Rafferty Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
35,630
+6,019
| +20% | +$596K | 0.01% | 470 |
|
|
2025
Q1 | $3.06M | Sell |
29,611
-7,703
| -21% | -$795K | 0.01% | 474 |
|
|
2024
Q4 | $3.46M | Buy |
37,314
+3,727
| +11% | +$345K | 0.01% | 492 |
|
|
2024
Q3 | $3.49M | Sell |
33,587
-1,262
| -4% | -$131K | 0.01% | 491 |
|
|
2024
Q2 | $3.35M | Buy |
34,849
+1,144
| +3% | +$110K | 0.01% | 500 |
|
|
2024
Q1 | $3.35M | Sell |
33,705
-625
| -2% | -$62K | 0.01% | 551 |
|
|
2023
Q4 | $3.07M | Buy |
34,330
+1,586
| +5% | +$142K | 0.01% | 547 |
|
|
2023
Q3 | $2.63M | Buy |
32,744
+2,848
| +10% | +$229K | 0.02% | 533 |
|
|
2023
Q2 | $2.66M | Buy |
29,896
+2,816
| +10% | +$251K | 0.02% | 565 |
|
|
2023
Q1 | $2.29M | Buy |
27,080
+1,469
| +6% | +$124K | 0.02% | 572 |
|
|
2022
Q4 | $2.01M | Buy |
25,611
+12,254
| +92% | +$960K | 0.02% | 578 |
|
|
2022
Q3 | $852K | Buy |
+13,357
| New | +$852K | 0.01% | 728 |
|
|
2022
Q2 | – | Sell |
-2,620
| Closed | -$202K | – | 1200 |
|
|
2022
Q1 | $202K | Sell |
2,620
-1,680
| -39% | -$130K | ﹤0.01% | 1152 |
|
|
2021
Q4 | $374K | Sell |
4,300
-1,727
| -29% | -$150K | ﹤0.01% | 1111 |
|
|
2021
Q3 | $496K | Sell |
6,027
-2,403
| -29% | -$198K | ﹤0.01% | 1043 |
|
|
2021
Q2 | $689K | Buy |
8,430
+1,388
| +20% | +$113K | ﹤0.01% | 1004 |
|
|
2021
Q1 | $482K | Buy |
7,042
+3,523
| +100% | +$241K | ﹤0.01% | 978 |
|
|
2020
Q4 | $238K | Sell |
3,519
-8,130
| -70% | -$550K | ﹤0.01% | 934 |
|
|
2020
Q3 | $727K | Buy |
+11,649
| New | +$727K | 0.01% | 626 |
|