Cambridge Investment Research Advisors’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 | $628K | Sell |
8,142
-500
| -6% | -$38.6K | ﹤0.01% | 2341 |
|
|
2025
Q1 | $695K | Sell |
8,642
-282
| -3% | -$22.7K | ﹤0.01% | 2159 |
|
|
2024
Q4 | $659K | Sell |
8,924
-33
| -0.4% | -$2.44K | ﹤0.01% | 2205 |
|
|
2024
Q3 | $700K | Buy |
8,957
+2,444
| +38% | +$191K | ﹤0.01% | 2137 |
|
|
2024
Q2 | $570K | Sell |
6,513
-166
| -2% | -$14.5K | ﹤0.01% | 2192 |
|
|
2024
Q1 | $577K | Sell |
6,679
-855
| -11% | -$73.9K | ﹤0.01% | 2161 |
|
|
2023
Q4 | $640K | Buy |
7,534
+694
| +10% | +$59K | ﹤0.01% | 1993 |
|
|
2023
Q3 | $519K | Sell |
6,840
-46
| -0.7% | -$3.49K | ﹤0.01% | 2047 |
|
|
2023
Q2 | $544K | Sell |
6,886
-344
| -5% | -$27.2K | ﹤0.01% | 2067 |
|
|
2023
Q1 | $523K | Buy |
7,230
+203
| +3% | +$14.7K | ﹤0.01% | 2050 |
|
|
2022
Q4 | $413K | Sell |
7,027
-470
| -6% | -$27.6K | ﹤0.01% | 2172 |
|
|
2022
Q3 | $461K | Buy |
7,497
+1,325
| +21% | +$81.5K | ﹤0.01% | 1999 |
|
|
2022
Q2 | $414K | Sell |
6,172
-266
| -4% | -$17.8K | ﹤0.01% | 2107 |
|
|
2022
Q1 | $402K | Buy |
6,438
+310
| +5% | +$19.4K | ﹤0.01% | 2289 |
|
|
2021
Q4 | $438K | Buy |
6,128
+901
| +17% | +$64.4K | ﹤0.01% | 2214 |
|
|
2021
Q3 | $293K | Buy |
5,227
+36
| +0.7% | +$2.02K | ﹤0.01% | 2488 |
|
|
2021
Q2 | $253K | Buy |
5,191
+114
| +2% | +$5.56K | ﹤0.01% | 2602 |
|
|
2021
Q1 | $234K | Sell |
5,077
-445
| -8% | -$20.5K | ﹤0.01% | 2480 |
|
|
2020
Q4 | $235K | Buy |
+5,522
| New | +$235K | ﹤0.01% | 2351 |
|
|
2020
Q3 | – | Sell |
-7,808
| Closed | -$303K | – | 2577 |
|
|
2020
Q2 | $303K | Buy |
7,808
+76
| +1% | +$2.95K | ﹤0.01% | 1879 |
|
|
2020
Q1 | $344K | Hold |
7,732
| – | – | ﹤0.01% | 1595 |
|
|
2019
Q4 | $397K | Buy |
7,732
+442
| +6% | +$22.7K | ﹤0.01% | 1730 |
|
|
2019
Q3 | $392K | Buy |
7,290
+1,015
| +16% | +$54.6K | ﹤0.01% | 1658 |
|
|
2019
Q2 | $331K | Buy |
6,275
+394
| +7% | +$20.8K | ﹤0.01% | 1687 |
|
|
2019
Q1 | $293K | Buy |
5,881
+350
| +6% | +$17.4K | ﹤0.01% | 1830 |
|
|
2018
Q4 | $275K | Buy |
5,531
+100
| +2% | +$4.97K | ﹤0.01% | 1715 |
|
|
2018
Q3 | $260K | Buy |
+5,431
| New | +$260K | ﹤0.01% | 1885 |
|