Stifel Financial’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 | $8.13M | Sell |
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|
2025
Q2 | $8.86M | Sell |
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|
2025
Q1 | $9.35M | Sell |
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|
2024
Q4 | $8.78M | Buy |
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|
2024
Q3 | $9.13M | Buy |
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|
2024
Q2 | $8.16M | Sell |
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|
2024
Q1 | $9.23M | Sell |
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|
2023
Q4 | $8.45M | Sell |
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|
2023
Q3 | $7.63M | Buy |
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|
2023
Q2 | $8.36M | Sell |
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|
2023
Q1 | $8.51M | Buy |
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|
2022
Q4 | $7.79M | Sell |
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|
2022
Q3 | $7.73M | Sell |
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|
2022
Q2 | $8.79M | Sell |
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|
2022
Q1 | $9.57M | Sell |
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|
2021
Q4 | $12.8M | Buy |
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|
2021
Q3 | $11.9M | Sell |
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|
2021
Q2 | $12.1M | Sell |
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|
2021
Q1 | $11.3M | Sell |
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|
2020
Q4 | $12.9M | Sell |
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|
2020
Q3 | $12.4M | Sell |
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|
2020
Q2 | $13.6M | Buy |
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