JFS Wealth 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
Q2 | $2.08K | Hold |
27
| – | – | ﹤0.01% | 1382 |
|
|
2025
Q1 | $2.17K | Hold |
27
| – | – | ﹤0.01% | 1439 |
|
|
2024
Q4 | $1.99K | Hold |
27
| – | – | ﹤0.01% | 1481 |
|
|
2024
Q3 | $2.11K | Buy |
27
+1
| +4% | +$78 | ﹤0.01% | 1464 |
|
|
2024
Q2 | $2.28K | Hold |
26
| – | – | ﹤0.01% | 1388 |
|
|
2024
Q1 | $2.25K | Hold |
26
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q4 | $2.21K | Sell |
26
-1
| -4% | -$85 | ﹤0.01% | 1387 |
|
|
2023
Q3 | $2.05K | Hold |
27
| – | – | ﹤0.01% | 1352 |
|
|
2023
Q2 | $2.13K | Hold |
27
| – | – | ﹤0.01% | 1363 |
|
|
2023
Q1 | $1.95K | Sell |
27
-1
| -4% | -$72 | ﹤0.01% | 1376 |
|
|
2022
Q4 | $1.64K | Buy |
28
+1
| +4% | +$59 | ﹤0.01% | 1444 |
|
|
2022
Q3 | $2K | Sell |
27
-6
| -18% | -$444 | ﹤0.01% | 1367 |
|
|
2022
Q2 | $2K | Buy |
33
+11
| +50% | +$667 | ﹤0.01% | 1364 |
|
|
2022
Q1 | $1K | Buy |
22
+12
| +120% | +$545 | ﹤0.01% | 1698 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1496 |
|