Jackson Creek Investment 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
Q1 | – | Sell |
-14,674
| Closed | -$1.08M | – | 352 |
|
|
2024
Q4 | $1.08M | Sell |
14,674
-459
| -3% | -$33.9K | 0.33% | 159 |
|
|
2024
Q3 | $1.18M | Buy |
15,133
+3,379
| +29% | +$264K | 0.35% | 159 |
|
|
2024
Q2 | $1.03M | Sell |
11,754
-19
| -0.2% | -$1.67K | 0.38% | 130 |
|
|
2024
Q1 | $1.02M | Sell |
11,773
-22
| -0.2% | -$1.9K | 0.36% | 149 |
|
|
2023
Q4 | $1M | Sell |
11,795
-7
| -0.1% | -$595 | 0.38% | 117 |
|
|
2023
Q3 | $896K | Sell |
11,802
-10
| -0.1% | -$759 | 0.38% | 116 |
|
|
2023
Q2 | $933K | Buy |
+11,812
| New | +$933K | 0.37% | 124 |
|
|
2022
Q4 | – | Sell |
-12,006
| Closed | -$739K | – | 358 |
|
|
2022
Q3 | $739K | Sell |
12,006
-8,849
| -42% | -$545K | 0.35% | 158 |
|
|
2022
Q2 | $1.47M | Sell |
20,855
-1,708
| -8% | -$120K | 0.59% | 8 |
|
|
2022
Q1 | $1.41M | Buy |
22,563
+1,639
| +8% | +$102K | 0.52% | 21 |
|
|
2021
Q4 | $1.49M | Sell |
20,924
-1,460
| -7% | -$104K | 0.53% | 20 |
|
|
2021
Q3 | $1.25M | Buy |
22,384
+200
| +0.9% | +$11.2K | 0.47% | 47 |
|
|
2021
Q2 | $1.08M | Buy |
+22,184
| New | +$1.08M | 0.4% | 108 |
|
|
2021
Q1 | – | Sell |
-20,748
| Closed | -$884K | – | 358 |
|
|
2020
Q4 | $884K | Sell |
20,748
-36
| -0.2% | -$1.53K | 0.35% | 163 |
|
|
2020
Q3 | $752K | Buy |
+20,784
| New | +$752K | 0.34% | 150 |
|