Commonwealth Equity Services’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 | $2.36M | Buy |
26,865
+3,180
| +13% | +$275K | ﹤0.01% | 1868 |
|
|
2025
Q4 | $1.91M | Sell |
23,685
-4,606
| -16% | -$373K | ﹤0.01% | 2022 |
|
|
2025
Q3 | $2.32M | Buy |
28,291
+6,042
| +27% | +$490K | ﹤0.01% | 1883 |
|
|
2025
Q2 | $1.72M | Buy |
22,249
+1,358
| +7% | +$106K | ﹤0.01% | 2117 |
|
|
2025
Q1 | $1.68M | Buy |
20,891
+1,381
| +7% | +$109K | ﹤0.01% | 2057 |
|
|
2024
Q4 | $1.44M | Buy |
19,510
+2,367
| +14% | +$185K | ﹤0.01% | 2119 |
|
|
2024
Q3 | $1.34M | Buy |
17,143
+359
| +2% | +$31.1K | ﹤0.01% | 2102 |
|
|
2024
Q2 | $1.47M | Buy |
16,784
+72
| +0.4% | +$6.3K | ﹤0.01% | 1993 |
|
|
2024
Q1 | $1.44M | Buy |
16,712
+991
| +6% | +$86.1K | ﹤0.01% | 1995 |
|
|
2023
Q4 | $1.34M | Buy |
15,721
+2,114
| +16% | +$163K | ﹤0.01% | 1968 |
|
|
2023
Q3 | $1.03M | Sell |
13,607
-427
| -3% | -$35.1K | ﹤0.01% | 2049 |
|
|
2023
Q2 | $1.11M | Buy |
14,034
+1,594
| +13% | +$120K | ﹤0.01% | 2020 |
|
|
2023
Q1 | $899 | Buy |
12,440
+51
| +0.4% | +$3.39K | ﹤0.01% | 2117 |
|
|
2022
Q4 | $727K | Sell |
12,389
-471
| -4% | -$28.2K | ﹤0.01% | 2165 |
|
|
2022
Q3 | $791K | Buy |
12,860
+234
| +2% | +$16.9K | ﹤0.01% | 2071 |
|
|
2022
Q2 | $847K | Buy |
12,626
+51
| +0.4% | +$3.24K | ﹤0.01% | 2029 |
|
|
2022
Q1 | $785K | Buy |
12,575
+73
| +0.6% | +$4.58K | ﹤0.01% | 2171 |
|
|
2021
Q4 | $892K | Sell |
12,502
-1,201
| -9% | -$77.6K | ﹤0.01% | 2076 |
|
|
2021
Q3 | $767K | Sell |
13,703
-764
| -5% | -$40.5K | ﹤0.01% | 2135 |
|
|
2021
Q2 | $706K | Buy |
14,467
+192
| +1% | +$9.19K | ﹤0.01% | 2192 |
|
|
2021
Q1 | $659K | Sell |
14,275
-151
| -1% | -$6.46K | ﹤0.01% | 2109 |
|
|
2020
Q4 | $614K | Buy |
14,426
+368
| +3% | +$15K | ﹤0.01% | 2011 |
|
|
2020
Q3 | $508K | Sell |
14,058
-924
| -6% | -$35.6K | ﹤0.01% | 1950 |
|
|
2020
Q2 | $581K | Buy |
14,982
+1,358
| +10% | +$57.1K | ﹤0.01% | 1781 |
|
|
2020
Q1 | $605K | Buy |
13,624
+915
| +7% | +$45.6K | ﹤0.01% | 1576 |
|
|
2019
Q4 | $651K | Sell |
12,709
-428
| -3% | -$22.2K | ﹤0.01% | 1704 |
|
|
2019
Q3 | $706K | Sell |
13,137
-217
| -2% | -$11.4K | ﹤0.01% | 1580 |
|
|
2019
Q2 | $705K | Buy |
13,354
+616
| +5% | +$31.4K | ﹤0.01% | 1565 |
|
|
2019
Q1 | $634K | Sell |
12,738
-348
| -3% | -$17.1K | ﹤0.01% | 1591 |
|
|
2018
Q4 | $649K | Buy |
13,086
+291
| +2% | +$13.9K | ﹤0.01% | 1470 |
|
|
2018
Q3 | $612K | Sell |
12,795
-23,978
| -65% | -$1.16M | ﹤0.01% | 1652 |
|
|
2018
Q2 | $1.75M | Sell |
36,773
-4,532
| -11% | -$204K | 0.01% | 970 |
|
|
2018
Q1 | $1.79M | Sell |
41,305
-664
| -2% | -$27.8K | 0.01% | 929 |
|
|
2017
Q4 | $1.87M | Sell |
41,969
-6,325
| -13% | -$290K | 0.01% | 890 |
|
|
2017
Q3 | $2.09M | Sell |
48,294
-1,943
| -4% | -$80.4K | 0.01% | 784 |
|
|
2017
Q2 | $1.99M | Buy |
50,237
+1,708
| +4% | +$67.1K | 0.01% | 790 |
|
|
2017
Q1 | $1.84M | Sell |
48,529
-1,754
| -3% | -$66.4K | 0.01% | 782 |
|
|
2016
Q4 | $2.05M | Sell |
50,283
-3,694
| -7% | -$137K | 0.02% | 701 |
|
|
2016
Q3 | $1.87M | Sell |
53,977
-5,602
| -9% | -$194K | 0.01% | 712 |
|
|
2016
Q2 | $2M | Buy |
59,579
+8,135
| +16% | +$244K | 0.02% | 647 |
|
|
2016
Q1 | $1.52M | Buy |
51,444
+11,311
| +28% | +$310K | 0.01% | 756 |
|
|
2015
Q4 | $1.07M | Buy |
40,133
+6,366
| +19% | +$171K | 0.01% | 896 |
|
|
2015
Q3 | $880K | Buy |
33,767
+2,704
| +9% | +$71.4K | 0.01% | 958 |
|
|
2015
Q2 | $826K | Buy |
31,063
+14,493
| +87% | +$416K | 0.01% | 1060 |
|
|
2015
Q1 | $533K | Sell |
16,570
-231
| -1% | -$7.36K | 0.01% | 1275 |
|
|
2014
Q4 | $520K | Buy |
16,801
+3,676
| +28% | +$109K | 0.01% | 1259 |
|
|
2014
Q3 | $350K | Sell |
13,125
-5,606
| -30% | -$159K | ﹤0.01% | 1453 |
|
|
2014
Q2 | $567K | Buy |
18,731
+5,988
| +47% | +$174K | 0.01% | 1167 |
|
|
2014
Q1 | $392K | Sell |
12,743
-419
| -3% | -$12.4K | 0.01% | 1317 |
|
|
2013
Q4 | $385K | Sell |
13,162
-5,013
| -28% | -$146K | 0.01% | 1287 |
|
|
2013
Q3 | $502K | Buy |
18,175
+2,997
| +20% | +$86.3K | 0.01% | 1090 |
|
|
2013
Q2 | $431K | Buy |
+15,178
| New | +$447K | 0.01% | 1098 |
|
Other funds holding OTTR
VPM
VCM
