdings’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 | $465K | Sell |
4,692
-222
| -5% | -$22K | 0.03% | 540 |
|
|
2025
Q1 | $507K | Sell |
4,914
-246
| -5% | -$25.4K | 0.03% | 505 |
|
|
2024
Q4 | $478K | Buy |
5,160
+1,564
| +43% | +$145K | 0.03% | 513 |
|
|
2024
Q3 | $374K | Buy |
3,596
+653
| +22% | +$67.9K | 0.02% | 581 |
|
|
2024
Q2 | $283K | Sell |
2,943
-77
| -3% | -$7.41K | 0.03% | 497 |
|
|
2024
Q1 | $300K | Buy |
3,020
+157
| +5% | +$15.6K | 0.03% | 502 |
|
|
2023
Q4 | $256K | Buy |
2,863
+264
| +10% | +$23.6K | 0.03% | 508 |
|
|
2023
Q3 | $209K | Sell |
2,599
-48
| -2% | -$3.86K | 0.02% | 528 |
|
|
2023
Q2 | $236K | Buy |
2,647
+216
| +9% | +$19.2K | 0.03% | 482 |
|
|
2023
Q1 | $205K | Buy |
+2,431
| New | +$205K | 0.03% | 496 |
|
|
2022
Q1 | – | Sell |
-2,369
| Closed | -$207K | – | 603 |
|
|
2021
Q4 | $207K | Sell |
2,369
-82
| -3% | -$7.17K | 0.02% | 556 |
|
|
2021
Q3 | $202K | Sell |
2,451
-120
| -5% | -$9.89K | 0.02% | 559 |
|
|
2021
Q2 | $210K | Buy |
+2,571
| New | +$210K | 0.02% | 536 |
|