Raymond James Financial Services Advisors’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 | $5.99M | Buy |
57,600
+666
| +1% | +$69.2K | 0.01% | 1129 |
|
|
2024
Q2 | $5.48M | Sell |
56,934
-9,149
| -14% | -$881K | 0.01% | 1114 |
|
|
2024
Q1 | $6.56M | Buy |
66,083
+3,621
| +6% | +$359K | 0.01% | 992 |
|
|
2023
Q4 | $5.59M | Sell |
62,462
-9,518
| -13% | -$852K | 0.01% | 1029 |
|
|
2023
Q3 | $5.78M | Sell |
71,980
-967
| -1% | -$77.7K | 0.01% | 942 |
|
|
2023
Q2 | $6.49M | Buy |
72,947
+6,778
| +10% | +$603K | 0.01% | 894 |
|
|
2023
Q1 | $5.58M | Sell |
66,169
-4,145
| -6% | -$350K | 0.01% | 941 |
|
|
2022
Q4 | $5.51M | Sell |
70,314
-2,837
| -4% | -$222K | 0.01% | 909 |
|
|
2022
Q3 | $4.67M | Buy |
73,151
+794
| +1% | +$50.7K | 0.01% | 948 |
|
|
2022
Q2 | $5.11M | Buy |
72,357
+1,460
| +2% | +$103K | 0.01% | 916 |
|
|
2022
Q1 | $5.46M | Sell |
70,897
-2,496
| -3% | -$192K | 0.01% | 955 |
|
|
2021
Q4 | $6.39M | Sell |
73,393
-7,959
| -10% | -$693K | 0.01% | 901 |
|
|
2021
Q3 | $6.69M | Sell |
81,352
-3,650
| -4% | -$300K | 0.01% | 827 |
|
|
2021
Q2 | $6.95M | Sell |
85,002
-718
| -0.8% | -$58.7K | 0.01% | 820 |
|
|
2021
Q1 | $5.87M | Sell |
85,720
-1,521
| -2% | -$104K | 0.01% | 829 |
|
|
2020
Q4 | $5.89M | Sell |
87,241
-1,948
| -2% | -$132K | 0.01% | 763 |
|
|
2020
Q3 | $5.57M | Sell |
89,189
-38,029
| -30% | -$2.37M | 0.02% | 712 |
|
|
2020
Q2 | $7.23M | Buy |
+127,218
| New | +$7.23M | 0.02% | 576 |
|