Charles Schwab’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 | $41.2M | Sell |
534,328
-17,010
| -3% | -$1.31M | 0.01% | 1222 |
|
|
2025
Q1 | $44.3M | Buy |
551,338
+14,793
| +3% | +$1.19M | 0.01% | 1156 |
|
|
2024
Q4 | $39.6M | Buy |
536,545
+27,415
| +5% | +$2.02M | 0.01% | 1294 |
|
|
2024
Q3 | $39.8M | Buy |
509,130
+3,425
| +0.7% | +$268K | 0.01% | 1279 |
|
|
2024
Q2 | $44.3M | Buy |
505,705
+20,007
| +4% | +$1.75M | 0.01% | 1163 |
|
|
2024
Q1 | $42M | Sell |
485,698
-12,991
| -3% | -$1.12M | 0.01% | 1150 |
|
|
2023
Q4 | $42.4M | Sell |
498,689
-10,160
| -2% | -$863K | 0.01% | 1108 |
|
|
2023
Q3 | $38.6M | Buy |
508,849
+11,061
| +2% | +$840K | 0.01% | 1072 |
|
|
2023
Q2 | $39.3M | Buy |
497,788
+1,179
| +0.2% | +$93.1K | 0.01% | 1024 |
|
|
2023
Q1 | $35.9M | Buy |
496,609
+3,513
| +0.7% | +$254K | 0.01% | 1061 |
|
|
2022
Q4 | $28.9M | Buy |
493,096
+13,934
| +3% | +$818K | 0.01% | 1165 |
|
|
2022
Q3 | $29.5M | Sell |
479,162
-15,803
| -3% | -$972K | 0.01% | 1114 |
|
|
2022
Q2 | $33.2M | Buy |
494,965
+34,923
| +8% | +$2.34M | 0.01% | 1028 |
|
|
2022
Q1 | $28.8M | Buy |
460,042
+47,064
| +11% | +$2.94M | 0.01% | 1256 |
|
|
2021
Q4 | $29.5M | Buy |
412,978
+1,958
| +0.5% | +$140K | 0.01% | 1278 |
|
|
2021
Q3 | $23M | Buy |
411,020
+9,852
| +2% | +$551K | 0.01% | 1464 |
|
|
2021
Q2 | $19.6M | Buy |
401,168
+19,353
| +5% | +$945K | 0.01% | 1605 |
|
|
2021
Q1 | $17.6M | Buy |
381,815
+17,378
| +5% | +$802K | 0.01% | 1622 |
|
|
2020
Q4 | $15.5M | Buy |
364,437
+7,449
| +2% | +$317K | 0.01% | 1575 |
|
|
2020
Q3 | $12.9M | Sell |
356,988
-2,137
| -0.6% | -$77.3K | 0.01% | 1507 |
|
|
2020
Q2 | $13.9M | Sell |
359,125
-108,257
| -23% | -$4.2M | 0.01% | 1418 |
|
|
2020
Q1 | $20.8M | Buy |
467,382
+124,371
| +36% | +$5.53M | 0.01% | 988 |
|
|
2019
Q4 | $17.6M | Buy |
343,011
+10,287
| +3% | +$528K | 0.01% | 1299 |
|
|
2019
Q3 | $17.9M | Buy |
332,724
+8,946
| +3% | +$481K | 0.01% | 1220 |
|
|
2019
Q2 | $17.1M | Sell |
323,778
-4,419
| -1% | -$233K | 0.01% | 1246 |
|
|
2019
Q1 | $16.4M | Buy |
328,197
+12,850
| +4% | +$640K | 0.01% | 1233 |
|
|
2018
Q4 | $15.7M | Sell |
315,347
-4,522
| -1% | -$224K | 0.01% | 1146 |
|
|
2018
Q3 | $15.3M | Buy |
319,869
+13,085
| +4% | +$627K | 0.01% | 1344 |
|
|
2018
Q2 | $14.6M | Buy |
306,784
+10,867
| +4% | +$517K | 0.01% | 1325 |
|
|
2018
Q1 | $12.8M | Buy |
295,917
+16,916
| +6% | +$733K | 0.01% | 1317 |
|
|
2017
Q4 | $12.4M | Buy |
279,001
+13,101
| +5% | +$582K | 0.01% | 1330 |
|
|
2017
Q3 | $11.5M | Buy |
265,900
+8,438
| +3% | +$366K | 0.01% | 1317 |
|
|
2017
Q2 | $10.2M | Buy |
257,462
+16,561
| +7% | +$656K | 0.01% | 1335 |
|
|
2017
Q1 | $9.13M | Buy |
240,901
+18,037
| +8% | +$684K | 0.01% | 1376 |
|
|
2016
Q4 | $9.09M | Buy |
222,864
+1,783
| +0.8% | +$72.7K | 0.01% | 1329 |
|
|
2016
Q3 | $7.65M | Buy |
221,081
+10,999
| +5% | +$380K | 0.01% | 1361 |
|
|
2016
Q2 | $7.04M | Buy |
210,082
+4,913
| +2% | +$165K | 0.01% | 1319 |
|
|
2016
Q1 | $6.08M | Buy |
205,169
+6,259
| +3% | +$185K | 0.01% | 1394 |
|
|
2015
Q4 | $5.3M | Buy |
198,910
+12,966
| +7% | +$345K | 0.01% | 1475 |
|
|
2015
Q3 | $4.85M | Buy |
185,944
+11,788
| +7% | +$307K | 0.01% | 1494 |
|
|
2015
Q2 | $4.63M | Buy |
174,156
+9,077
| +5% | +$241K | 0.01% | 1587 |
|
|
2015
Q1 | $5.31M | Buy |
165,079
+22,441
| +16% | +$722K | 0.01% | 1475 |
|
|
2014
Q4 | $4.42M | Buy |
142,638
+4,635
| +3% | +$144K | 0.01% | 1538 |
|
|
2014
Q3 | $3.68M | Buy |
138,003
+2,495
| +2% | +$66.6K | 0.01% | 1606 |
|
|
2014
Q2 | $4.11M | Buy |
135,508
+4,442
| +3% | +$135K | 0.01% | 1558 |
|
|
2014
Q1 | $4.04M | Buy |
131,066
+13,421
| +11% | +$413K | 0.01% | 1508 |
|
|
2013
Q4 | $3.44M | Buy |
117,645
+2,882
| +3% | +$84.4K | 0.01% | 1555 |
|
|
2013
Q3 | $3.18M | Buy |
114,763
+7,137
| +7% | +$198K | 0.01% | 1540 |
|
|
2013
Q2 | $3.05M | Buy |
+107,626
| New | +$3.05M | 0.01% | 1448 |
|