Raymond James Trust’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 | $1.15M | Sell |
11,109
-179
| -2% | -$18.6K | 0.03% | 458 |
|
|
2024
Q2 | $1.09M | Sell |
11,288
-193
| -2% | -$18.6K | 0.03% | 451 |
|
|
2024
Q1 | $1.14M | Sell |
11,481
-519
| -4% | -$51.5K | 0.03% | 432 |
|
|
2023
Q4 | $1.07M | Buy |
12,000
+656
| +6% | +$58.7K | 0.03% | 433 |
|
|
2023
Q3 | $911K | Sell |
11,344
-531
| -4% | -$42.6K | 0.03% | 446 |
|
|
2023
Q2 | $1.06M | Sell |
11,875
-537
| -4% | -$47.8K | 0.03% | 420 |
|
|
2023
Q1 | $1.05M | Buy |
12,412
+1,113
| +10% | +$93.9K | 0.03% | 404 |
|
|
2022
Q4 | $885K | Sell |
11,299
-963
| -8% | -$75.4K | 0.03% | 428 |
|
|
2022
Q3 | $782K | Sell |
12,262
-456
| -4% | -$29.1K | 0.03% | 431 |
|
|
2022
Q2 | $899K | Sell |
12,718
-8,497
| -40% | -$601K | 0.03% | 404 |
|
|
2022
Q1 | $1.63M | Sell |
21,215
-752
| -3% | -$57.8K | 0.05% | 297 |
|
|
2021
Q4 | $1.91M | Sell |
21,967
-1,409
| -6% | -$123K | 0.06% | 274 |
|
|
2021
Q3 | $1.92M | Sell |
23,376
-6,727
| -22% | -$553K | 0.06% | 261 |
|
|
2021
Q2 | $2.46M | Sell |
30,103
-2,335
| -7% | -$191K | 0.08% | 211 |
|
|
2021
Q1 | $2.22M | Sell |
32,438
-2,758
| -8% | -$189K | 0.08% | 222 |
|
|
2020
Q4 | $2.38M | Sell |
35,196
-3,223
| -8% | -$218K | 0.09% | 193 |
|
|
2020
Q3 | $2.4M | Sell |
38,419
-1,923
| -5% | -$120K | 0.1% | 174 |
|
|
2020
Q2 | $2.29M | Buy |
+40,342
| New | +$2.29M | 0.11% | 168 |
|