Asset Planning Inc’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.5K Hold
500
0.03% 166
2025
Q1
$40.2K Hold
500
0.03% 158
2024
Q4
$36.9K Buy
+500
New +$36.9K 0.03% 167