USA Financial Formulas’s Otter Tail OTTR Stock Holding History

USA Financial Formulas’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 Q3	$93.1K	Sell
2025 Q2	$88K	Sell
2025 Q1	$96.6K	Buy
2024 Q4	$57.8K	Sell
2024 Q3	$65K	Sell
2024 Q2	$84.7K	Buy
2022 Q2	–	Sell
2022 Q1	$2K	Buy
2021 Q4	–	Sell
2021 Q3	$2K	Buy