Security National Bank of Sioux City Iowa’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,329
| Closed | -$508K | – | 94 |
|
|
2023
Q3 | $508K | Sell |
6,329
-142
| -2% | -$11.4K | 0.4% | 63 |
|
|
2023
Q2 | $576K | Buy |
+6,471
| New | +$576K | 0.43% | 60 |
|
|
2022
Q4 | $480K | Sell |
6,133
-37
| -0.6% | -$2.9K | 0.37% | 65 |
|
|
2022
Q3 | $393K | Buy |
6,170
+10
| +0.2% | +$637 | 0.35% | 67 |
|
|
2022
Q2 | $435K | Buy |
6,160
+10
| +0.2% | +$706 | 0.37% | 65 |
|
|
2022
Q1 | $474K | Sell |
6,150
-222
| -3% | -$17.1K | 0.35% | 62 |
|
|
2021
Q4 | $555K | Buy |
6,372
+276
| +5% | +$24K | 0.38% | 63 |
|
|
2021
Q3 | $502K | Sell |
6,096
-1,511
| -20% | -$124K | 0.39% | 63 |
|
|
2021
Q2 | $622K | Buy |
7,607
+1,222
| +19% | +$99.9K | 0.49% | 60 |
|
|
2021
Q1 | $437K | Sell |
6,385
-180
| -3% | -$12.3K | 0.35% | 65 |
|
|
2020
Q4 | $443K | Sell |
6,565
-117
| -2% | -$7.9K | 0.38% | 64 |
|
|
2020
Q3 | $417K | Sell |
6,682
-154
| -2% | -$9.61K | 0.39% | 60 |
|
|
2020
Q2 | $389K | Buy |
+6,836
| New | +$389K | 0.42% | 59 |
|