Wealth Alliance Advisory Group’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	$244K	Hold	2,779	–	–	0.04%	177
2025 Q4	$225K	Hold	2,779	–	–	0.04%	181
2025 Q3	$228K	Hold	2,779	–	–	0.04%	175
2025 Q2	$214K	Hold	2,779	–	–	0.04%	177
2025 Q1	$223K	Hold	2,779	–	–	0.05%	175
2024 Q4	$205K	Hold	2,779	–	–	0.04%	178
2024 Q3	$217K	Hold	2,779	–	–	0.05%	173
2024 Q2	$243K	Hold	2,779	–	–	0.05%	161
2024 Q1	$240K	Hold	2,779	–	–	0.06%	163
2023 Q4	$236K	Hold	2,779	–	–	0.06%	159
2023 Q3	$211K	Hold	2,779	–	–	0.06%	158
2023 Q2	$219K	Hold	2,779	–	–	0.08%	148
2023 Q1	$201K	Buy	+2,779	New	+$185K	0.08%	150
2019 Q2	–	Sell	-4,800	Closed	-$243K	–	130
2019 Q1	$243K	Hold	4,800	–	–	0.16%	103
2018 Q4	$238K	Hold	4,800	–	–	0.18%	94
2018 Q3	$230K	Hold	4,800	–	–	0.12%	117
2018 Q2	$228K	Hold	4,800	–	–	0.13%	109
2018 Q1	$208K	Buy	+4,800	New	+$201K	0.12%	108