Avantax Advisory Services’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 | $557K | Buy |
7,228
+264
| +4% | +$20.4K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $560K | Buy |
6,964
+228
| +3% | +$18.3K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $497K | Buy |
6,736
+1,261
| +23% | +$93.1K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $428K | Sell |
5,475
-348
| -6% | -$27.2K | ﹤0.01% | 1520 |
|
|
2024
Q2 | $510K | Buy |
5,823
+187
| +3% | +$16.4K | ﹤0.01% | 1348 |
|
|
2024
Q1 | $487K | Buy |
5,636
+549
| +11% | +$47.4K | ﹤0.01% | 1053 |
|
|
2023
Q4 | $432K | Buy |
5,087
+2,166
| +74% | +$184K | ﹤0.01% | 1056 |
|
|
2023
Q3 | $222K | Sell |
2,921
-788
| -21% | -$59.8K | ﹤0.01% | 1372 |
|
|
2023
Q2 | $293K | Sell |
3,709
-18
| -0.5% | -$1.42K | ﹤0.01% | 1201 |
|
|
2023
Q1 | $269K | Buy |
+3,727
| New | +$269K | ﹤0.01% | 1213 |
|
|
2020
Q4 | – | Sell |
-7,452
| Closed | -$270K | – | 1221 |
|
|
2020
Q3 | $270K | Buy |
+7,452
| New | +$270K | ﹤0.01% | 1080 |
|
|
2020
Q2 | – | Sell |
-5,537
| Closed | -$247K | – | 880 |
|
|
2020
Q1 | $247K | Buy |
+5,537
| New | +$247K | 0.01% | 649 |
|