Parkside Financial Bank & Trust’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 | $133K | Buy |
1,339
+510
| +62% | +$50.5K | 0.01% | 551 |
|
|
2025
Q1 | $85.6K | Sell |
829
-74
| -8% | -$7.64K | 0.01% | 637 |
|
|
2024
Q4 | $83.6K | Buy |
903
+18
| +2% | +$1.67K | 0.01% | 639 |
|
|
2024
Q3 | $92K | Sell |
885
-100
| -10% | -$10.4K | 0.01% | 571 |
|
|
2024
Q2 | $94.8K | Buy |
985
+30
| +3% | +$2.89K | 0.01% | 535 |
|
|
2024
Q1 | $94.8K | Buy |
955
+12
| +1% | +$1.19K | 0.02% | 553 |
|
|
2023
Q4 | $84.4K | Buy |
943
+151
| +19% | +$13.5K | 0.02% | 530 |
|
|
2023
Q3 | $63.6K | Sell |
792
-244
| -24% | -$19.6K | 0.01% | 544 |
|
|
2023
Q2 | $92.2K | Sell |
1,036
-97
| -9% | -$8.63K | 0.02% | 436 |
|
|
2023
Q1 | $95.6K | Sell |
1,133
-147
| -11% | -$12.4K | 0.03% | 402 |
|
|
2022
Q4 | $100K | Buy |
1,280
+37
| +3% | +$2.9K | 0.03% | 382 |
|
|
2022
Q3 | $79K | Buy |
1,243
+56
| +5% | +$3.56K | 0.03% | 398 |
|
|
2022
Q2 | $84K | Hold |
1,187
| – | – | 0.03% | 384 |
|
|
2022
Q1 | $91K | Sell |
1,187
-185
| -13% | -$14.2K | 0.02% | 377 |
|
|
2021
Q4 | $119K | Sell |
1,372
-158
| -10% | -$13.7K | 0.03% | 330 |
|
|
2021
Q3 | $126K | Buy |
1,530
+5
| +0.3% | +$412 | 0.04% | 281 |
|
|
2021
Q2 | $124K | Sell |
1,525
-423
| -22% | -$34.4K | 0.04% | 288 |
|
|
2021
Q1 | $134K | Buy |
1,948
+1
| +0.1% | +$69 | 0.04% | 263 |
|
|
2020
Q4 | $131K | Buy |
1,947
+366
| +23% | +$24.6K | 0.04% | 264 |
|
|
2020
Q3 | $99K | Sell |
1,581
-127
| -7% | -$7.95K | 0.03% | 295 |
|
|
2020
Q2 | $98K | Buy |
+1,708
| New | +$98K | 0.03% | 306 |
|