Creative Planning’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 | $539K | Sell |
6,993
-1,828
| -21% | -$141K | ﹤0.01% | 2403 |
|
|
2025
Q1 | $709K | Buy |
8,821
+904
| +11% | +$72.7K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $585K | Buy |
7,917
+699
| +10% | +$51.6K | ﹤0.01% | 2078 |
|
|
2024
Q3 | $564K | Buy |
7,218
+937
| +15% | +$73.2K | ﹤0.01% | 1989 |
|
|
2024
Q2 | $550K | Buy |
6,281
+137
| +2% | +$12K | ﹤0.01% | 1858 |
|
|
2024
Q1 | $531K | Buy |
6,144
+1,942
| +46% | +$168K | ﹤0.01% | 1804 |
|
|
2023
Q4 | $357K | Sell |
4,202
-101
| -2% | -$8.58K | ﹤0.01% | 1959 |
|
|
2023
Q3 | $327K | Buy |
4,303
+1,188
| +38% | +$90.2K | ﹤0.01% | 1853 |
|
|
2023
Q2 | $246K | Buy |
+3,115
| New | +$246K | ﹤0.01% | 2051 |
|
|
2022
Q4 | – | Sell |
-4,710
| Closed | -$290K | – | 2445 |
|
|
2022
Q3 | $290K | Buy |
4,710
+349
| +8% | +$21.5K | ﹤0.01% | 1656 |
|
|
2022
Q2 | $293K | Buy |
4,361
+951
| +28% | +$63.9K | ﹤0.01% | 1617 |
|
|
2022
Q1 | $213K | Buy |
+3,410
| New | +$213K | ﹤0.01% | 1857 |
|
|
2017
Q3 | – | Sell |
-205
| Closed | -$8K | – | 3064 |
|
|
2017
Q2 | $8K | Hold |
205
| – | – | ﹤0.01% | 3714 |
|
|
2017
Q1 | $8K | Hold |
205
| – | – | ﹤0.01% | 3683 |
|
|
2016
Q4 | $8K | Buy |
205
+5
| +3% | +$195 | ﹤0.01% | 3632 |
|
|
2016
Q3 | $7K | Sell |
200
-50
| -20% | -$1.75K | ﹤0.01% | 3658 |
|
|
2016
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 3338 |
|
|
2016
Q1 | $7K | Sell |
250
-450
| -64% | -$12.6K | ﹤0.01% | 3369 |
|
|
2015
Q4 | $19K | Sell |
700
-300
| -30% | -$8.14K | ﹤0.01% | 2851 |
|
|
2015
Q3 | $26K | Buy |
+1,000
| New | +$26K | ﹤0.01% | 2509 |
|
|
2015
Q2 | – | Sell |
-3,719
| Closed | -$120K | – | 2305 |
|
|
2015
Q1 | $120K | Hold |
3,719
| – | – | ﹤0.01% | 1470 |
|
|
2014
Q4 | $115K | Buy |
3,719
+500
| +16% | +$15.5K | ﹤0.01% | 1465 |
|
|
2014
Q3 | $86K | Buy |
3,219
+200
| +7% | +$5.34K | ﹤0.01% | 1569 |
|
|
2014
Q2 | $91K | Sell |
3,019
-442
| -13% | -$13.3K | ﹤0.01% | 1483 |
|
|
2014
Q1 | $107K | Buy |
3,461
+400
| +13% | +$12.4K | ﹤0.01% | 1364 |
|
|
2013
Q4 | $90K | Buy |
3,061
+2,619
| +593% | +$77K | ﹤0.01% | 1254 |
|
|
2013
Q3 | $12K | Sell |
442
-1,200
| -73% | -$32.6K | ﹤0.01% | 2358 |
|
|
2013
Q2 | $47K | Buy |
+1,642
| New | +$47K | ﹤0.01% | 1418 |
|