Jones Financial Companies’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $536K | Buy |
|
|||||
|
2025
Q3 | $473K | Sell |
|
|||||
|
2025
Q2 | $468K | Buy |
|
|||||
|
2025
Q1 | $449K | Buy |
|
|||||
|
2024
Q4 | $156K | Buy |
|
|||||
|
2024
Q3 | $72.2K | Buy |
|
|||||
|
2024
Q2 | $56.7K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $15.4K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $12K | Hold |
|
|||||
|
2020
Q4 | $11K | Buy |
|