Kestra Advisory Services’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 | $664K | Sell |
8,609
-379
| -4% | -$29.2K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $722K | Sell |
8,988
-105
| -1% | -$8.44K | ﹤0.01% | 1587 |
|
|
2024
Q4 | $671K | Sell |
9,093
-95
| -1% | -$7.02K | ﹤0.01% | 1660 |
|
|
2024
Q3 | $718K | Sell |
9,188
-925
| -9% | -$72.3K | ﹤0.01% | 1528 |
|
|
2024
Q2 | $886K | Buy |
10,113
+109
| +1% | +$9.55K | 0.01% | 1395 |
|
|
2024
Q1 | $864K | Sell |
10,004
-516
| -5% | -$44.6K | 0.01% | 1328 |
|
|
2023
Q4 | $894K | Sell |
10,520
-1,627
| -13% | -$138K | 0.01% | 1187 |
|
|
2023
Q3 | $922K | Sell |
12,147
-8,437
| -41% | -$641K | 0.01% | 1035 |
|
|
2023
Q2 | $1.63M | Sell |
20,584
-1,447
| -7% | -$114K | 0.02% | 756 |
|
|
2023
Q1 | $1.59M | Sell |
22,031
-5,436
| -20% | -$393K | 0.02% | 737 |
|
|
2022
Q4 | $1.61M | Buy |
27,467
+7,847
| +40% | +$461K | 0.01% | 838 |
|
|
2022
Q3 | $1.21M | Buy |
19,620
+6,721
| +52% | +$413K | 0.01% | 883 |
|
|
2022
Q2 | $866K | Buy |
+12,899
| New | +$866K | 0.01% | 1042 |
|