Stifel Financial’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 | $8.86M | Sell |
89,508
-1,115
| -1% | -$110K | 0.01% | 948 |
|
|
2025
Q1 | $9.35M | Sell |
90,623
-4,145
| -4% | -$428K | 0.01% | 867 |
|
|
2024
Q4 | $8.78M | Buy |
94,768
+6,916
| +8% | +$641K | 0.01% | 912 |
|
|
2024
Q3 | $9.13M | Buy |
87,852
+3,120
| +4% | +$324K | 0.01% | 882 |
|
|
2024
Q2 | $8.16M | Sell |
84,732
-8,293
| -9% | -$798K | 0.01% | 894 |
|
|
2024
Q1 | $9.23M | Sell |
93,025
-1,410
| -1% | -$140K | 0.01% | 847 |
|
|
2023
Q4 | $8.45M | Sell |
94,435
-513
| -0.5% | -$45.9K | 0.01% | 841 |
|
|
2023
Q3 | $7.63M | Buy |
94,948
+983
| +1% | +$78.9K | 0.01% | 835 |
|
|
2023
Q2 | $8.36M | Sell |
93,965
-6,908
| -7% | -$615K | 0.01% | 786 |
|
|
2023
Q1 | $8.51M | Buy |
100,873
+1,401
| +1% | +$118K | 0.01% | 751 |
|
|
2022
Q4 | $7.79M | Sell |
99,472
-21,740
| -18% | -$1.7M | 0.01% | 766 |
|
|
2022
Q3 | $7.73M | Sell |
121,212
-3,171
| -3% | -$202K | 0.01% | 737 |
|
|
2022
Q2 | $8.79M | Sell |
124,383
-51
| -0% | -$3.61K | 0.01% | 707 |
|
|
2022
Q1 | $9.58M | Sell |
124,434
-22,262
| -15% | -$1.71M | 0.01% | 747 |
|
|
2021
Q4 | $12.8M | Buy |
146,696
+1,625
| +1% | +$141K | 0.02% | 645 |
|
|
2021
Q3 | $11.9M | Sell |
145,071
-2,966
| -2% | -$244K | 0.02% | 653 |
|
|
2021
Q2 | $12.1M | Sell |
148,037
-16,722
| -10% | -$1.37M | 0.02% | 638 |
|
|
2021
Q1 | $11.3M | Sell |
164,759
-26,744
| -14% | -$1.83M | 0.02% | 622 |
|
|
2020
Q4 | $12.9M | Sell |
191,503
-7,040
| -4% | -$476K | 0.02% | 518 |
|
|
2020
Q3 | $12.4M | Sell |
198,543
-41,157
| -17% | -$2.57M | 0.03% | 474 |
|
|
2020
Q2 | $13.6M | Buy |
+239,700
| New | +$13.6M | 0.03% | 416 |
|