Envestnet Asset Management’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 | $516K | Buy |
6,687
+26
| +0.4% | +$2K | ﹤0.01% | 3664 |
|
|
2025
Q1 | $535K | Buy |
6,661
+1,465
| +28% | +$118K | ﹤0.01% | 3582 |
|
|
2024
Q4 | $384K | Sell |
5,196
-80
| -2% | -$5.91K | ﹤0.01% | 3748 |
|
|
2024
Q3 | $412K | Buy |
5,276
+1,078
| +26% | +$84.2K | ﹤0.01% | 3636 |
|
|
2024
Q2 | $368K | Sell |
4,198
-4,566
| -52% | -$400K | ﹤0.01% | 3617 |
|
|
2024
Q1 | $757K | Sell |
8,764
-1,361
| -13% | -$118K | ﹤0.01% | 3203 |
|
|
2023
Q4 | $860K | Sell |
10,125
-99
| -1% | -$8.41K | ﹤0.01% | 3032 |
|
|
2023
Q3 | $776K | Sell |
10,224
-4,281
| -30% | -$325K | ﹤0.01% | 2993 |
|
|
2023
Q2 | $1.15M | Sell |
14,505
-252,272
| -95% | -$19.9M | ﹤0.01% | 2646 |
|
|
2023
Q1 | $617K | Buy |
266,777
+251,703
| +1,670% | +$582K | ﹤0.01% | 3011 |
|
|
2022
Q4 | $885K | Sell |
15,074
-3,850
| -20% | -$226K | ﹤0.01% | 2741 |
|
|
2022
Q3 | $1.16M | Buy |
18,924
+1,794
| +10% | +$110K | ﹤0.01% | 2451 |
|
|
2022
Q2 | $1.15M | Buy |
17,130
+4,925
| +40% | +$331K | ﹤0.01% | 2484 |
|
|
2022
Q1 | $763K | Buy |
12,205
+5,773
| +90% | +$361K | ﹤0.01% | 2859 |
|
|
2021
Q4 | $459K | Buy |
6,432
+2,767
| +75% | +$197K | ﹤0.01% | 3124 |
|
|
2021
Q3 | $205K | Buy |
+3,665
| New | +$205K | ﹤0.01% | 3495 |
|
|
2020
Q1 | – | Sell |
-4,488
| Closed | -$230K | – | 3091 |
|
|
2019
Q4 | $230K | Buy |
4,488
+540
| +14% | +$27.7K | ﹤0.01% | 2858 |
|
|
2019
Q3 | $212K | Buy |
+3,948
| New | +$212K | ﹤0.01% | 2846 |
|