Independence Bank of Kentucky’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 | $80.3K | Hold |
811
| – | – | 0.01% | 359 |
|
|
2025
Q1 | $83.7K | Sell |
811
-90
| -10% | -$9.29K | 0.01% | 358 |
|
|
2024
Q4 | $83.4K | Hold |
901
| – | – | 0.01% | 356 |
|
|
2024
Q3 | $93.7K | Hold |
901
| – | – | 0.02% | 334 |
|
|
2024
Q2 | $86.7K | Hold |
901
| – | – | 0.02% | 309 |
|
|
2024
Q1 | $89.4K | Hold |
901
| – | – | 0.03% | 286 |
|
|
2023
Q4 | $80.6K | Buy |
901
+350
| +64% | +$31.3K | 0.03% | 275 |
|
|
2023
Q3 | $44.3K | Hold |
551
| – | – | 0.02% | 296 |
|
|
2023
Q2 | $49K | Hold |
551
| – | – | 0.02% | 291 |
|
|
2023
Q1 | $46.5K | Hold |
551
| – | – | 0.02% | 266 |
|
|
2022
Q4 | $43K | Buy |
551
+500
| +980% | +$39K | 0.02% | 268 |
|
|
2022
Q3 | $3K | Hold |
51
| – | – | ﹤0.01% | 398 |
|
|
2022
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 385 |
|
|
2022
Q1 | $4K | Hold |
51
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 375 |
|
|
2021
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 373 |
|
|
2021
Q2 | $4K | Hold |
51
| – | – | ﹤0.01% | 365 |
|
|
2021
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 367 |
|
|
2020
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 362 |
|
|
2020
Q3 | $3K | Sell |
51
-399
| -89% | -$23.5K | ﹤0.01% | 354 |
|
|
2020
Q2 | $26K | Buy |
+450
| New | +$26K | 0.02% | 239 |
|