Concord Wealth Partners’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 | $3.08K | Hold |
40
| – | – | ﹤0.01% | 685 |
|
|
2025
Q1 | $3.22K | Hold |
40
| – | – | ﹤0.01% | 637 |
|
|
2024
Q4 | $2.95K | Hold |
40
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $3.13K | Hold |
40
| – | – | ﹤0.01% | 694 |
|
|
2024
Q2 | $3.5K | Hold |
40
| – | – | ﹤0.01% | 614 |
|
|
2024
Q1 | $3.46K | Hold |
40
| – | – | ﹤0.01% | 696 |
|
|
2023
Q4 | $3.4K | Hold |
40
| – | – | ﹤0.01% | 673 |
|
|
2023
Q3 | $3.04K | Buy |
+40
| New | +$3.04K | ﹤0.01% | 803 |
|
|
2023
Q1 | – | Sell |
-24
| Closed | -$1.41K | – | 1158 |
|
|
2022
Q4 | $1.41K | Buy |
+24
| New | +$1.41K | ﹤0.01% | 1009 |
|
|
2022
Q3 | – | Sell |
-24
| Closed | -$2K | – | 822 |
|
|
2022
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1122 |
|