SG Americas Securities’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 | $746K | Sell |
7,537
-17,011
| -69% | -$1.68M | ﹤0.01% | 1230 |
|
2025
Q1 | $2.53M | Buy |
+24,548
| New | +$2.53M | 0.01% | 642 |
|
2024
Q4 | – | Sell |
-173,588
| Closed | -$18M | – | 3014 |
|
2024
Q3 | $18M | Buy |
173,588
+67,602
| +64% | +$7.03M | 0.07% | 160 |
|
2024
Q2 | $10.2M | Sell |
105,986
-53,492
| -34% | -$5.15M | 0.06% | 300 |
|
2024
Q1 | $15.8M | Buy |
159,478
+43,485
| +37% | +$4.32M | 0.08% | 251 |
|
2023
Q4 | $10.4M | Buy |
115,993
+74,030
| +176% | +$6.62M | 0.1% | 174 |
|
2023
Q3 | $3.37M | Buy |
41,963
+4,287
| +11% | +$344K | 0.04% | 406 |
|
2023
Q2 | $3.35M | Buy |
37,676
+30,031
| +393% | +$2.67M | 0.03% | 470 |
|
2023
Q1 | $645K | Sell |
7,645
-17,795
| -70% | -$1.5M | 0.01% | 1386 |
|
2022
Q4 | $1.99M | Buy |
25,440
+7,970
| +46% | +$624K | 0.02% | 474 |
|
2022
Q3 | $1.12M | Buy |
17,470
+11,412
| +188% | +$728K | 0.01% | 798 |
|
2022
Q2 | $428K | Sell |
6,058
-4,451
| -42% | -$314K | ﹤0.01% | 1899 |
|
2022
Q1 | $809K | Sell |
10,509
-6,938
| -40% | -$534K | 0.01% | 1392 |
|
2021
Q4 | $1.52M | Sell |
17,447
-33,444
| -66% | -$2.91M | 0.01% | 1211 |
|
2021
Q3 | $4.19M | Buy |
50,891
+41,297
| +430% | +$3.4M | 0.02% | 586 |
|
2021
Q2 | $785K | Sell |
9,594
-31,292
| -77% | -$2.56M | ﹤0.01% | 1540 |
|
2021
Q1 | $2.8M | Buy |
40,886
+16,258
| +66% | +$1.11M | 0.01% | 742 |
|
2020
Q4 | $1.66M | Buy |
24,628
+21,855
| +788% | +$1.48M | 0.01% | 1055 |
|
2020
Q3 | $173K | Sell |
2,773
-2,118
| -43% | -$132K | ﹤0.01% | 1862 |
|
2020
Q2 | $278K | Buy |
+4,891
| New | +$278K | ﹤0.01% | 2206 |
|