Sabal Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $238K | Hold |
2,303
| – | – | 0.01% | 219 |
|
|
2024
Q4 | $213K | Hold |
2,303
| – | – | 0.01% | 225 |
|
|
2024
Q3 | $239K | Hold |
2,303
| – | – | 0.01% | 218 |
|
|
2024
Q2 | $222K | Hold |
2,303
| – | – | 0.01% | 204 |
|
|
2024
Q1 | $229K | Hold |
2,303
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $206K | Buy |
+2,303
| New | +$206K | 0.01% | 211 |
|
|
2023
Q3 | – | Sell |
-11,951
| Closed | -$1.06M | – | 205 |
|
|
2023
Q2 | $1.06M | Buy |
+11,951
| New | +$1.06M | 0.07% | 103 |
|