Foster & Motley’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 | $700K | Sell |
9,085
-113
| -1% | -$8.71K | 0.04% | 257 |
|
|
2025
Q1 | $739K | Sell |
9,198
-275
| -3% | -$22.1K | 0.05% | 243 |
|
|
2024
Q4 | $699K | Sell |
9,473
-145
| -2% | -$10.7K | 0.05% | 245 |
|
|
2024
Q3 | $752K | Sell |
9,618
-237
| -2% | -$18.5K | 0.05% | 236 |
|
|
2024
Q2 | $863K | Buy |
9,855
+149
| +2% | +$13K | 0.06% | 219 |
|
|
2024
Q1 | $839K | Sell |
9,706
-142
| -1% | -$12.3K | 0.06% | 221 |
|
|
2023
Q4 | $837K | Sell |
9,848
-201
| -2% | -$17.1K | 0.06% | 213 |
|
|
2023
Q3 | $763K | Sell |
10,049
-112
| -1% | -$8.5K | 0.06% | 224 |
|
|
2023
Q2 | $802K | Sell |
10,161
-138
| -1% | -$10.9K | 0.06% | 241 |
|
|
2023
Q1 | $744K | Sell |
10,299
-44
| -0.4% | -$3.18K | 0.06% | 251 |
|
|
2022
Q4 | $607K | Sell |
10,343
-50
| -0.5% | -$2.93K | 0.05% | 257 |
|
|
2022
Q3 | $639K | Buy |
10,393
+477
| +5% | +$29.3K | 0.06% | 230 |
|
|
2022
Q2 | $666K | Buy |
+9,916
| New | +$666K | 0.06% | 228 |
|