Avantax Advisory Services’s Otter Tail OTTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$557K Buy
7,228
+264
+4% +$20.6K ﹤0.01% 1524
2025
Q1
$560K Buy
6,964
+228
+3% +$18.1K ﹤0.01% 1437
2024
Q4
$497K Buy
6,736
+1,261
+23% +$98.7K ﹤0.01% 1449
2024
Q3
$428K Sell
5,475
-348
-6% -$30.1K ﹤0.01% 1520
2024
Q2
$510K Buy
5,823
+187
+3% +$16.4K ﹤0.01% 1348
2024
Q1
$487K Buy
5,636
+549
+11% +$47.7K ﹤0.01% 1053
2023
Q4
$432K Buy
5,087
+2,166
+74% +$167K ﹤0.01% 1056
2023
Q3
$222K Sell
2,921
-788
-21% -$64.7K ﹤0.01% 1372
2023
Q2
$293K Sell
3,709
-18
-0.5% -$1.35K ﹤0.01% 1201
2023
Q1
$269K Buy
+3,727
New +$248K ﹤0.01% 1213
2020
Q4
Sell
-7,452
Closed -$270K 1221
2020
Q3
$270K Buy
+7,452
New +$287K ﹤0.01% 1080
2020
Q2
Sell
-5,537
Closed -$247K 880
2020
Q1
$247K Buy
+5,537
New +$276K 0.01% 649

Other funds holding OTTR

Avantax Advisory Services's OTTR Position: Q2 2025 in Review

Avantax Advisory Services increased its Otter Tail (OTTR) stake by 3.8% in Q2 2025, buying an estimated $20.6K and bringing the position to 7,228 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1524.

Avantax Advisory Services first reported a position in OTTR in Q1 2020 and has held it in 12 quarters since. The position peaked at $560K in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Avantax Advisory Services held 7,228 shares of Otter Tail worth $557K as of Q2 2025.
  • Avantax Advisory Services bought 264 Otter Tail shares in Q2 2025, an estimated $20.6K.
  • Otter Tail made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1524 holding.
  • Avantax Advisory Services first reported a position in Otter Tail in Q1 2020 and has held it in 12 quarters since.
  • Avantax Advisory Services's Otter Tail position peaked at $560K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.