Bank of Montreal’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $771K | Buy |
8,780
+349
| +4% | +$30.2K | ﹤0.01% | 2176 |
|
|
2025
Q4 | $681K | Sell |
8,431
-92
| -1% | -$7.45K | ﹤0.01% | 2168 |
|
|
2025
Q3 | $699K | Sell |
8,523
-3,537
| -29% | -$287K | ﹤0.01% | 2120 |
|
|
2025
Q2 | $930K | Sell |
12,060
-90
| -0.7% | -$7.03K | ﹤0.01% | 1941 |
|
|
2025
Q1 | $976K | Buy |
12,150
+1,380
| +13% | +$109K | ﹤0.01% | 1838 |
|
|
2024
Q4 | $795K | Sell |
10,770
-471
| -4% | -$36.9K | ﹤0.01% | 1988 |
|
|
2024
Q3 | $878K | Buy |
11,241
+299
| +3% | +$25.9K | ﹤0.01% | 2107 |
|
|
2024
Q2 | $965K | Buy |
10,942
+89
| +0.8% | +$7.79K | ﹤0.01% | 2041 |
|
|
2024
Q1 | $939K | Buy |
10,853
+1,127
| +12% | +$98K | ﹤0.01% | 2034 |
|
|
2023
Q4 | $853K | Buy |
9,726
+323
| +3% | +$24.9K | ﹤0.01% | 2144 |
|
|
2023
Q3 | $773K | Sell |
9,403
-6,424
| -41% | -$527K | ﹤0.01% | 2190 |
|
|
2023
Q2 | $1.26M | Buy |
15,827
+4,901
| +45% | +$368K | ﹤0.01% | 2058 |
|
|
2023
Q1 | $790K | Buy |
10,926
+5,171
| +90% | +$343K | ﹤0.01% | 2194 |
|
|
2022
Q4 | $340K | Hold |
5,755
| – | – | ﹤0.01% | 2836 |
|
|
2022
Q3 | $374 | Sell |
5,755
-36
| -0.6% | -$2.6K | ﹤0.01% | 2784 |
|
|
2022
Q2 | $386 | Sell |
5,791
-401
| -6% | -$25.5K | ﹤0.01% | 2843 |
|
|
2022
Q1 | $395K | Buy |
6,192
+167
| +3% | +$10.5K | ﹤0.01% | 3008 |
|
|
2021
Q4 | $428K | Sell |
6,025
-1
| -0% | -$65 | ﹤0.01% | 2511 |
|
|
2021
Q3 | $342K | Buy |
+6,026
| New | +$319K | ﹤0.01% | 3073 |
|
|
2021
Q2 | – | Sell |
-4,151
| Closed | -$191K | – | 4578 |
|
|
2021
Q1 | $191K | Sell |
4,151
-5,547
| -57% | -$237K | ﹤0.01% | 3135 |
|
|
2020
Q4 | $409K | Buy |
9,698
+4,406
| +83% | +$180K | ﹤0.01% | 2824 |
|
|
2020
Q3 | $203K | Sell |
5,292
-1,516
| -22% | -$58.3K | ﹤0.01% | 2739 |
|
|
2020
Q2 | $255K | Buy |
6,808
+3,345
| +97% | +$141K | ﹤0.01% | 2605 |
|
|
2020
Q1 | $150K | Sell |
3,463
-4,478
| -56% | -$223K | ﹤0.01% | 2439 |
|
|
2019
Q4 | $407K | Sell |
7,941
-37,714
| -83% | -$1.96M | ﹤0.01% | 2781 |
|
|
2019
Q3 | $2.45M | Buy |
45,655
+10,064
| +28% | +$527K | ﹤0.01% | 1547 |
|
|
2019
Q2 | $1.88M | Buy |
35,591
+32,761
| +1,158% | +$1.67M | ﹤0.01% | 1729 |
|
|
2019
Q1 | $141K | Sell |
2,830
-1,759
| -38% | -$86.4K | ﹤0.01% | 2902 |
|
|
2018
Q4 | $228K | Buy |
4,589
+287
| +7% | +$13.7K | ﹤0.01% | 2510 |
|
|
2018
Q3 | $206K | Buy |
4,302
+1,192
| +38% | +$57.6K | ﹤0.01% | 2725 |
|
|
2018
Q2 | $148K | Sell |
3,110
-33,287
| -91% | -$1.5M | ﹤0.01% | 2919 |
|
|
2018
Q1 | $1.58M | Buy |
36,397
+33,567
| +1,186% | +$1.4M | ﹤0.01% | 1682 |
|
|
2017
Q4 | $126K | Sell |
2,830
-16
| -0.6% | -$733 | ﹤0.01% | 2909 |
|
|
2017
Q3 | $124K | Hold |
2,846
| – | – | ﹤0.01% | 2895 |
|
|
2017
Q2 | $113K | Hold |
2,846
| – | – | ﹤0.01% | 2939 |
|
|
2017
Q1 | $108K | Buy |
2,846
+2
| +0.1% | +$76 | ﹤0.01% | 2785 |
|
|
2016
Q4 | $109K | Hold |
2,844
| – | – | ﹤0.01% | 2794 |
|
|
2016
Q3 | $98K | Sell |
2,844
-11
| -0.4% | -$380 | ﹤0.01% | 2787 |
|
|
2016
Q2 | $95K | Sell |
2,855
-4,069
| -59% | -$122K | ﹤0.01% | 2825 |
|
|
2016
Q1 | $205K | Sell |
6,924
-3,367
| -33% | -$92.4K | ﹤0.01% | 2449 |
|
|
2015
Q4 | $274K | Buy |
10,291
+2,449
| +31% | +$65.7K | ﹤0.01% | 2247 |
|
|
2015
Q3 | $204K | Buy |
+7,842
| New | +$207K | ﹤0.01% | 2259 |
|
|
2015
Q1 | – | Sell |
-20
| Closed | -$1K | – | 4140 |
|
|
2014
Q4 | $1K | Buy |
+20
| New | +$591 | ﹤0.01% | 3921 |
|
|
2014
Q3 | – | Sell |
-910
| Closed | -$28K | – | 4302 |
|
|
2014
Q2 | $28K | Buy |
+910
| New | +$26.5K | ﹤0.01% | 3448 |
|
Other funds holding OTTR
VPM
VCM
