James Investment Research’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 | $640K | Hold |
8,302
| – | – | 0.08% | 193 |
|
|
2025
Q1 | $667K | Hold |
8,302
| – | – | 0.08% | 183 |
|
|
2024
Q4 | $613K | Hold |
8,302
| – | – | 0.07% | 193 |
|
|
2024
Q3 | $649K | Buy |
8,302
+475
| +6% | +$37.1K | 0.07% | 190 |
|
|
2024
Q2 | $686K | Buy |
7,827
+1,851
| +31% | +$162K | 0.08% | 188 |
|
|
2024
Q1 | $516K | Sell |
5,976
-2
| -0% | -$173 | 0.06% | 209 |
|
|
2023
Q4 | $508K | Hold |
5,978
| – | – | 0.06% | 201 |
|
|
2023
Q3 | $454K | Hold |
5,978
| – | – | 0.06% | 199 |
|
|
2023
Q2 | $472K | Hold |
5,978
| – | – | 0.06% | 195 |
|
|
2023
Q1 | $432K | Buy |
5,978
+6
| +0.1% | +$434 | 0.06% | 199 |
|
|
2022
Q4 | $351K | Buy |
5,972
+1,947
| +48% | +$114K | 0.05% | 208 |
|
|
2022
Q3 | $248K | Hold |
4,025
| – | – | 0.04% | 231 |
|
|
2022
Q2 | $270K | Buy |
+4,025
| New | +$270K | 0.04% | 223 |
|
|
2017
Q1 | – | Sell |
-44,255
| Closed | -$1.81M | – | 689 |
|
|
2016
Q4 | $1.81M | Hold |
44,255
| – | – | 0.05% | 228 |
|
|
2016
Q3 | $1.53M | Buy |
+44,255
| New | +$1.53M | 0.04% | 218 |
|