IFP 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 | $31.4K | Sell |
341
-29
| -8% | -$2.67K | ﹤0.01% | 2295 |
|
|
2025
Q1 | $29.7K | Sell |
370
-1
| -0.3% | -$80 | ﹤0.01% | 2119 |
|
|
2024
Q4 | $27.4K | Buy |
371
+1
| +0.3% | +$74 | ﹤0.01% | 2104 |
|
|
2024
Q3 | $28.9K | Sell |
370
-245
| -40% | -$19.1K | ﹤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% | -$3.42K | ﹤0.01% | 2088 |
|
|
2022
Q4 | $20K | Sell |
445
-374
| -46% | -$16.8K | ﹤0.01% | 2884 |
|
|
2022
Q3 | $38K | Buy |
819
+19
| +2% | +$882 | ﹤0.01% | 2590 |
|
|
2022
Q2 | $37K | Hold |
800
| – | – | ﹤0.01% | 2381 |
|
|
2022
Q1 | $37K | Buy |
800
+530
| +196% | +$24.5K | ﹤0.01% | 2381 |
|
|
2021
Q4 | $19K | Hold |
270
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q3 | $15K | Hold |
270
| – | – | ﹤0.01% | 2063 |
|
|
2021
Q2 | $13K | Hold |
270
| – | – | ﹤0.01% | 2113 |
|
|
2021
Q1 | $12K | Hold |
270
| – | – | ﹤0.01% | 2054 |
|
|
2020
Q4 | $12K | Hold |
270
| – | – | ﹤0.01% | 1993 |
|
|
2020
Q3 | $10K | Hold |
270
| – | – | ﹤0.01% | 1900 |
|
|
2020
Q2 | $10K | Hold |
270
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q1 | $12K | Sell |
270
-75
| -22% | -$3.33K | ﹤0.01% | 1692 |
|
|
2019
Q4 | $18K | Hold |
345
| – | – | ﹤0.01% | 1660 |
|
|
2019
Q3 | $19K | Buy |
+345
| New | +$19K | ﹤0.01% | 1790 |
|
|
2019
Q1 | – | Sell |
-345
| Closed | -$17K | – | 3080 |
|
|
2018
Q4 | $17K | Sell |
345
-102
| -23% | -$5.03K | ﹤0.01% | 2188 |
|
|
2018
Q3 | $21K | Buy |
+447
| New | +$21K | ﹤0.01% | 2406 |
|
|
2017
Q4 | – | Sell |
-252
| Closed | -$11K | – | 3969 |
|
|
2017
Q3 | $11K | Buy |
252
+2
| +0.8% | +$87 | ﹤0.01% | 2928 |
|
|
2017
Q2 | $10K | Hold |
250
| – | – | ﹤0.01% | 2991 |
|
|
2017
Q1 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 2955 |
|
|
2016
Q4 | – | Sell |
-508
| Closed | -$18K | – | 4055 |
|
|
2016
Q3 | $18K | Hold |
508
| – | – | ﹤0.01% | 2455 |
|
|
2016
Q2 | $17K | Buy |
+508
| New | +$17K | ﹤0.01% | 2442 |
|
|
2016
Q1 | – | Sell |
-508
| Closed | -$14K | – | 3095 |
|
|
2015
Q4 | $14K | Buy |
+508
| New | +$14K | ﹤0.01% | 2375 |
|