Thrivent Financial for Lutherans’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
$11.1M Buy
112,113
+80,000
+249% +$7.92M 0.02% 532
2025
Q1
$3.31M Sell
32,113
-119
-0.4% -$12.3K 0.01% 995
2024
Q4
$2.99M Sell
32,232
-4,380
-12% -$406K 0.01% 1172
2024
Q3
$3.81M Buy
36,612
+2,825
+8% +$294K 0.01% 1055
2024
Q2
$3.25M Sell
33,787
-1,387
-4% -$133K 0.01% 1085
2024
Q1
$3.49M Sell
35,174
-483
-1% -$47.9K 0.01% 1050
2023
Q4
$3.19M Sell
35,657
-1,926
-5% -$172K 0.01% 1060
2023
Q3
$3.02M Buy
37,583
+19,989
+114% +$1.61M 0.01% 1034
2023
Q2
$1.57M Sell
17,594
-215
-1% -$19.1K ﹤0.01% 1507
2023
Q1
$1.5M Sell
17,809
-32
-0.2% -$2.7K ﹤0.01% 1508
2022
Q4
$1.4M Sell
17,841
-83
-0.5% -$6.5K ﹤0.01% 1514
2022
Q3
$1.14M Sell
17,924
-18
-0.1% -$1.15K ﹤0.01% 1591
2022
Q2
$1.27M Sell
17,942
-31
-0.2% -$2.19K ﹤0.01% 1552
2022
Q1
$1.38M Sell
17,973
-121
-0.7% -$9.31K ﹤0.01% 1594
2021
Q4
$1.58M Sell
18,094
-213
-1% -$18.5K ﹤0.01% 1558
2021
Q3
$1.51M Sell
18,307
-371,520
-95% -$30.6M ﹤0.01% 1559
2021
Q2
$31.9M Buy
389,827
+2,805
+0.7% +$229K 0.06% 339
2021
Q1
$26.5M Buy
387,022
+17,329
+5% +$1.19M 0.06% 372
2020
Q4
$25M Sell
369,693
-48,339
-12% -$3.27M 0.06% 394
2020
Q3
$26.1M Sell
418,032
-84,068
-17% -$5.25M 0.07% 329
2020
Q2
$28.5M Buy
+502,100
New +$28.5M 0.09% 276