Raymond James Financial’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
$25.2M Buy
254,207
+6,043
+2% +$598K 0.01% 1191
2025
Q1
$25.6M Sell
248,164
-15,849
-6% -$1.64M 0.01% 1121
2024
Q4
$24.5M Buy
+264,013
New +$24.5M 0.01% 1169