Prospera Financial Services’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 | $253K | Buy |
2,551
+108
| +4% | +$10.7K | ﹤0.01% | 1171 |
|
|
2025
Q1 | $253K | Hold |
2,443
| – | – | 0.01% | 1050 |
|
|
2024
Q4 | $227K | Sell |
2,443
-29
| -1% | -$2.69K | 0.01% | 1039 |
|
|
2024
Q3 | $257K | Sell |
2,472
-179
| -7% | -$18.6K | 0.01% | 973 |
|
|
2024
Q2 | $256K | Buy |
2,651
+212
| +9% | +$20.4K | 0.01% | 979 |
|
|
2024
Q1 | $242K | Sell |
2,439
-209
| -8% | -$20.8K | 0.01% | 979 |
|
|
2023
Q4 | $237K | Sell |
2,648
-82
| -3% | -$7.34K | 0.01% | 935 |
|
|
2023
Q3 | $220K | Sell |
2,730
-27
| -1% | -$2.17K | 0.01% | 915 |
|
|
2023
Q2 | $246K | Sell |
2,757
-18
| -0.6% | -$1.61K | 0.01% | 882 |
|
|
2023
Q1 | $235K | Sell |
2,775
-77
| -3% | -$6.51K | 0.01% | 860 |
|
|
2022
Q4 | $223K | Buy |
+2,852
| New | +$223K | 0.01% | 810 |
|
|
2022
Q3 | – | Sell |
-2,420
| Closed | -$171K | – | 1368 |
|
|
2022
Q2 | $171K | Sell |
2,420
-78
| -3% | -$5.51K | 0.01% | 772 |
|
|
2022
Q1 | $192K | Sell |
2,498
-137
| -5% | -$10.5K | 0.01% | 897 |
|
|
2021
Q4 | $230K | Sell |
2,635
-48
| -2% | -$4.19K | 0.01% | 792 |
|
|
2021
Q3 | $221K | Buy |
+2,683
| New | +$221K | 0.01% | 740 |
|
|
2020
Q4 | – | Sell |
-179
| Closed | -$11K | – | 1289 |
|
|
2020
Q3 | $11K | Buy |
+179
| New | +$11K | ﹤0.01% | 1094 |
|