Lincoln National Corp’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,624
| Closed | -$658K | – | 804 |
|
|
2024
Q1 | $658K | Buy |
6,624
+1,371
| +26% | +$136K | 0.01% | 649 |
|
|
2023
Q4 | $470K | Buy |
5,253
+1,347
| +34% | +$121K | 0.01% | 699 |
|
|
2023
Q3 | $314K | Sell |
3,906
-597
| -13% | -$47.9K | 0.01% | 761 |
|
|
2023
Q2 | $401K | Sell |
4,503
-91
| -2% | -$8.1K | 0.01% | 687 |
|
|
2023
Q1 | $388K | Sell |
4,594
-90
| -2% | -$7.6K | 0.01% | 670 |
|
|
2022
Q4 | $367K | Sell |
4,684
-615
| -12% | -$48.2K | 0.01% | 629 |
|
|
2022
Q3 | $338K | Sell |
5,299
-277
| -5% | -$17.7K | 0.01% | 608 |
|
|
2022
Q2 | $394K | Buy |
5,576
+351
| +7% | +$24.8K | 0.01% | 550 |
|
|
2022
Q1 | $402K | Sell |
5,225
-426
| -8% | -$32.8K | 0.01% | 614 |
|
|
2021
Q4 | $492K | Buy |
5,651
+869
| +18% | +$75.7K | 0.01% | 531 |
|
|
2021
Q3 | $393K | Hold |
4,782
| – | – | 0.01% | 584 |
|
|
2021
Q2 | $391K | Buy |
4,782
+264
| +6% | +$21.6K | 0.01% | 570 |
|
|
2021
Q1 | $309K | Buy |
4,518
+190
| +4% | +$13K | 0.01% | 611 |
|
|
2020
Q4 | $293K | Buy |
4,328
+65
| +2% | +$4.4K | 0.01% | 582 |
|
|
2020
Q3 | $266K | Buy |
4,263
+199
| +5% | +$12.4K | 0.01% | 542 |
|
|
2020
Q2 | $231K | Buy |
+4,064
| New | +$231K | 0.01% | 563 |
|