Flagship Harbor Advisors’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 | $208K | Sell |
2,700
-169
| -6% | -$13K | 0.01% | 724 |
|
|
2025
Q1 | $231K | Sell |
2,869
-140
| -5% | -$11.3K | 0.01% | 666 |
|
|
2024
Q4 | $222K | Sell |
3,009
-65
| -2% | -$4.8K | 0.01% | 675 |
|
|
2024
Q3 | $240K | Buy |
+3,074
| New | +$240K | 0.01% | 631 |
|
|
2024
Q1 | $266K | Sell |
3,080
-122
| -4% | -$10.5K | 0.02% | 557 |
|
|
2023
Q4 | $272K | Sell |
3,202
-55
| -2% | -$4.67K | 0.02% | 519 |
|
|
2023
Q3 | $247K | Sell |
3,257
-186
| -5% | -$14.1K | 0.02% | 524 |
|
|
2023
Q2 | $272K | Sell |
3,443
-100
| -3% | -$7.9K | 0.02% | 501 |
|
|
2023
Q1 | $256K | Sell |
3,543
-145
| -4% | -$10.5K | 0.02% | 526 |
|
|
2022
Q4 | $217K | Buy |
+3,688
| New | +$217K | 0.02% | 554 |
|
|
2020
Q4 | – | Sell |
-330
| Closed | -$11K | – | 1332 |
|
|
2020
Q3 | $11K | Hold |
330
| – | – | ﹤0.01% | 1297 |
|
|
2020
Q2 | $12K | Hold |
330
| – | – | ﹤0.01% | 1293 |
|
|
2020
Q1 | $15K | Hold |
330
| – | – | ﹤0.01% | 1115 |
|
|
2019
Q4 | $17K | Hold |
330
| – | – | ﹤0.01% | 1152 |
|
|
2019
Q3 | $17K | Hold |
330
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q2 | $17K | Sell |
330
-75
| -19% | -$3.86K | ﹤0.01% | 1138 |
|
|
2019
Q1 | $20K | Buy |
405
+75
| +23% | +$3.7K | ﹤0.01% | 1082 |
|
|
2018
Q4 | $16K | Hold |
330
| – | – | ﹤0.01% | 1094 |
|
|
2018
Q3 | $16K | Hold |
330
| – | – | ﹤0.01% | 1208 |
|
|
2018
Q2 | $15K | Buy |
+330
| New | +$15K | ﹤0.01% | 1220 |
|