Sowell Financial Services’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 | – | Sell |
-2,824
| Closed | -$291K | – | 1085 |
|
|
2025
Q1 | $291K | Buy |
+2,824
| New | +$291K | 0.01% | 780 |
|
|
2021
Q2 | – | Sell |
-4,893
| Closed | -$383K | – | 2048 |
|
|
2021
Q1 | $383K | Sell |
4,893
-1
| -0% | -$78 | 0.01% | 747 |
|
|
2020
Q4 | $331K | Buy |
4,894
+2,113
| +76% | +$143K | 0.01% | 660 |
|
|
2020
Q3 | $174K | Sell |
2,781
-648
| -19% | -$40.5K | 0.01% | 779 |
|
|
2020
Q2 | $195K | Buy |
+3,429
| New | +$195K | 0.01% | 732 |
|