Raymond James & Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.4M | Sell |
167,238
-15,699
| -9% | -$1.63M | 0.01% | 904 |
|
|
2024
Q2 | $17.6M | Sell |
182,937
-5,103
| -3% | -$491K | 0.01% | 842 |
|
|
2024
Q1 | $18.7M | Sell |
188,040
-10,068
| -5% | -$999K | 0.01% | 811 |
|
|
2023
Q4 | $17.7M | Sell |
198,108
-22,691
| -10% | -$2.03M | 0.01% | 791 |
|
|
2023
Q3 | $17.7M | Sell |
220,799
-8,036
| -4% | -$645K | 0.01% | 735 |
|
|
2023
Q2 | $20.4M | Sell |
228,835
-3,093
| -1% | -$275K | 0.02% | 678 |
|
|
2023
Q1 | $19.6M | Sell |
231,928
-4,241
| -2% | -$358K | 0.02% | 684 |
|
|
2022
Q4 | $18.5M | Sell |
236,169
-61,074
| -21% | -$4.78M | 0.02% | 705 |
|
|
2022
Q3 | $19M | Buy |
297,243
+18,220
| +7% | +$1.16M | 0.02% | 631 |
|
|
2022
Q2 | $19.7M | Buy |
279,023
+53,237
| +24% | +$3.76M | 0.02% | 617 |
|
|
2022
Q1 | $17.4M | Sell |
225,786
-16,115
| -7% | -$1.24M | 0.01% | 767 |
|
|
2021
Q4 | $21.1M | Sell |
241,901
-26,557
| -10% | -$2.31M | 0.02% | 718 |
|
|
2021
Q3 | $22.1M | Buy |
268,458
+1,783
| +0.7% | +$147K | 0.02% | 650 |
|
|
2021
Q2 | $21.8M | Buy |
266,675
+16,876
| +7% | +$1.38M | 0.02% | 672 |
|
|
2021
Q1 | $17.1M | Sell |
249,799
-41,247
| -14% | -$2.82M | 0.02% | 738 |
|
|
2020
Q4 | $19.7M | Sell |
291,046
-1,630
| -0.6% | -$110K | 0.02% | 622 |
|
|
2020
Q3 | $18.3M | Sell |
292,676
-11,486
| -4% | -$717K | 0.02% | 576 |
|
|
2020
Q2 | $17.3M | Buy |
+304,162
| New | +$17.3M | 0.02% | 577 |
|