Janney Montgomery Scott’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 | $345K | Sell |
4,479
-207
| -4% | -$15.9K | ﹤0.01% | 2261 |
|
|
2025
Q1 | $377K | Sell |
4,686
-470
| -9% | -$37.8K | ﹤0.01% | 2171 |
|
|
2024
Q4 | $381K | Sell |
5,156
-560
| -10% | -$41.4K | ﹤0.01% | 2167 |
|
|
2024
Q3 | $447K | Buy |
5,716
+235
| +4% | +$18.4K | ﹤0.01% | 2047 |
|
|
2024
Q2 | $480K | Sell |
5,481
-235
| -4% | -$20.6K | ﹤0.01% | 1922 |
|
|
2024
Q1 | $494K | Hold |
5,716
| – | – | ﹤0.01% | 2010 |
|
|
2023
Q4 | $486K | Hold |
5,716
| – | – | ﹤0.01% | 1922 |
|
|
2023
Q3 | $434K | Sell |
5,716
-147
| -3% | -$11.2K | ﹤0.01% | 1875 |
|
|
2023
Q2 | $463K | Sell |
5,863
-140
| -2% | -$11.1K | ﹤0.01% | 1924 |
|
|
2023
Q1 | $434K | Buy |
6,003
+1,020
| +20% | +$73.7K | ﹤0.01% | 1807 |
|
|
2022
Q4 | $293K | Sell |
4,983
-643
| -11% | -$37.8K | ﹤0.01% | 2147 |
|
|
2022
Q3 | $346K | Buy |
5,626
+727
| +15% | +$44.7K | ﹤0.01% | 1908 |
|
|
2022
Q2 | $324K | Buy |
4,899
+266
| +6% | +$17.6K | ﹤0.01% | 1868 |
|
|
2022
Q1 | $290K | Buy |
4,633
+300
| +7% | +$18.8K | ﹤0.01% | 1904 |
|
|
2021
Q4 | $309K | Buy |
4,333
+28
| +0.7% | +$2K | ﹤0.01% | 1983 |
|
|
2021
Q3 | $241K | Buy |
+4,305
| New | +$241K | ﹤0.01% | 2068 |
|
|
2015
Q4 | – | Sell |
-32,199
| Closed | -$839K | – | 1429 |
|
|
2015
Q3 | $839K | Sell |
32,199
-18,997
| -37% | -$495K | 0.02% | 600 |
|
|
2015
Q2 | $1.36M | Sell |
51,196
-17,037
| -25% | -$453K | 0.03% | 637 |
|
|
2015
Q1 | $2.2M | Buy |
68,233
+3,386
| +5% | +$109K | 0.04% | 533 |
|
|
2014
Q4 | $2.01M | Buy |
64,847
+3,349
| +5% | +$104K | 0.04% | 549 |
|
|
2014
Q3 | $1.64M | Sell |
61,498
-284
| -0.5% | -$7.57K | 0.03% | 610 |
|
|
2014
Q2 | $1.87M | Buy |
61,782
+3,365
| +6% | +$102K | 0.04% | 539 |
|
|
2014
Q1 | $1.8M | Sell |
58,417
-21,707
| -27% | -$668K | 0.04% | 499 |
|
|
2013
Q4 | $2.35M | Buy |
80,124
+4,633
| +6% | +$136K | 0.06% | 374 |
|
|
2013
Q3 | $2.08M | Buy |
+75,491
| New | +$2.08M | 0.06% | 373 |
|