HRT Financial’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.93M | Sell |
78,965
-32,929
| -29% | -$2.85M | 0.03% | 806 |
|
|
2025
Q4 | $9.04M | Buy |
111,894
+49,714
| +80% | +$4.03M | 0.04% | 494 |
|
|
2025
Q3 | $5.1M | Buy |
62,180
+11,618
| +23% | +$942K | 0.02% | 670 |
|
|
2025
Q2 | $3.9M | Buy |
+50,562
| New | +$3.95M | 0.02% | 644 |
|
|
2025
Q1 | – | Sell |
-25,694
| Closed | -$1.9M | – | 3192 |
|
|
2024
Q4 | $1.9M | Sell |
25,694
-9,887
| -28% | -$774K | 0.01% | 758 |
|
|
2024
Q3 | $2.78M | Buy |
+35,581
| New | +$3.08M | 0.02% | 738 |
|
|
2024
Q2 | – | Sell |
-49,490
| Closed | -$4.28M | – | 2905 |
|
|
2024
Q1 | $4.28M | Buy |
49,490
+33,263
| +205% | +$2.89M | 0.03% | 310 |
|
|
2023
Q4 | $1.38M | Buy |
16,227
+1,231
| +8% | +$95K | 0.01% | 831 |
|
|
2023
Q3 | $1.14M | Buy |
+14,996
| New | +$1.23M | 0.01% | 896 |
|
|
2023
Q2 | – | Sell |
-26,394
| Closed | -$1.91M | – | 3065 |
|
|
2023
Q1 | $1.91M | Buy |
+26,394
| New | +$1.75M | 0.02% | 618 |
|
|
2022
Q4 | – | Sell |
-6,605
| Closed | -$406K | – | 2994 |
|
|
2022
Q3 | $406K | Sell |
6,605
-10,410
| -61% | -$751K | ﹤0.01% | 1799 |
|
|
2022
Q2 | $1.14M | Buy |
17,015
+9,546
| +128% | +$607K | 0.01% | 832 |
|
|
2022
Q1 | $466K | Buy |
+7,469
| New | +$469K | ﹤0.01% | 1887 |
|
|
2021
Q4 | – | Sell |
-19,330
| Closed | -$1.08M | – | 3876 |
|
|
2021
Q3 | $1.08M | Buy |
+19,330
| New | +$1.02M | 0.01% | 1189 |
|
|
2021
Q2 | – | Sell |
-23,648
| Closed | -$1.09M | – | 3373 |
|
|
2021
Q1 | $1.09M | Buy |
+23,648
| New | +$1.01M | 0.01% | 1036 |
|
|
2020
Q1 | – | Sell |
-9,108
| Closed | -$467K | – | 1225 |
|
|
2019
Q4 | $467K | Buy |
9,108
+1,945
| +27% | +$101K | 0.02% | 552 |
|
|
2019
Q3 | $385K | Buy |
+7,163
| New | +$375K | 0.02% | 806 |
|
Other funds holding OTTR
VPM
VCM
