Kovitz Investment Group Partners’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	$219K	Buy	2,840 +2	+0.1%	+$154	﹤0.01%	1246
2025 Q1	$228K	Sell	2,838 -9	-0.3%	-$723	﹤0.01%	1131
2024 Q4	$210K	Buy	+2,847	New	+$210K	﹤0.01%	1149