Advisornet Financial’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 | $42.4K | Hold |
550
| – | – | ﹤0.01% | 1034 |
|
|
2025
Q1 | $44.2K | Buy |
550
+300
| +120% | +$24.1K | ﹤0.01% | 969 |
|
|
2024
Q4 | $18.5K | Sell |
250
-3,232
| -93% | -$239K | ﹤0.01% | 1155 |
|
|
2024
Q3 | $272K | Sell |
3,482
-6
| -0.2% | -$469 | 0.02% | 463 |
|
|
2024
Q2 | $306K | Hold |
3,488
| – | – | 0.03% | 392 |
|
|
2024
Q1 | $301K | Sell |
3,488
-230
| -6% | -$19.9K | 0.03% | 396 |
|
|
2023
Q4 | $316K | Sell |
3,718
-2
| -0.1% | -$170 | 0.03% | 396 |
|
|
2023
Q3 | $282K | Sell |
3,720
-225
| -6% | -$17.1K | 0.03% | 391 |
|
|
2023
Q2 | $312K | Hold |
3,945
| – | – | 0.03% | 391 |
|
|
2023
Q1 | $285K | Buy |
3,945
+51
| +1% | +$3.69K | 0.03% | 398 |
|
|
2022
Q4 | $229K | Buy |
3,894
+56
| +1% | +$3.29K | 0.02% | 448 |
|
|
2022
Q3 | $236K | Hold |
3,838
| – | – | 0.02% | 472 |
|
|
2022
Q2 | $258K | Sell |
3,838
-679
| -15% | -$45.6K | 0.03% | 444 |
|
|
2022
Q1 | $282K | Buy |
4,517
+6
| +0.1% | +$375 | 0.02% | 473 |
|
|
2021
Q4 | $322K | Sell |
4,511
-39
| -0.9% | -$2.78K | 0.02% | 486 |
|
|
2021
Q3 | $255K | Buy |
4,550
+3,086
| +211% | +$173K | 0.02% | 503 |
|
|
2021
Q2 | $71K | Buy |
1,464
+8
| +0.5% | +$388 | ﹤0.01% | 876 |
|
|
2021
Q1 | $67K | Buy |
1,456
+8
| +0.6% | +$368 | ﹤0.01% | 859 |
|
|
2020
Q4 | $62K | Sell |
1,448
-2,070
| -59% | -$88.6K | 0.01% | 808 |
|
|
2020
Q3 | $127K | Sell |
3,518
-532
| -13% | -$19.2K | 0.01% | 608 |
|
|
2020
Q2 | $157K | Buy |
4,050
+383
| +10% | +$14.8K | 0.01% | 547 |
|
|
2020
Q1 | $163K | Sell |
3,667
-11
| -0.3% | -$489 | 0.02% | 502 |
|
|
2019
Q4 | $189K | Sell |
3,678
-373
| -9% | -$19.2K | 0.02% | 514 |
|
|
2019
Q3 | $218K | Buy |
4,051
+575
| +17% | +$30.9K | 0.02% | 482 |
|
|
2019
Q2 | $184K | Buy |
3,476
+6
| +0.2% | +$318 | 0.02% | 464 |
|
|
2019
Q1 | $173K | Buy |
3,470
+7
| +0.2% | +$349 | 0.02% | 447 |
|
|
2018
Q4 | $172K | Sell |
3,463
-844
| -20% | -$41.9K | 0.02% | 416 |
|
|
2018
Q3 | $206K | Sell |
4,307
-515
| -11% | -$24.6K | 0.03% | 410 |
|
|
2018
Q2 | $230K | Buy |
4,822
+755
| +19% | +$36K | 0.03% | 376 |
|
|
2018
Q1 | $176K | Buy |
4,067
+328
| +9% | +$14.2K | 0.02% | 412 |
|
|
2017
Q4 | $166K | Buy |
+3,739
| New | +$166K | 0.03% | 376 |
|