Oakworth Capital’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 | $22.8K | Sell |
230
-100
| -30% | -$9.9K | ﹤0.01% | 431 |
|
|
2025
Q1 | $34.1K | Hold |
330
| – | – | ﹤0.01% | 405 |
|
|
2024
Q4 | $30.6K | Hold |
330
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $34.3K | Buy |
330
+6
| +2% | +$624 | ﹤0.01% | 404 |
|
|
2024
Q2 | $31.2K | Hold |
324
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $32.2K | Sell |
324
-92
| -22% | -$9.13K | ﹤0.01% | 371 |
|
|
2023
Q4 | $37.2K | Sell |
416
-43
| -9% | -$3.85K | ﹤0.01% | 355 |
|
|
2023
Q3 | $36.9K | Sell |
459
-27
| -6% | -$2.17K | ﹤0.01% | 332 |
|
|
2023
Q2 | $43.3K | Buy |
486
+100
| +26% | +$8.9K | ﹤0.01% | 322 |
|
|
2023
Q1 | $32.6K | Sell |
386
-200
| -34% | -$16.9K | ﹤0.01% | 340 |
|
|
2022
Q4 | $45.9K | Sell |
586
-500
| -46% | -$39.2K | ﹤0.01% | 292 |
|
|
2022
Q3 | $69K | Hold |
1,086
| – | – | 0.01% | 261 |
|
|
2022
Q2 | $76K | Hold |
1,086
| – | – | 0.01% | 257 |
|
|
2022
Q1 | $84K | Hold |
1,086
| – | – | 0.01% | 255 |
|
|
2021
Q4 | $94K | Hold |
1,086
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $89K | Sell |
1,086
-186
| -15% | -$15.2K | 0.01% | 258 |
|
|
2021
Q2 | $104K | Sell |
1,272
-24
| -2% | -$1.96K | 0.01% | 243 |
|
|
2021
Q1 | $88K | Buy |
1,296
+680
| +110% | +$46.2K | 0.01% | 251 |
|
|
2020
Q4 | $41K | Sell |
616
-37
| -6% | -$2.46K | 0.01% | 303 |
|
|
2020
Q3 | $41K | Sell |
653
-4
| -0.6% | -$251 | 0.01% | 304 |
|
|
2020
Q2 | $37K | Buy |
+657
| New | +$37K | 0.01% | 303 |
|