Segall Bryant & Hamill’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-26,478	Closed	-$1.96M	–	623
2024 Q4	$1.96M	Sell	26,478 -11,226	-30%	-$829K	0.03%	444
2024 Q3	$2.95M	Buy	+37,704	New	+$2.95M	0.04%	394