Allworth 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 | $92.3K | Buy |
1,198
+548
| +84% | +$42.2K | ﹤0.01% | 1583 |
|
|
2025
Q1 | $51.4K | Buy |
650
+12
| +2% | +$949 | ﹤0.01% | 1526 |
|
|
2024
Q4 | $50.1K | Buy |
638
+91
| +17% | +$7.15K | ﹤0.01% | 1568 |
|
|
2024
Q3 | $42.7K | Buy |
547
+312
| +133% | +$24.4K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $21.8K | Buy |
235
+107
| +84% | +$9.94K | ﹤0.01% | 1824 |
|
|
2024
Q1 | $11.1K | Buy |
128
+1
| +0.8% | +$86 | ﹤0.01% | 2066 |
|
|
2023
Q4 | $10.8K | Hold |
127
| – | – | ﹤0.01% | 1951 |
|
|
2023
Q3 | $9.61K | Hold |
127
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q2 | $9.99K | Buy |
127
+1
| +0.8% | +$79 | ﹤0.01% | 1859 |
|
|
2023
Q1 | $9.09K | Buy |
126
+1
| +0.8% | +$72 | ﹤0.01% | 1823 |
|
|
2022
Q4 | $7.34K | Sell |
125
-242
| -66% | -$14.2K | ﹤0.01% | 1785 |
|
|
2022
Q3 | $23K | Buy |
367
+17
| +5% | +$1.07K | ﹤0.01% | 1241 |
|
|
2022
Q2 | $23K | Buy |
350
+1
| +0.3% | +$66 | ﹤0.01% | 1187 |
|
|
2022
Q1 | $22K | Sell |
349
-2
| -0.6% | -$126 | ﹤0.01% | 1220 |
|
|
2021
Q4 | $25K | Buy |
351
+7
| +2% | +$499 | ﹤0.01% | 1033 |
|
|
2021
Q3 | $19K | Buy |
344
+224
| +187% | +$12.4K | ﹤0.01% | 1060 |
|
|
2021
Q2 | $6K | Buy |
120
+1
| +0.8% | +$50 | ﹤0.01% | 1167 |
|
|
2021
Q1 | $6K | Buy |
119
+1
| +0.8% | +$50 | ﹤0.01% | 1098 |
|
|
2020
Q4 | $5K | Buy |
118
+1
| +0.9% | +$42 | ﹤0.01% | 996 |
|
|
2020
Q3 | $4K | Buy |
117
+1
| +0.9% | +$34 | ﹤0.01% | 885 |
|
|
2020
Q2 | $5K | Buy |
116
+1
| +0.9% | +$43 | ﹤0.01% | 869 |
|
|
2020
Q1 | $5K | Buy |
115
+1
| +0.9% | +$43 | ﹤0.01% | 875 |
|
|
2019
Q4 | $6K | Hold |
114
| – | – | ﹤0.01% | 738 |
|
|
2019
Q3 | $6K | Buy |
114
+1
| +0.9% | +$53 | ﹤0.01% | 660 |
|
|
2019
Q2 | $6K | Buy |
113
+1
| +0.9% | +$53 | ﹤0.01% | 660 |
|
|
2019
Q1 | $6K | Buy |
+112
| New | +$6K | ﹤0.01% | 652 |
|
|
2018
Q2 | – | Sell |
-208
| Closed | -$9K | – | 998 |
|
|
2018
Q1 | $9K | Sell |
208
-208
| -50% | -$9K | ﹤0.01% | 508 |
|
|
2017
Q4 | $18K | Buy |
+416
| New | +$18K | ﹤0.01% | 394 |
|