Lincoln National Corp’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,624	Closed	-$658K	–	804
2024 Q1	$658K	Buy	6,624 +1,371	+26%	+$127K	0.01%	649
2023 Q4	$470K	Buy	5,253 +1,347	+34%	+$112K	0.01%	699
2023 Q3	$314K	Sell	3,906 -597	-13%	-$51.1K	0.01%	761
2023 Q2	$401K	Sell	4,503 -91	-2%	-$7.67K	0.01%	687
2023 Q1	$388K	Sell	4,594 -90	-2%	-$7.45K	0.01%	670
2022 Q4	$367K	Sell	4,684 -615	-12%	-$45.4K	0.01%	629
2022 Q3	$338K	Sell	5,299 -277	-5%	-$20.3K	0.01%	608
2022 Q2	$394K	Buy	5,576 +351	+7%	+$25.9K	0.01%	550
2022 Q1	$402K	Sell	5,225 -426	-8%	-$34K	0.01%	614
2021 Q4	$492K	Buy	5,651 +869	+18%	+$72.7K	0.01%	531
2021 Q3	$393K	Hold	4,782	–	–	0.01%	584
2021 Q2	$391K	Buy	4,782 +264	+6%	+$20.3K	0.01%	570
2021 Q1	$309K	Buy	4,518 +190	+4%	+$12.4K	0.01%	611
2020 Q4	$293K	Buy	4,328 +65	+2%	+$4.22K	0.01%	582
2020 Q3	$266K	Buy	4,263 +199	+5%	+$12.2K	0.01%	542
2020 Q2	$231K	Buy	+4,064	New	+$211K	0.01%	564