Independent Advisor Alliance’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 | $326K | Hold |
4,235
| – | – | 0.01% | 699 |
|
|
2025
Q1 | $340K | Buy |
+4,235
| New | +$340K | 0.01% | 622 |
|
|
2024
Q3 | – | Sell |
-2,601
| Closed | -$228K | – | 749 |
|
|
2024
Q2 | $228K | Hold |
2,601
| – | – | 0.01% | 641 |
|
|
2024
Q1 | $225K | Sell |
2,601
-20
| -0.8% | -$1.73K | 0.01% | 636 |
|
|
2023
Q4 | $223K | Buy |
+2,621
| New | +$223K | 0.01% | 622 |
|
|
2023
Q3 | – | Sell |
-2,571
| Closed | -$203K | – | 689 |
|
|
2023
Q2 | $203K | Buy |
+2,571
| New | +$203K | 0.01% | 620 |
|