LRI Investments’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 | $2.88M | Hold |
29,129
| – | – | 0.25% | 42 |
|
|
2025
Q1 | $3.01M | Sell |
29,129
-29
| -0.1% | -$2.99K | 0.29% | 39 |
|
|
2024
Q4 | $2.7M | Hold |
29,158
| – | – | 0.26% | 33 |
|
|
2024
Q3 | $2.91M | Hold |
29,158
| – | – | 0.28% | 30 |
|
|
2024
Q2 | $2.81M | Buy |
29,158
+882
| +3% | +$84.9K | 0.32% | 27 |
|
|
2024
Q1 | $2.81M | Buy |
+28,276
| New | +$2.81M | 0.71% | 21 |
|