KeyBank National Association’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 | $5.76M | Sell |
58,150
-1,077
| -2% | -$107K | 0.02% | 279 |
|
|
2025
Q1 | $6.11M | Buy |
59,227
+9
| +0% | +$929 | 0.02% | 267 |
|
|
2024
Q4 | $5.48M | Sell |
59,218
-1,771
| -3% | -$164K | 0.02% | 275 |
|
|
2024
Q3 | $6.34M | Sell |
60,989
-844
| -1% | -$87.7K | 0.02% | 263 |
|
|
2024
Q2 | $5.95M | Sell |
61,833
-5,650
| -8% | -$544K | 0.02% | 265 |
|
|
2024
Q1 | $6.7M | Sell |
67,483
-1,490
| -2% | -$148K | 0.03% | 254 |
|
|
2023
Q4 | $6.17M | Sell |
68,973
-5,640
| -8% | -$505K | 0.03% | 258 |
|
|
2023
Q3 | $5.99M | Sell |
74,613
-1,888
| -2% | -$152K | 0.03% | 249 |
|
|
2023
Q2 | $6.81M | Sell |
76,501
-4,383
| -5% | -$390K | 0.03% | 240 |
|
|
2023
Q1 | $6.83M | Buy |
80,884
+2,224
| +3% | +$188K | 0.03% | 239 |
|
|
2022
Q4 | $6.16M | Sell |
78,660
-3,747
| -5% | -$293K | 0.03% | 241 |
|
|
2022
Q3 | $5.26M | Sell |
82,407
-2,873
| -3% | -$183K | 0.03% | 248 |
|
|
2022
Q2 | $6.03M | Sell |
85,280
-3,569
| -4% | -$252K | 0.03% | 238 |
|
|
2022
Q1 | $6.84M | Sell |
88,849
-7,539
| -8% | -$580K | 0.03% | 234 |
|
|
2021
Q4 | $8.39M | Sell |
96,388
-7,093
| -7% | -$618K | 0.03% | 227 |
|
|
2021
Q3 | $8.52M | Sell |
103,481
-5,214
| -5% | -$429K | 0.04% | 221 |
|
|
2021
Q2 | $8.89M | Sell |
108,695
-17,106
| -14% | -$1.4M | 0.04% | 220 |
|
|
2021
Q1 | $8.61M | Sell |
125,801
-26,998
| -18% | -$1.85M | 0.04% | 225 |
|
|
2020
Q4 | $10.3M | Sell |
152,799
-49,054
| -24% | -$3.31M | 0.05% | 197 |
|
|
2020
Q3 | $12.6M | Sell |
201,853
-95,437
| -32% | -$5.96M | 0.07% | 175 |
|
|
2020
Q2 | $16.9M | Buy |
+297,290
| New | +$16.9M | 0.1% | 148 |
|