James Investment Research’s Otter Tail OTTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$933K	Buy	10,631 +13	+0.1%	+$1.13K	0.1%	173
2025 Q4	$858K	Buy	10,618 +5	+0%	+$405	0.09%	180
2025 Q3	$870K	Buy	10,613 +2,311	+28%	+$187K	0.1%	177
2025 Q2	$640K	Hold	8,302	–	–	0.08%	193
2025 Q1	$667K	Hold	8,302	–	–	0.08%	183
2024 Q4	$613K	Hold	8,302	–	–	0.07%	193
2024 Q3	$649K	Buy	8,302 +475	+6%	+$41.1K	0.07%	190
2024 Q2	$686K	Buy	7,827 +1,851	+31%	+$162K	0.08%	188
2024 Q1	$516K	Sell	5,976 -2	-0%	-$174	0.06%	209
2023 Q4	$508K	Hold	5,978	–	–	0.06%	201
2023 Q3	$454K	Hold	5,978	–	–	0.06%	199
2023 Q2	$472K	Hold	5,978	–	–	0.06%	195
2023 Q1	$432K	Buy	5,978 +6	+0.1%	+$399	0.06%	199
2022 Q4	$351K	Buy	5,972 +1,947	+48%	+$117K	0.05%	208
2022 Q3	$248K	Hold	4,025	–	–	0.04%	231
2022 Q2	$270K	Buy	+4,025	New	+$256K	0.04%	223
2017 Q1	–	Sell	-44,255	Closed	-$1.81M	–	689
2016 Q4	$1.81M	Hold	44,255	–	–	0.05%	228
2016 Q3	$1.53M	Buy	+44,255	New	+$1.53M	0.04%	218