Global Retirement Partners’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 | $97.7K | Buy |
+1,267
| New | +$97.7K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $90.9K | Sell |
1,232
-204
| -14% | -$15.1K | ﹤0.01% | 1323 |
|
|
2024
Q3 | $112K | Sell |
1,436
-21
| -1% | -$1.64K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $128K | Buy |
1,457
+13
| +0.9% | +$1.14K | ﹤0.01% | 1074 |
|
|
2024
Q1 | $125K | Buy |
1,444
+8
| +0.6% | +$691 | ﹤0.01% | 984 |
|
|
2023
Q4 | $118K | Sell |
1,436
-970
| -40% | -$79.9K | 0.01% | 962 |
|
|
2023
Q3 | $180K | Buy |
2,406
+66
| +3% | +$4.94K | 0.01% | 710 |
|
|
2023
Q2 | $185K | Hold |
2,340
| – | – | 0.01% | 721 |
|
|
2023
Q1 | $180K | Buy |
2,340
+2,329
| +21,173% | +$179K | 0.01% | 707 |
|
|
2022
Q4 | $646 | Buy |
+11
| New | +$646 | ﹤0.01% | 2696 |
|