GeoWealth 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 Q1	–	Sell	-70	Closed	-$5.17K	–	1578
2024 Q4	$5.17K	Sell	70 -4	-5%	-$295	﹤0.01%	1544
2024 Q3	$5.78K	Buy	+74	New	+$5.78K	﹤0.01%	1438