Sunbelt Securities’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 | $10.7K | Sell |
115
-15
| -12% | -$1.39K | ﹤0.01% | 1294 |
|
|
2025
Q1 | $13.4K | Buy |
130
+15
| +13% | +$1.55K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $10.6K | Hold |
115
| – | – | ﹤0.01% | 1297 |
|
|
2024
Q3 | $12K | Buy |
115
+49
| +74% | +$5.09K | ﹤0.01% | 1263 |
|
|
2024
Q2 | $6.35K | Buy |
66
+14
| +27% | +$1.35K | ﹤0.01% | 1351 |
|
|
2024
Q1 | $5.16K | Hold |
52
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q4 | $4.65K | Hold |
52
| – | – | ﹤0.01% | 1324 |
|
|
2023
Q3 | $4.18K | Hold |
52
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q2 | $4.63K | Hold |
52
| – | – | ﹤0.01% | 1337 |
|
|
2023
Q1 | $4.32K | Buy |
+52
| New | +$4.32K | ﹤0.01% | 1325 |
|