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 |
|