Kestra Advisory Services’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
Q3
$696K Sell
2025
Q2
$664K Sell
2025
Q1
$722K Sell
2024
Q4
$671K Sell
2024
Q3
$718K Sell
2024
Q2
$886K Buy
2024
Q1
$864K Sell
2023
Q4
$894K Sell
2023
Q3
$922K Sell
2023
Q2
$1.63M Sell
2023
Q1
$1.59M Sell
2022
Q4
$1.61M Buy
2022
Q3
$1.21M Buy
2022
Q2
$866K Buy