Jefferies Financial Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,523
| Closed | -$2.44M | – | 1394 |
|
|
2024
Q3 | $2.44M | Sell |
23,523
-11,340
| -33% | -$1.18M | 0.02% | 372 |
|
|
2024
Q2 | $3.36M | Buy |
34,863
+25,224
| +262% | +$2.43M | 0.04% | 291 |
|
|
2024
Q1 | $957K | Sell |
9,639
-76,795
| -89% | -$7.62M | 0.01% | 605 |
|
|
2023
Q4 | $7.73M | Sell |
86,434
-424
| -0.5% | -$37.9K | 0.05% | 156 |
|
|
2023
Q3 | $6.98M | Buy |
86,858
+70,618
| +435% | +$5.67M | 0.06% | 122 |
|
|
2023
Q2 | $1.45M | Sell |
16,240
-7,218
| -31% | -$642K | 0.01% | 475 |
|
|
2023
Q1 | $1.98M | Buy |
+23,458
| New | +$1.98M | 0.02% | 392 |
|