Jump Financial’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 | $16.6M | Buy |
167,311
+165,328
| +8,337% | +$16.4M | 0.18% | 120 |
|
|
2025
Q1 | $205K | Sell |
1,983
-28,654
| -94% | -$2.96M | ﹤0.01% | 1411 |
|
|
2024
Q4 | $2.84M | Buy |
+30,637
| New | +$2.84M | 0.06% | 408 |
|
|
2024
Q3 | – | Sell |
-2,992
| Closed | -$288K | – | 1992 |
|
|
2024
Q2 | $288K | Sell |
2,992
-85,727
| -97% | -$8.25M | 0.01% | 1394 |
|
|
2024
Q1 | $8.81M | Buy |
+88,719
| New | +$8.81M | 0.24% | 52 |
|
|
2023
Q4 | – | Sell |
-9,889
| Closed | -$794K | – | 2103 |
|
|
2023
Q3 | $794K | Buy |
9,889
+2,642
| +36% | +$212K | 0.03% | 784 |
|
|
2023
Q2 | $645K | Buy |
+7,247
| New | +$645K | 0.02% | 903 |
|
|
2022
Q1 | – | Sell |
-5,300
| Closed | -$461K | – | 1806 |
|
|
2021
Q4 | $461K | Buy |
+5,300
| New | +$461K | 0.03% | 691 |
|
|
2020
Q4 | – | Sell |
-5,300
| Closed | -$331K | – | 1117 |
|
|
2020
Q3 | $331K | Buy |
+5,300
| New | +$331K | 0.07% | 464 |
|