AssetMark Inc’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 | $848 | Buy |
11
+7
| +175% | +$540 | ﹤0.01% | 2647 |
|
|
2025
Q1 | $321 | Hold |
4
| – | – | ﹤0.01% | 2479 |
|
|
2024
Q4 | $295 | Buy |
+4
| New | +$295 | ﹤0.01% | 2440 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$7K | – | 1469 |
|
|
2020
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 955 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 896 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1007 |
|
|
2019
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1026 |
|
|
2019
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 964 |
|
|
2019
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 965 |
|
|
2019
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 990 |
|
|
2018
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 1018 |
|
|
2018
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 1046 |
|
|
2018
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q4 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1136 |
|
|
2016
Q2 | – | Sell |
-554
| Closed | -$16K | – | 1253 |
|
|
2016
Q1 | $16K | Hold |
554
| – | – | ﹤0.01% | 796 |
|
|
2015
Q4 | $15K | Buy |
+554
| New | +$15K | ﹤0.01% | 832 |
|