Benjamin Edwards Inc’s Otter Tail OTTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-36,074
Closed -$2.66M 1136
2024
Q4
$2.66M Buy
36,074
+694
+2% +$51.2K 0.04% 376
2024
Q3
$2.77M Sell
35,380
-243
-0.7% -$19K 0.04% 369
2024
Q2
$3.12M Sell
35,623
-1,046
-3% -$91.6K 0.6% 36
2024
Q1
$3.17M Buy
36,669
+15,892
+76% +$1.37M 0.63% 36
2023
Q4
$1.77M Sell
20,777
-31
-0.1% -$2.63K 0.38% 72
2023
Q3
$1.58M Buy
20,808
+4,946
+31% +$376K 0.37% 76
2023
Q2
$1.25M Buy
15,862
+280
+2% +$22.1K 0.29% 98
2023
Q1
$1.13M Sell
15,582
-864
-5% -$62.4K 0.27% 104
2022
Q4
$966K Buy
16,446
+356
+2% +$20.9K 0.25% 115
2022
Q3
$990K Buy
+16,090
New +$990K 0.3% 106