Congress Wealth Management’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	$473K	Buy	6,130 +3,026	+97%	+$233K	﹤0.01%	945
2025 Q1	$249K	Buy	3,104 +104	+3%	+$8.36K	﹤0.01%	979
2024 Q4	$222K	Sell	3,000 -225	-7%	-$16.6K	﹤0.01%	831
2024 Q3	$252K	Buy	+3,225	New	+$252K	﹤0.01%	772