HighTower 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 | $479K | Buy |
6,219
+620
| +11% | +$47.8K | ﹤0.01% | 2551 |
|
2025
Q1 | $450K | Buy |
5,599
+398
| +8% | +$32K | ﹤0.01% | 2537 |
|
2024
Q4 | $384K | Sell |
5,201
-426
| -8% | -$31.5K | ﹤0.01% | 2673 |
|
2024
Q3 | $440K | Sell |
5,627
-1,558
| -22% | -$122K | ﹤0.01% | 2489 |
|
2024
Q2 | $630K | Buy |
7,185
+3,367
| +88% | +$295K | ﹤0.01% | 2146 |
|
2024
Q1 | $328K | Sell |
3,818
-2,379
| -38% | -$204K | ﹤0.01% | 2596 |
|
2023
Q4 | $532K | Buy |
6,197
+333
| +6% | +$28.6K | ﹤0.01% | 2259 |
|
2023
Q3 | $447K | Buy |
5,864
+2,702
| +85% | +$206K | ﹤0.01% | 2300 |
|
2023
Q2 | $248K | Sell |
3,162
-110
| -3% | -$8.63K | ﹤0.01% | 2681 |
|
2023
Q1 | $237K | Buy |
+3,272
| New | +$237K | ﹤0.01% | 2608 |
|
2021
Q2 | – | Sell |
-31,181
| Closed | -$1.44M | – | 2996 |
|
2021
Q1 | $1.44M | Sell |
31,181
-496
| -2% | -$22.9K | ﹤0.01% | 1342 |
|
2020
Q4 | $1.35M | Buy |
+31,677
| New | +$1.35M | 0.01% | 1098 |
|