Great Valley Advisor Group’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	$786K	Buy	+10,200	New	+$786K	0.02%	499
2024 Q4	–	Sell	-3,368	Closed	-$263K	–	872
2024 Q3	$263K	Buy	3,368 +19	+0.6%	+$1.49K	0.01%	727
2024 Q2	$293K	Buy	+3,349	New	+$293K	0.01%	649