Jones Financial Companies’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 | $468K | Buy |
5,960
+395
| +7% | +$31K | ﹤0.01% | 1298 |
|
|
2025
Q1 | $449K | Buy |
5,565
+3,449
| +163% | +$278K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $156K | Buy |
2,116
+1,192
| +129% | +$88K | ﹤0.01% | 1456 |
|
|
2024
Q3 | $72.2K | Buy |
924
+277
| +43% | +$21.6K | ﹤0.01% | 1512 |
|
|
2024
Q2 | $56.7K | Buy |
+647
| New | +$56.7K | ﹤0.01% | 1209 |
|
|
2023
Q2 | – | Sell |
-213
| Closed | -$15.4K | – | 574 |
|
|
2023
Q1 | $15.4K | Buy |
+213
| New | +$15.4K | ﹤0.01% | 443 |
|
|
2021
Q2 | – | Sell |
-259
| Closed | -$12K | – | 750 |
|
|
2021
Q1 | $12K | Hold |
259
| – | – | ﹤0.01% | 517 |
|
|
2020
Q4 | $11K | Buy |
+259
| New | +$11K | ﹤0.01% | 425 |
|