Aptus Capital Advisors’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-79,294
| Closed | -$5.86M | – | 1473 |
|
|
2024
Q4 | $5.86M | Buy |
79,294
+14,539
| +22% | +$1.07M | 0.06% | 234 |
|
|
2024
Q3 | $5.06M | Buy |
64,755
+8,744
| +16% | +$683K | 0.08% | 209 |
|
|
2024
Q2 | $4.91M | Buy |
56,011
+11,103
| +25% | +$973K | 0.09% | 183 |
|
|
2024
Q1 | $3.88M | Buy |
44,908
+4,736
| +12% | +$409K | 0.07% | 201 |
|
|
2023
Q4 | $3.41M | Sell |
40,172
-444
| -1% | -$37.7K | 0.09% | 167 |
|
|
2023
Q3 | $3.08M | Sell |
40,616
-8,288
| -17% | -$629K | 0.08% | 180 |
|
|
2023
Q2 | $3.86M | Buy |
48,904
+3,648
| +8% | +$288K | 0.09% | 159 |
|
|
2023
Q1 | $3.27M | Buy |
45,256
+5,302
| +13% | +$383K | 0.09% | 164 |
|
|
2022
Q4 | $2.35M | Buy |
39,954
+4,018
| +11% | +$236K | 0.07% | 196 |
|
|
2022
Q3 | $2.21M | Buy |
+35,936
| New | +$2.21M | 0.05% | 191 |
|