Advisors Asset Management’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 | $1.05M | Buy |
13,644
+1,414
| +12% | +$109K | 0.02% | 766 |
|
|
2025
Q1 | $983K | Sell |
12,230
-814
| -6% | -$65.4K | 0.02% | 750 |
|
|
2024
Q4 | $963K | Buy |
13,044
+743
| +6% | +$54.9K | 0.02% | 749 |
|
|
2024
Q3 | $961K | Buy |
12,301
+3,012
| +32% | +$235K | 0.02% | 745 |
|
|
2024
Q2 | $814K | Buy |
9,289
+1,170
| +14% | +$102K | 0.02% | 776 |
|
|
2024
Q1 | $701K | Buy |
8,119
+3,210
| +65% | +$277K | 0.01% | 819 |
|
|
2023
Q4 | $417K | Buy |
4,909
+1,438
| +41% | +$122K | 0.01% | 947 |
|
|
2023
Q3 | $264K | Buy |
3,471
+1,622
| +88% | +$123K | 0.01% | 1052 |
|
|
2023
Q2 | $146K | Buy |
1,849
+1,225
| +196% | +$96.7K | ﹤0.01% | 1164 |
|
|
2023
Q1 | $45.1K | Buy |
+624
| New | +$45.1K | ﹤0.01% | 1314 |
|
|
2022
Q3 | – | Sell |
-2,710
| Closed | -$182K | – | 1500 |
|
|
2022
Q2 | $182K | Sell |
2,710
-3,720
| -58% | -$250K | ﹤0.01% | 1179 |
|
|
2022
Q1 | $402K | Sell |
6,430
-2,784
| -30% | -$174K | 0.01% | 1067 |
|
|
2021
Q4 | $658K | Sell |
9,214
-2,472
| -21% | -$177K | 0.01% | 930 |
|
|
2021
Q3 | $654K | Sell |
11,686
-3,981
| -25% | -$223K | 0.01% | 932 |
|
|
2021
Q2 | $765K | Buy |
15,667
+30
| +0.2% | +$1.47K | 0.01% | 906 |
|
|
2021
Q1 | $722K | Sell |
15,637
-1,208
| -7% | -$55.8K | 0.01% | 923 |
|
|
2020
Q4 | $718K | Buy |
16,845
+219
| +1% | +$9.34K | 0.01% | 874 |
|
|
2020
Q3 | $601K | Buy |
16,626
+330
| +2% | +$11.9K | 0.01% | 862 |
|
|
2020
Q2 | $632K | Sell |
16,296
-721
| -4% | -$28K | 0.01% | 822 |
|
|
2020
Q1 | $757K | Sell |
17,017
-1,803
| -10% | -$80.2K | 0.02% | 698 |
|
|
2019
Q4 | $965K | Buy |
18,820
+220
| +1% | +$11.3K | 0.02% | 777 |
|
|
2019
Q3 | $1M | Buy |
18,600
+889
| +5% | +$47.8K | 0.02% | 756 |
|
|
2019
Q2 | $935K | Buy |
17,711
+576
| +3% | +$30.4K | 0.02% | 805 |
|
|
2019
Q1 | $854K | Buy |
17,135
+333
| +2% | +$16.6K | 0.02% | 881 |
|
|
2018
Q4 | $834K | Buy |
16,802
+4,413
| +36% | +$219K | 0.02% | 823 |
|
|
2018
Q3 | $593K | Buy |
12,389
+4,496
| +57% | +$215K | 0.01% | 1000 |
|
|
2018
Q2 | $376K | Sell |
7,893
-12,558
| -61% | -$598K | 0.01% | 1117 |
|
|
2018
Q1 | $814K | Sell |
20,451
-1,848
| -8% | -$73.6K | 0.01% | 915 |
|
|
2017
Q4 | $991K | Sell |
22,299
-1,262
| -5% | -$56.1K | 0.02% | 856 |
|
|
2017
Q3 | $1.02M | Sell |
23,561
-8,490
| -26% | -$368K | 0.02% | 851 |
|
|
2017
Q2 | $1.27M | Sell |
32,051
-122,732
| -79% | -$4.86M | 0.02% | 790 |
|
|
2017
Q1 | $5.87M | Sell |
154,783
-6,787
| -4% | -$257K | 0.1% | 277 |
|
|
2016
Q4 | $6.59M | Sell |
161,570
-5,638
| -3% | -$230K | 0.11% | 267 |
|
|
2016
Q3 | $5.78M | Sell |
167,208
-12,352
| -7% | -$427K | 0.09% | 305 |
|
|
2016
Q2 | $6.01M | Buy |
179,560
+62,429
| +53% | +$2.09M | 0.1% | 305 |
|
|
2016
Q1 | $3.47M | Sell |
117,131
-120,779
| -51% | -$3.58M | 0.06% | 469 |
|
|
2015
Q4 | $6.34M | Sell |
237,910
-19,772
| -8% | -$527K | 0.1% | 283 |
|
|
2015
Q3 | $6.72M | Sell |
257,682
-10,390
| -4% | -$271K | 0.11% | 273 |
|
|
2015
Q2 | $7.13M | Sell |
268,072
-7,502
| -3% | -$200K | 0.1% | 278 |
|
|
2015
Q1 | $8.87M | Buy |
275,574
+117,032
| +74% | +$3.76M | 0.12% | 226 |
|
|
2014
Q4 | $4.91M | Buy |
158,542
+157,285
| +12,513% | +$4.87M | 0.07% | 352 |
|
|
2014
Q3 | $34K | Buy |
+1,257
| New | +$34K | ﹤0.01% | 1702 |
|