Simmons Bank’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
$562K Sell
5,680
-18
-0.3% -$1.78K 0.04% 225
2025
Q1
$588K Sell
5,698
-276
-5% -$28.5K 0.04% 217
2024
Q4
$553K Sell
5,974
-375
-6% -$34.7K 0.04% 222
2024
Q3
$660K Sell
6,349
-110
-2% -$11.4K 0.05% 209
2024
Q2
$622K Sell
6,459
-106
-2% -$10.2K 0.05% 213
2024
Q1
$652K Sell
6,565
-349
-5% -$34.6K 0.05% 214
2023
Q4
$619K Sell
6,914
-206
-3% -$18.4K 0.05% 215
2023
Q3
$572K Sell
7,120
-21
-0.3% -$1.69K 0.05% 219
2023
Q2
$636K Sell
7,141
-95
-1% -$8.46K 0.05% 215
2023
Q1
$611K Sell
7,236
-562
-7% -$47.4K 0.05% 223
2022
Q4
$611K Sell
7,798
-333
-4% -$26.1K 0.05% 225
2022
Q3
$519K Sell
8,131
-244
-3% -$15.6K 0.05% 241
2022
Q2
$593K Sell
8,375
-989
-11% -$70K 0.05% 237
2022
Q1
$721K Sell
9,364
-283
-3% -$21.8K 0.05% 236
2021
Q4
$841K Sell
9,647
-1,052
-10% -$91.7K 0.06% 230
2021
Q3
$880K Sell
10,699
-498
-4% -$41K 0.06% 223
2021
Q2
$916K Sell
11,197
-210
-2% -$17.2K 0.07% 226
2021
Q1
$781K Sell
11,407
-530
-4% -$36.3K 0.06% 233
2020
Q4
$806K Sell
11,937
-477
-4% -$32.2K 0.06% 226
2020
Q3
$775K Sell
12,414
-201
-2% -$12.5K 0.06% 217
2020
Q2
$717K Buy
+12,615
New +$717K 0.06% 216