Coldstream Capital Management’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 | $477K | Sell |
6,190
-446
| -7% | -$34.4K | 0.01% | 680 |
|
|
2025
Q1 | $533K | Buy |
6,636
+517
| +8% | +$41.6K | 0.01% | 575 |
|
|
2024
Q4 | $452K | Sell |
6,119
-496
| -7% | -$36.6K | 0.01% | 652 |
|
|
2024
Q3 | $517K | Sell |
6,615
-2
| -0% | -$156 | 0.01% | 597 |
|
|
2024
Q2 | $580K | Buy |
6,617
+214
| +3% | +$18.7K | 0.01% | 498 |
|
|
2024
Q1 | $553K | Hold |
6,403
| – | – | 0.01% | 519 |
|
|
2023
Q4 | $544K | Sell |
6,403
-118
| -2% | -$10K | 0.02% | 470 |
|
|
2023
Q3 | $495K | Buy |
6,521
+8
| +0.1% | +$607 | 0.02% | 425 |
|
|
2023
Q2 | $514K | Buy |
6,513
+424
| +7% | +$33.5K | 0.02% | 440 |
|
|
2023
Q1 | $440K | Buy |
6,089
+56
| +0.9% | +$4.05K | 0.01% | 478 |
|
|
2022
Q4 | $354K | Buy |
+6,033
| New | +$354K | 0.01% | 542 |
|
|
2022
Q2 | $400K | Sell |
5,946
-31
| -0.5% | -$2.09K | 0.02% | 464 |
|
|
2022
Q1 | $374K | Buy |
+5,977
| New | +$374K | 0.01% | 483 |
|