HighMark Wealth 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 | $25.5K | Buy |
+331
| New | +$25.5K | 0.01% | 211 |
|
|
2024
Q4 | – | Sell |
-325
| Closed | -$25.4K | – | 607 |
|
|
2024
Q3 | $25.4K | Buy |
325
+2
| +0.6% | +$156 | 0.01% | 185 |
|
|
2024
Q2 | $28.3K | Buy |
323
+2
| +0.6% | +$175 | 0.02% | 171 |
|
|
2024
Q1 | $27.8K | Buy |
321
+1
| +0.3% | +$87 | 0.02% | 173 |
|
|
2023
Q4 | $27.2K | Buy |
320
+2
| +0.6% | +$170 | 0.02% | 167 |
|
|
2023
Q3 | $24.1K | Buy |
318
+2
| +0.6% | +$152 | 0.02% | 156 |
|
|
2023
Q2 | $25K | Buy |
316
+2
| +0.6% | +$158 | 0.02% | 165 |
|
|
2023
Q1 | $22.7K | Buy |
314
+1
| +0.3% | +$72 | 0.02% | 196 |
|
|
2022
Q4 | $18.3K | Buy |
313
+3
| +1% | +$176 | 0.01% | 177 |
|
|
2022
Q3 | $19K | Buy |
310
+1
| +0.3% | +$61 | 0.02% | 168 |
|
|
2022
Q2 | $21K | Buy |
309
+2
| +0.7% | +$136 | 0.02% | 155 |
|
|
2022
Q1 | $19K | Buy |
307
+2
| +0.7% | +$124 | 0.01% | 184 |
|
|
2021
Q4 | $22K | Buy |
305
+2
| +0.7% | +$144 | 0.01% | 172 |
|
|
2021
Q3 | $17K | Buy |
303
+2
| +0.7% | +$112 | 0.01% | 196 |
|
|
2021
Q2 | $15K | Buy |
301
+2
| +0.7% | +$100 | 0.01% | 214 |
|
|
2021
Q1 | $14K | Buy |
299
+3
| +1% | +$140 | 0.01% | 196 |
|
|
2020
Q4 | $13K | Buy |
296
+3
| +1% | +$132 | 0.01% | 194 |
|
|
2020
Q3 | $11K | Buy |
293
+2
| +0.7% | +$75 | 0.01% | 214 |
|
|
2020
Q2 | $11K | Buy |
291
+3
| +1% | +$113 | 0.01% | 186 |
|
|
2020
Q1 | $12K | Buy |
288
+3
| +1% | +$125 | 0.01% | 143 |
|
|
2019
Q4 | $14K | Buy |
+285
| New | +$14K | 0.01% | 164 |
|