Covestor’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 | $140K | Sell |
1,817
-951
| -34% | -$73.3K | 0.08% | 358 |
|
|
2025
Q1 | $222K | Buy |
2,768
+108
| +4% | +$8.66K | 0.15% | 123 |
|
|
2024
Q4 | $196K | Buy |
2,660
+1,097
| +70% | +$80.8K | 0.12% | 181 |
|
|
2024
Q3 | $122K | Buy |
1,563
+439
| +39% | +$34.3K | 0.08% | 406 |
|
|
2024
Q2 | $99K | Sell |
1,124
-1
| -0.1% | -$88 | 0.06% | 488 |
|
|
2024
Q1 | $97K | Sell |
1,125
-106
| -9% | -$9.14K | 0.06% | 555 |
|
|
2023
Q4 | $105K | Sell |
1,231
-298
| -19% | -$25.4K | 0.07% | 463 |
|
|
2023
Q3 | $116K | Sell |
1,529
-1,140
| -43% | -$86.5K | 0.09% | 336 |
|
|
2023
Q2 | $211K | Sell |
2,669
-1,391
| -34% | -$110K | 0.16% | 100 |
|
|
2023
Q1 | $293K | Buy |
4,060
+1,634
| +67% | +$118K | 0.26% | 43 |
|
|
2022
Q4 | $142K | Buy |
2,426
+2,407
| +12,668% | +$141K | 0.12% | 241 |
|
|
2022
Q3 | $1K | Sell |
19
-66
| -78% | -$3.47K | ﹤0.01% | 1833 |
|
|
2022
Q2 | $6K | Buy |
85
+40
| +89% | +$2.82K | ﹤0.01% | 1363 |
|
|
2022
Q1 | $3K | Buy |
45
+18
| +67% | +$1.2K | ﹤0.01% | 1608 |
|
|
2021
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1564 |
|