IFP Advisors’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
Q2 | $24K | Buy |
267
+77
| +41% | +$6.8K | ﹤0.01% | 2863 |
|
|
2026
Q1 | $16.7K | Sell |
190
-4
| -2% | -$346 | ﹤0.01% | 2870 |
|
|
2025
Q4 | $15.7K | Hold |
194
| – | – | ﹤0.01% | 2843 |
|
|
2025
Q3 | $15.9K | Sell |
194
-147
| -43% | -$11.9K | ﹤0.01% | 2699 |
|
|
2025
Q2 | $31.4K | Sell |
341
-29
| -8% | -$2.26K | ﹤0.01% | 2295 |
|
|
2025
Q1 | $29.7K | Sell |
370
-1
| -0.3% | -$79 | ﹤0.01% | 2119 |
|
|
2024
Q4 | $27.4K | Buy |
371
+1
| +0.3% | +$78 | ﹤0.01% | 2104 |
|
|
2024
Q3 | $28.9K | Sell |
370
-245
| -40% | -$21.2K | ﹤0.01% | 1984 |
|
|
2024
Q2 | $53.9K | Buy |
615
+245
| +66% | +$21.5K | ﹤0.01% | 1648 |
|
|
2024
Q1 | $32K | Hold |
370
| – | – | ﹤0.01% | 1758 |
|
|
2023
Q4 | $31.4K | Hold |
370
| – | – | ﹤0.01% | 1736 |
|
|
2023
Q3 | $28.1K | Hold |
370
| – | – | ﹤0.01% | 1787 |
|
|
2023
Q2 | $29.2K | Hold |
370
| – | – | ﹤0.01% | 1842 |
|
|
2023
Q1 | $16.9K | Sell |
370
-75
| -17% | -$4.98K | ﹤0.01% | 2088 |
|
|
2022
Q4 | $20K | Sell |
445
-374
| -46% | -$22.4K | ﹤0.01% | 2884 |
|
|
2022
Q3 | $38K | Buy |
819
+19
| +2% | +$1.37K | ﹤0.01% | 2589 |
|
|
2022
Q2 | $37K | Hold |
800
| – | – | ﹤0.01% | 2380 |
|
|
2022
Q1 | $37K | Buy |
800
+530
| +196% | +$33.2K | ﹤0.01% | 2380 |
|
|
2021
Q4 | $19K | Hold |
270
| – | – | ﹤0.01% | 1974 |
|
|
2021
Q3 | $15K | Hold |
270
| – | – | ﹤0.01% | 2117 |
|
|
2021
Q2 | $13K | Hold |
270
| – | – | ﹤0.01% | 2121 |
|
|
2021
Q1 | $12K | Hold |
270
| – | – | ﹤0.01% | 2065 |
|
|
2020
Q4 | $12K | Hold |
270
| – | – | ﹤0.01% | 1997 |
|
|
2020
Q3 | $10K | Hold |
270
| – | – | ﹤0.01% | 1906 |
|
|
2020
Q2 | $10K | Hold |
270
| – | – | ﹤0.01% | 1827 |
|
|
2020
Q1 | $12K | Sell |
270
-75
| -22% | -$3.74K | ﹤0.01% | 1703 |
|
|
2019
Q4 | $18K | Hold |
345
| – | – | ﹤0.01% | 1661 |
|
|
2019
Q3 | $19K | Buy |
+345
| New | +$18.1K | ﹤0.01% | 1791 |
|
|
2019
Q1 | – | Sell |
-345
| Closed | -$17K | – | 3102 |
|
|
2018
Q4 | $17K | Sell |
345
-102
| -23% | -$4.87K | ﹤0.01% | 2218 |
|
|
2018
Q3 | $21K | Buy |
+447
| New | +$21.6K | ﹤0.01% | 2432 |
|
|
2017
Q4 | – | Sell |
-252
| Closed | -$11K | – | 4024 |
|
|
2017
Q3 | $11K | Buy |
252
+2
| +0.8% | +$83 | ﹤0.01% | 2967 |
|
|
2017
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 3022 |
|
|
2017
Q1 | $9K | Buy |
+250
| New | +$9.47K | ﹤0.01% | 2989 |
|
|
2016
Q4 | – | Sell |
-508
| Closed | -$18K | – | 4085 |
|
|
2016
Q3 | $18K | Hold |
508
| – | – | ﹤0.01% | 2470 |
|
|
2016
Q2 | $17K | Buy |
+508
| New | +$15.3K | ﹤0.01% | 2453 |
|
|
2016
Q1 | – | Sell |
-508
| Closed | -$14K | – | 3090 |
|
|
2015
Q4 | $14K | Buy |
+508
| New | +$13.6K | ﹤0.01% | 2389 |
|
Other funds holding OTTR
IFP Advisors's OTTR Position: Q2 2026 in Review
IFP Advisors increased its Otter Tail (OTTR) stake by 41% in Q2 2026, buying an estimated $6.8K and bringing the position to 267 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.
IFP Advisors first reported a position in OTTR in Q4 2015 and has held it in 36 quarters since. The position peaked at $53.9K in Q2 2024. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- IFP Advisors held 267 shares of Otter Tail worth $24K as of Q2 2026.
- IFP Advisors bought 77 Otter Tail shares in Q2 2026, an estimated $6.8K.
- Otter Tail made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2863 holding.
- IFP Advisors first reported a position in Otter Tail in Q4 2015 and has held it in 36 quarters since.
- IFP Advisors's Otter Tail position peaked at $53.9K in Q2 2024.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.