Concourse Financial Group Securities’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,023
| Closed | -$395K | – | 5804 |
|
|
2024
Q4 | $395K | Buy |
5,023
+25
| +0.5% | +$1.96K | 0.02% | 533 |
|
|
2024
Q3 | $391K | Buy |
4,998
+125
| +3% | +$9.77K | 0.02% | 522 |
|
|
2024
Q2 | $427K | Buy |
4,873
+21
| +0.4% | +$1.84K | 0.03% | 485 |
|
|
2024
Q1 | $419K | Buy |
4,852
+22
| +0.5% | +$1.9K | 0.03% | 479 |
|
|
2023
Q4 | $410K | Buy |
4,830
+23
| +0.5% | +$1.95K | 0.03% | 483 |
|
|
2023
Q3 | $365K | Buy |
4,807
+22
| +0.5% | +$1.67K | 0.03% | 476 |
|
|
2023
Q2 | $378K | Buy |
4,785
+24
| +0.5% | +$1.9K | 0.03% | 483 |
|
|
2023
Q1 | $344K | Sell |
4,761
-134
| -3% | -$9.69K | 0.03% | 504 |
|
|
2022
Q4 | $287K | Sell |
4,895
-1,666
| -25% | -$97.8K | 0.02% | 525 |
|
|
2022
Q3 | $404K | Buy |
6,561
+1,916
| +41% | +$118K | 0.04% | 396 |
|
|
2022
Q2 | $312K | Buy |
4,645
+24
| +0.5% | +$1.61K | 0.03% | 493 |
|
|
2022
Q1 | $289K | Sell |
4,621
-998
| -18% | -$62.4K | 0.02% | 539 |
|
|
2021
Q4 | $401K | Buy |
5,619
+1,051
| +23% | +$75K | 0.02% | 537 |
|
|
2021
Q3 | $256K | Buy |
4,568
+27
| +0.6% | +$1.51K | 0.02% | 635 |
|
|
2021
Q2 | $222K | Sell |
4,541
-65
| -1% | -$3.18K | 0.01% | 685 |
|
|
2021
Q1 | $213K | Buy |
4,606
+35
| +0.8% | +$1.62K | 0.01% | 660 |
|
|
2020
Q4 | $195K | Buy |
4,571
+34
| +0.7% | +$1.45K | 0.01% | 641 |
|
|
2020
Q3 | $164K | Buy |
4,537
+36
| +0.8% | +$1.3K | 0.01% | 614 |
|
|
2020
Q2 | $175K | Sell |
4,501
-443
| -9% | -$17.2K | 0.02% | 551 |
|
|
2020
Q1 | $220K | Buy |
4,944
+27
| +0.5% | +$1.2K | 0.02% | 435 |
|
|
2019
Q4 | $252K | Buy |
4,917
+27
| +0.6% | +$1.38K | 0.03% | 443 |
|
|
2019
Q3 | $263K | Hold |
4,890
| – | – | 0.07% | 232 |
|
|
2019
Q2 | $258K | Buy |
4,890
+475
| +11% | +$25.1K | 0.03% | 403 |
|
|
2019
Q1 | $219K | Hold |
4,415
| – | – | 0.02% | 452 |
|
|
2018
Q4 | $219K | Hold |
4,415
| – | – | 0.03% | 415 |
|
|
2018
Q3 | $212K | Buy |
+4,415
| New | +$212K | 0.06% | 275 |
|