Accredited Investors’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 | $333K | Buy |
4,324
+14
| +0.3% | +$1.08K | 0.02% | 183 |
|
|
2025
Q1 | $346K | Buy |
4,310
+43
| +1% | +$3.46K | 0.02% | 160 |
|
|
2024
Q4 | $315K | Buy |
4,267
+25
| +0.6% | +$1.85K | 0.02% | 174 |
|
|
2024
Q3 | $332K | Buy |
4,242
+25
| +0.6% | +$1.95K | 0.02% | 168 |
|
|
2024
Q2 | $369K | Buy |
4,217
+22
| +0.5% | +$1.93K | 0.02% | 145 |
|
|
2024
Q1 | $362K | Buy |
4,195
+23
| +0.6% | +$1.99K | 0.02% | 148 |
|
|
2023
Q4 | $355K | Sell |
4,172
-46
| -1% | -$3.91K | 0.03% | 143 |
|
|
2023
Q3 | $320K | Buy |
4,218
+23
| +0.5% | +$1.75K | 0.02% | 139 |
|
|
2023
Q2 | $331K | Buy |
4,195
+24
| +0.6% | +$1.9K | 0.02% | 136 |
|
|
2023
Q1 | $301K | Buy |
4,171
+25
| +0.6% | +$1.81K | 0.02% | 146 |
|
|
2022
Q4 | $243K | Buy |
4,146
+29
| +0.7% | +$1.7K | 0.02% | 159 |
|
|
2022
Q3 | $253K | Buy |
4,117
+22
| +0.5% | +$1.35K | 0.03% | 147 |
|
|
2022
Q2 | $275K | Buy |
4,095
+25
| +0.6% | +$1.68K | 0.03% | 144 |
|
|
2022
Q1 | $254K | Buy |
4,070
+26
| +0.6% | +$1.62K | 0.02% | 157 |
|
|
2021
Q4 | $289K | Buy |
4,044
+24
| +0.6% | +$1.72K | 0.03% | 150 |
|
|
2021
Q3 | $225K | Buy |
+4,020
| New | +$225K | 0.02% | 154 |
|
|
2021
Q2 | – | Sell |
-6,274
| Closed | -$290K | – | 168 |
|
|
2021
Q1 | $290K | Buy |
6,274
+35
| +0.6% | +$1.62K | 0.04% | 130 |
|
|
2020
Q4 | $266K | Sell |
6,239
-2,277
| -27% | -$97.1K | 0.04% | 126 |
|
|
2020
Q3 | $308K | Buy |
8,516
+37
| +0.4% | +$1.34K | 0.06% | 107 |
|
|
2020
Q2 | $329K | Sell |
8,479
-4,593
| -35% | -$178K | 0.07% | 102 |
|
|
2020
Q1 | $581K | Buy |
13,072
+28
| +0.2% | +$1.24K | 0.14% | 71 |
|
|
2019
Q4 | $669K | Buy |
13,044
+27
| +0.2% | +$1.39K | 0.11% | 74 |
|
|
2019
Q3 | $700K | Buy |
13,017
+25
| +0.2% | +$1.34K | 0.13% | 66 |
|
|
2019
Q2 | $686K | Buy |
12,992
+25
| +0.2% | +$1.32K | 0.13% | 69 |
|
|
2019
Q1 | $646K | Buy |
12,967
+26
| +0.2% | +$1.3K | 0.13% | 69 |
|
|
2018
Q4 | $642K | Buy |
12,941
+25
| +0.2% | +$1.24K | 0.14% | 61 |
|
|
2018
Q3 | $619K | Buy |
12,916
+25
| +0.2% | +$1.2K | 0.15% | 57 |
|
|
2018
Q2 | $614K | Buy |
12,891
+27
| +0.2% | +$1.29K | 0.16% | 52 |
|
|
2018
Q1 | $558K | Buy |
12,864
+29
| +0.2% | +$1.26K | 0.15% | 52 |
|
|
2017
Q4 | $571K | Buy |
12,835
+24
| +0.2% | +$1.07K | 0.16% | 55 |
|
|
2017
Q3 | $555K | Buy |
12,811
+1,474
| +13% | +$63.9K | 0.15% | 59 |
|
|
2017
Q2 | $449K | Buy |
11,337
+16
| +0.1% | +$634 | 0.12% | 58 |
|
|
2017
Q1 | $429K | Buy |
11,321
+18
| +0.2% | +$682 | 0.11% | 63 |
|
|
2016
Q4 | $461K | Buy |
11,303
+16
| +0.1% | +$653 | 0.12% | 62 |
|
|
2016
Q3 | $390K | Sell |
11,287
-738
| -6% | -$25.5K | 0.11% | 66 |
|
|
2016
Q2 | $335K | Buy |
12,025
+2,020
| +20% | +$56.3K | 0.09% | 69 |
|
|
2016
Q1 | $296K | Hold |
10,005
| – | – | 0.08% | 74 |
|
|
2015
Q4 | $267K | Hold |
10,005
| – | – | 0.07% | 75 |
|
|
2015
Q3 | $261K | Hold |
10,005
| – | – | 0.07% | 69 |
|
|
2015
Q2 | $267K | Hold |
10,005
| – | – | 0.07% | 63 |
|
|
2015
Q1 | $322K | Sell |
10,005
-451
| -4% | -$14.5K | 0.08% | 54 |
|
|
2014
Q4 | $324K | Sell |
10,456
-1,127
| -10% | -$34.9K | 0.1% | 52 |
|
|
2014
Q3 | $309K | Hold |
11,583
| – | – | 0.09% | 53 |
|
|
2014
Q2 | $351K | Hold |
11,583
| – | – | 0.11% | 45 |
|
|
2014
Q1 | $357K | Sell |
11,583
-882
| -7% | -$27.2K | 0.12% | 44 |
|
|
2013
Q4 | $365K | Sell |
12,465
-5,464
| -30% | -$160K | 0.13% | 37 |
|
|
2013
Q3 | $495K | Buy |
+17,929
| New | +$495K | 0.18% | 31 |
|