Kestra Advisory Services’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 | $1.87M | Buy |
18,891
+483
| +3% | +$47.8K | 0.01% | 1109 |
|
|
2025
Q1 | $1.9M | Buy |
18,408
+335
| +2% | +$34.6K | 0.01% | 1012 |
|
|
2024
Q4 | $1.67M | Sell |
18,073
-738
| -4% | -$68.3K | 0.01% | 1097 |
|
|
2024
Q3 | $1.96M | Sell |
18,811
-1,246
| -6% | -$130K | 0.01% | 961 |
|
|
2024
Q2 | $1.93M | Buy |
20,057
+1,406
| +8% | +$135K | 0.01% | 973 |
|
|
2024
Q1 | $1.85M | Sell |
18,651
-176
| -0.9% | -$17.5K | 0.01% | 920 |
|
|
2023
Q4 | $1.68M | Buy |
18,827
+1,845
| +11% | +$165K | 0.01% | 875 |
|
|
2023
Q3 | $1.36M | Sell |
16,982
-64
| -0.4% | -$5.14K | 0.01% | 855 |
|
|
2023
Q2 | $1.52M | Buy |
17,046
+417
| +3% | +$37.1K | 0.02% | 790 |
|
|
2023
Q1 | $1.4M | Sell |
16,629
-6,173
| -27% | -$521K | 0.02% | 787 |
|
|
2022
Q4 | $1.79M | Buy |
22,802
+3,114
| +16% | +$244K | 0.02% | 797 |
|
|
2022
Q3 | $1.26M | Sell |
19,688
-2,188
| -10% | -$140K | 0.01% | 863 |
|
|
2022
Q2 | $1.55M | Buy |
21,876
+5,883
| +37% | +$416K | 0.02% | 775 |
|
|
2022
Q1 | $1.23M | Sell |
15,993
-1,270
| -7% | -$97.8K | 0.01% | 865 |
|
|
2021
Q4 | $1.5M | Buy |
17,263
+638
| +4% | +$55.5K | 0.02% | 802 |
|
|
2021
Q3 | $1.37M | Sell |
16,625
-11,031
| -40% | -$908K | 0.01% | 859 |
|
|
2021
Q2 | $2.26M | Buy |
27,656
+515
| +2% | +$42.1K | 0.03% | 600 |
|
|
2021
Q1 | $1.86M | Buy |
27,141
+9,443
| +53% | +$646K | 0.02% | 631 |
|
|
2020
Q4 | $1.18M | Sell |
17,698
-7,452
| -30% | -$497K | 0.01% | 787 |
|
|
2020
Q3 | $1.57M | Buy |
+25,150
| New | +$1.57M | 0.03% | 489 |
|