Stephens Inc’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
4,735
+25
| +0.5% | +$2.48K | 0.01% | 859 |
|
|
2025
Q1 | $486K | Sell |
4,710
-15
| -0.3% | -$1.55K | 0.01% | 827 |
|
|
2024
Q4 | $438K | Sell |
4,725
-225
| -5% | -$20.8K | 0.01% | 888 |
|
|
2024
Q3 | $514K | Sell |
4,950
-99
| -2% | -$10.3K | 0.01% | 828 |
|
|
2024
Q2 | $486K | Sell |
5,049
-67
| -1% | -$6.45K | 0.01% | 811 |
|
|
2024
Q1 | $508K | Sell |
5,116
-482
| -9% | -$47.9K | 0.01% | 801 |
|
|
2023
Q4 | $501K | Sell |
5,598
-300
| -5% | -$26.8K | 0.01% | 744 |
|
|
2023
Q3 | $474K | Sell |
5,898
-92
| -2% | -$7.39K | 0.01% | 750 |
|
|
2023
Q2 | $533K | Buy |
5,990
+357
| +6% | +$31.8K | 0.01% | 713 |
|
|
2023
Q1 | $475K | Buy |
5,633
+61
| +1% | +$5.15K | 0.01% | 732 |
|
|
2022
Q4 | $436K | Sell |
5,572
-2,989
| -35% | -$234K | 0.01% | 745 |
|
|
2022
Q3 | $546K | Sell |
8,561
-5
| -0.1% | -$319 | 0.01% | 674 |
|
|
2022
Q2 | $605K | Buy |
8,566
+28
| +0.3% | +$1.98K | 0.01% | 665 |
|
|
2022
Q1 | $657K | Sell |
8,538
-582
| -6% | -$44.8K | 0.01% | 714 |
|
|
2021
Q4 | $794K | Sell |
9,120
-401
| -4% | -$34.9K | 0.01% | 702 |
|
|
2021
Q3 | $783K | Sell |
9,521
-2,538
| -21% | -$209K | 0.01% | 723 |
|
|
2021
Q2 | $986K | Sell |
12,059
-7
| -0.1% | -$572 | 0.01% | 665 |
|
|
2021
Q1 | $826K | Sell |
12,066
-1,063
| -8% | -$72.8K | 0.01% | 680 |
|
|
2020
Q4 | $887K | Sell |
13,129
-474
| -3% | -$32K | 0.02% | 621 |
|
|
2020
Q3 | $849K | Sell |
13,603
-6,958
| -34% | -$434K | 0.02% | 592 |
|
|
2020
Q2 | $1.17M | Buy |
+20,561
| New | +$1.17M | 0.03% | 481 |
|