SouthState Corp’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 | $221K | Buy |
2,227
+77
| +4% | +$7.63K | 0.01% | 331 |
|
|
2025
Q1 | $222K | Sell |
2,150
-659
| -23% | -$68K | 0.01% | 333 |
|
|
2024
Q4 | $260K | Hold |
2,809
| – | – | 0.02% | 248 |
|
|
2024
Q3 | $292K | Sell |
2,809
-76
| -3% | -$7.9K | 0.02% | 231 |
|
|
2024
Q2 | $278K | Sell |
2,885
-25
| -0.9% | -$2.41K | 0.02% | 231 |
|
|
2024
Q1 | $289K | Sell |
2,910
-333
| -10% | -$33.1K | 0.02% | 226 |
|
|
2023
Q4 | $290K | Sell |
3,243
-179
| -5% | -$16K | 0.02% | 222 |
|
|
2023
Q3 | $275K | Sell |
3,422
-178
| -5% | -$14.3K | 0.03% | 220 |
|
|
2023
Q2 | $320K | Sell |
3,600
-135
| -4% | -$12K | 0.03% | 211 |
|
|
2023
Q1 | $315K | Sell |
3,735
-51
| -1% | -$4.3K | 0.03% | 219 |
|
|
2022
Q4 | $296K | Sell |
3,786
-255
| -6% | -$20K | 0.03% | 229 |
|
|
2022
Q3 | $258K | Sell |
4,041
-318
| -7% | -$20.3K | 0.03% | 235 |
|
|
2022
Q2 | $308K | Sell |
4,359
-96
| -2% | -$6.78K | 0.03% | 222 |
|
|
2022
Q1 | $343K | Sell |
4,455
-1,754
| -28% | -$135K | 0.03% | 229 |
|
|
2021
Q4 | $540K | Sell |
6,209
-24
| -0.4% | -$2.09K | 0.04% | 194 |
|
|
2021
Q3 | $513K | Sell |
6,233
-325
| -5% | -$26.7K | 0.04% | 187 |
|
|
2021
Q2 | $536K | Sell |
6,558
-1,645
| -20% | -$134K | 0.05% | 184 |
|
|
2021
Q1 | $562K | Sell |
8,203
-911
| -10% | -$62.4K | 0.05% | 180 |
|
|
2020
Q4 | $615K | Sell |
9,114
-674
| -7% | -$45.5K | 0.06% | 166 |
|
|
2020
Q3 | $611K | Sell |
9,788
-2,684
| -22% | -$168K | 0.06% | 160 |
|
|
2020
Q2 | $709K | Buy |
+12,472
| New | +$709K | 0.09% | 146 |
|