Jones Financial Companies
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Jones Financial Companies’s Otter Tail OTTR Stock Holding History

Jones Financial Companies’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$468K Buy
2025
Q1 		$449K Buy
2024
Q4 		$156K Buy
2024
Q3 		$72.2K Buy
2024
Q2 		$56.7K Buy
2023
Q2 		– Sell
2023
Q1 		$15.4K Buy
2021
Q2 		– Sell
2021
Q1 		$12K Hold
2020
Q4 		$11K Buy