Truist 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 | $4.48M | Sell |
45,250
-3,112
| -6% | -$308K | 0.01% | 905 |
|
|
2025
Q1 | $4.99M | Sell |
48,362
-4,436
| -8% | -$458K | 0.01% | 836 |
|
|
2024
Q4 | $4.89M | Sell |
52,798
-2,560
| -5% | -$237K | 0.01% | 832 |
|
|
2024
Q3 | $5.75M | Sell |
55,358
-4,061
| -7% | -$422K | 0.01% | 770 |
|
|
2024
Q2 | $5.72M | Sell |
59,419
-4,331
| -7% | -$417K | 0.01% | 801 |
|
|
2024
Q1 | $6.33M | Sell |
63,750
-6,732
| -10% | -$668K | 0.01% | 793 |
|
|
2023
Q4 | $6.31M | Sell |
70,482
-775
| -1% | -$69.3K | 0.01% | 784 |
|
|
2023
Q3 | $5.72M | Sell |
71,257
-1,379
| -2% | -$111K | 0.01% | 792 |
|
|
2023
Q2 | $6.47M | Sell |
72,636
-7,406
| -9% | -$659K | 0.01% | 741 |
|
|
2023
Q1 | $6.76M | Sell |
80,042
-1,124
| -1% | -$94.9K | 0.01% | 719 |
|
|
2022
Q4 | $6.36M | Buy |
81,166
+3,395
| +4% | +$266K | 0.01% | 729 |
|
|
2022
Q3 | $4.96M | Sell |
77,771
-3,351
| -4% | -$214K | 0.01% | 789 |
|
|
2022
Q2 | $5.73M | Sell |
81,122
-1,266
| -2% | -$89.5K | 0.01% | 755 |
|
|
2022
Q1 | $6.34M | Sell |
82,388
-11,320
| -12% | -$871K | 0.01% | 793 |
|
|
2021
Q4 | $8.16M | Buy |
93,708
+2,478
| +3% | +$216K | 0.01% | 716 |
|
|
2021
Q3 | $7.51M | Sell |
91,230
-908
| -1% | -$74.7K | 0.01% | 734 |
|
|
2021
Q2 | $7.54M | Sell |
92,138
-528
| -0.6% | -$43.2K | 0.01% | 735 |
|
|
2021
Q1 | $6.34M | Sell |
92,666
-12,016
| -11% | -$822K | 0.01% | 756 |
|
|
2020
Q4 | $7.07M | Sell |
104,682
-6,605
| -6% | -$446K | 0.01% | 705 |
|
|
2020
Q3 | $6.95M | Sell |
111,287
-26,666
| -19% | -$1.66M | 0.02% | 654 |
|
|
2020
Q2 | $7.85M | Buy |
+137,953
| New | +$7.85M | 0.02% | 591 |
|