Segall Bryant & Hamill’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.82M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $353K | Sell |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $361K | Sell |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $517K | Sell |
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|
2021
Q3 | $485K | Sell |
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|
2021
Q2 | $498K | Sell |
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|
2021
Q1 | $607K | Sell |
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|
2020
Q4 | $646K | Sell |
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|
2020
Q3 | $625K | Sell |
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|
2020
Q2 | $587K | Buy |
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