Advisornet Financial’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 | $57.1K | Hold |
650
| – | – | ﹤0.01% | 1010 |
|
|
2025
Q4 | $52.5K | Hold |
650
| – | – | ﹤0.01% | 1043 |
|
|
2025
Q3 | $53.3K | Buy |
650
+100
| +18% | +$8.11K | ﹤0.01% | 1003 |
|
|
2025
Q2 | $42.4K | Hold |
550
| – | – | ﹤0.01% | 1047 |
|
|
2025
Q1 | $44.2K | Buy |
550
+300
| +120% | +$23.8K | ﹤0.01% | 977 |
|
|
2024
Q4 | $18.5K | Sell |
250
-3,232
| -93% | -$253K | ﹤0.01% | 1170 |
|
|
2024
Q3 | $272K | Sell |
3,482
-6
| -0.2% | -$519 | 0.02% | 463 |
|
|
2024
Q2 | $306K | Hold |
3,488
| – | – | 0.03% | 392 |
|
|
2024
Q1 | $301K | Sell |
3,488
-230
| -6% | -$20K | 0.03% | 396 |
|
|
2023
Q4 | $316K | Sell |
3,718
-2
| -0.1% | -$154 | 0.03% | 396 |
|
|
2023
Q3 | $282K | Sell |
3,720
-225
| -6% | -$18.5K | 0.03% | 391 |
|
|
2023
Q2 | $312K | Hold |
3,945
| – | – | 0.03% | 391 |
|
|
2023
Q1 | $285K | Buy |
3,945
+51
| +1% | +$3.39K | 0.03% | 398 |
|
|
2022
Q4 | $229K | Buy |
3,894
+56
| +1% | +$3.35K | 0.02% | 448 |
|
|
2022
Q3 | $236K | Hold |
3,838
| – | – | 0.02% | 473 |
|
|
2022
Q2 | $258K | Sell |
3,838
-679
| -15% | -$43.2K | 0.03% | 446 |
|
|
2022
Q1 | $282K | Buy |
4,517
+6
| +0.1% | +$376 | 0.02% | 475 |
|
|
2021
Q4 | $322K | Sell |
4,511
-39
| -0.9% | -$2.52K | 0.02% | 489 |
|
|
2021
Q3 | $255K | Buy |
4,550
+3,086
| +211% | +$164K | 0.02% | 506 |
|
|
2021
Q2 | $71K | Buy |
1,464
+8
| +0.5% | +$383 | ﹤0.01% | 883 |
|
|
2021
Q1 | $67K | Buy |
1,456
+8
| +0.6% | +$342 | ﹤0.01% | 865 |
|
|
2020
Q4 | $62K | Sell |
1,448
-2,070
| -59% | -$84.4K | 0.01% | 812 |
|
|
2020
Q3 | $127K | Sell |
3,518
-532
| -13% | -$20.5K | 0.01% | 611 |
|
|
2020
Q2 | $157K | Buy |
4,050
+383
| +10% | +$16.1K | 0.01% | 549 |
|
|
2020
Q1 | $163K | Sell |
3,667
-11
| -0.3% | -$548 | 0.02% | 504 |
|
|
2019
Q4 | $189K | Sell |
3,678
-373
| -9% | -$19.4K | 0.02% | 515 |
|
|
2019
Q3 | $218K | Buy |
4,051
+575
| +17% | +$30.1K | 0.02% | 484 |
|
|
2019
Q2 | $184K | Buy |
3,476
+6
| +0.2% | +$306 | 0.02% | 466 |
|
|
2019
Q1 | $173K | Buy |
3,470
+7
| +0.2% | +$344 | 0.02% | 447 |
|
|
2018
Q4 | $172K | Sell |
3,463
-844
| -20% | -$40.3K | 0.02% | 416 |
|
|
2018
Q3 | $206K | Sell |
4,307
-515
| -11% | -$24.9K | 0.03% | 410 |
|
|
2018
Q2 | $230K | Buy |
4,822
+755
| +19% | +$34K | 0.03% | 376 |
|
|
2018
Q1 | $176K | Buy |
4,067
+328
| +9% | +$13.7K | 0.02% | 412 |
|
|
2017
Q4 | $166K | Buy |
+3,739
| New | +$171K | 0.03% | 376 |
|
Other funds holding OTTR
VPM
VCM
Advisornet Financial's OTTR Position: Q1 2026 in Review
Advisornet Financial held its Otter Tail (OTTR) position steady in Q1 2026 at 650 shares worth $57.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.
Advisornet Financial first reported a position in OTTR in Q4 2017 and has held it in 34 quarters since. The position peaked at $322K in Q4 2021. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.
- Advisornet Financial held 650 shares of Otter Tail worth $57.1K as of Q1 2026.
- Advisornet Financial left its Otter Tail share count unchanged in Q1 2026.
- Otter Tail made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1010 holding.
- Advisornet Financial first reported a position in Otter Tail in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's Otter Tail position peaked at $322K in Q4 2021.
- 344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.