Sowell Financial Services’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
Q2
Sell
2025
Q1
$291K Buy
2021
Q2
Sell
2021
Q1
$383K Sell
2020
Q4
$331K Buy
2020
Q3
$174K Sell
2020
Q2
$195K Buy