Sovereign Financial Group’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 | $417K | Sell |
4,208
-297
| -7% | -$29.4K | 0.09% | 205 |
|
|
2025
Q1 | $465K | Sell |
4,505
-57
| -1% | -$5.88K | 0.11% | 169 |
|
|
2024
Q4 | $423K | Sell |
4,562
-67
| -1% | -$6.21K | 0.1% | 192 |
|
|
2024
Q3 | $481K | Sell |
4,629
-59
| -1% | -$6.13K | 0.11% | 167 |
|
|
2024
Q2 | $451K | Buy |
4,688
+13
| +0.3% | +$1.25K | 0.11% | 165 |
|
|
2024
Q1 | $464K | Buy |
4,675
+12
| +0.3% | +$1.19K | 0.12% | 161 |
|
|
2023
Q4 | $417K | Sell |
4,663
-59
| -1% | -$5.28K | 0.13% | 159 |
|
|
2023
Q3 | $379K | Sell |
4,722
-1,703
| -27% | -$137K | 0.14% | 147 |
|
|
2023
Q2 | $572K | Buy |
6,425
+245
| +4% | +$21.8K | 0.19% | 124 |
|
|
2023
Q1 | $522K | Sell |
6,180
-8
| -0.1% | -$675 | 0.19% | 123 |
|
|
2022
Q4 | $485K | Buy |
6,188
+56
| +0.9% | +$4.39K | 0.19% | 125 |
|
|
2022
Q3 | $391K | Sell |
6,132
-34
| -0.6% | -$2.17K | 0.16% | 128 |
|
|
2022
Q2 | $436K | Buy |
6,166
+82
| +1% | +$5.8K | 0.17% | 121 |
|
|
2022
Q1 | $468K | Buy |
6,084
+1,565
| +35% | +$120K | 0.17% | 124 |
|
|
2021
Q4 | $393K | Sell |
4,519
-153
| -3% | -$13.3K | 0.16% | 130 |
|
|
2021
Q3 | $384K | Sell |
4,672
-57
| -1% | -$4.69K | 0.22% | 98 |
|
|
2021
Q2 | $324K | Hold |
4,729
| – | – | 0.2% | 107 |
|
|
2021
Q1 | $324K | Buy |
4,729
+478
| +11% | +$32.7K | 0.2% | 106 |
|
|
2020
Q4 | $287K | Buy |
+4,251
| New | +$287K | 0.21% | 99 |
|