CFGSD
Compass Financial Group (South Dakota)’s Otter Tail OTTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
2,651
+17
| +0.6% | +$1.31K | 0.03% | 91 |
|
|
2025
Q1 | $212K | Buy |
+2,634
| New | +$212K | 0.04% | 87 |
|
|
2024
Q4 | – | Sell |
-2,603
| Closed | -$204K | – | 95 |
|
|
2024
Q3 | $204K | Sell |
2,603
-88
| -3% | -$6.88K | 0.04% | 89 |
|
|
2024
Q2 | $236K | Buy |
2,691
+13
| +0.5% | +$1.14K | 0.05% | 82 |
|
|
2024
Q1 | $231K | Buy |
2,678
+13
| +0.5% | +$1.12K | 0.05% | 83 |
|
|
2023
Q4 | $226K | Buy |
2,665
+14
| +0.5% | +$1.19K | 0.06% | 84 |
|
|
2023
Q3 | $201K | Hold |
2,651
| – | – | 0.06% | 90 |
|
|
2023
Q2 | $209K | Buy |
+2,651
| New | +$209K | 0.06% | 92 |
|