Institutional & Family Asset Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $204K | Hold |
2,328
| – | – | 0.03% | 145 |
|
|
2024
Q1 | $201K | Hold |
2,328
| – | – | 0.03% | 142 |
|
|
2023
Q4 | $198K | Hold |
2,328
| – | – | 0.03% | 147 |
|
|
2023
Q3 | $177K | Hold |
2,328
| – | – | 0.03% | 147 |
|
|
2023
Q2 | $184K | Hold |
2,328
| – | – | 0.03% | 150 |
|
|
2023
Q1 | $168K | Hold |
2,328
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $137K | Hold |
2,328
| – | – | 0.02% | 149 |
|
|
2022
Q3 | $143K | Hold |
2,328
| – | – | 0.03% | 152 |
|
|
2022
Q2 | $156K | Hold |
2,328
| – | – | 0.03% | 148 |
|
|
2022
Q1 | $146K | Hold |
2,328
| – | – | 0.02% | 166 |
|
|
2021
Q4 | $166K | Hold |
2,328
| – | – | 0.03% | 166 |
|
|
2021
Q3 | $130K | Hold |
2,328
| – | – | 0.02% | 209 |
|
|
2021
Q2 | $114K | Hold |
2,328
| – | – | 0.02% | 224 |
|
|
2021
Q1 | $107K | Hold |
2,328
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $99K | Hold |
2,328
| – | – | 0.02% | 247 |
|
|
2020
Q3 | $84K | Hold |
2,328
| – | – | 0.02% | 237 |
|
|
2020
Q2 | $90K | Hold |
2,328
| – | – | 0.02% | 246 |
|
|
2020
Q1 | $104K | Hold |
2,328
| – | – | 0.02% | 198 |
|
|
2019
Q4 | $119K | Hold |
2,328
| – | – | 0.03% | 211 |
|
|
2019
Q3 | $125K | Hold |
2,328
| – | – | 0.03% | 196 |
|
|
2019
Q2 | $123K | Hold |
2,328
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $116K | Hold |
2,328
| – | – | 0.02% | 224 |
|
|
2018
Q4 | $116K | Hold |
2,328
| – | – | 0.03% | 208 |
|
|
2018
Q3 | $112K | Hold |
2,328
| – | – | 0.02% | 246 |
|
|
2018
Q2 | $111K | Hold |
2,328
| – | – | 0.02% | 249 |
|
|
2018
Q1 | $101K | Buy |
+2,328
| New | +$101K | 0.02% | 241 |
|