Zions Bancorporation’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $648K | Buy |
7,000
+2,268
| +48% | +$210K | 0.04% | 243 |
|
|
2024
Q3 | $492K | Sell |
4,732
-128
| -3% | -$13.3K | 0.04% | 254 |
|
|
2024
Q2 | $468K | Sell |
4,860
-3,269
| -40% | -$315K | 0.04% | 245 |
|
|
2024
Q1 | $807K | Sell |
8,129
-1,774
| -18% | -$176K | 0.06% | 221 |
|
|
2023
Q4 | $886K | Buy |
9,903
+600
| +6% | +$53.7K | 0.06% | 221 |
|
|
2023
Q3 | $747K | Buy |
9,303
+2,166
| +30% | +$174K | 0.07% | 214 |
|
|
2023
Q2 | $635K | Buy |
7,137
+3,091
| +76% | +$275K | 0.05% | 231 |
|
|
2023
Q1 | $341K | Buy |
4,046
+3,156
| +355% | +$266K | 0.03% | 269 |
|
|
2022
Q4 | $69.7K | Sell |
890
-127
| -12% | -$9.95K | 0.01% | 400 |
|
|
2022
Q3 | $65K | Sell |
1,017
-3
| -0.3% | -$192 | 0.01% | 398 |
|
|
2022
Q2 | $72K | Sell |
1,020
-79
| -7% | -$5.58K | 0.01% | 419 |
|
|
2022
Q1 | $85K | Buy |
1,099
+119
| +12% | +$9.2K | 0.01% | 437 |
|
|
2021
Q4 | $85K | Sell |
980
-13
| -1% | -$1.13K | 0.01% | 395 |
|
|
2021
Q3 | $82K | Sell |
993
-164
| -14% | -$13.5K | 0.01% | 397 |
|
|
2021
Q2 | $95K | Buy |
1,157
+114
| +11% | +$9.36K | 0.01% | 358 |
|
|
2021
Q1 | $71K | Sell |
1,043
-127
| -11% | -$8.65K | 0.01% | 375 |
|
|
2020
Q4 | $79K | Sell |
1,170
-95
| -8% | -$6.42K | 0.01% | 339 |
|
|
2020
Q3 | $79K | Sell |
1,265
-307
| -20% | -$19.2K | 0.01% | 310 |
|
|
2020
Q2 | $89K | Buy |
+1,572
| New | +$89K | 0.01% | 284 |
|