Sovereign Financial Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Sell |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $465K | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $481K | Sell |
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|
2024
Q2 | $451K | Buy |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $417K | Sell |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $391K | Sell |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $468K | Buy |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $287K | Buy |
|