Kestra Investment Management’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	$11K	Hold	107	–	–	﹤0.01%	699
2025 Q1	$11K	Sell	107 -684	-86%	-$70.6K	﹤0.01%	611
2024 Q4	$73.3K	Buy	+791	New	+$73.3K	﹤0.01%	473