Kestra Private Wealth 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 | – | Sell |
-2,545
| Closed | -$205K | – | 1652 |
|
|
2025
Q1 | $205K | Buy |
+2,545
| New | +$205K | ﹤0.01% | 1379 |
|
|
2023
Q3 | – | Sell |
-6,544
| Closed | -$517K | – | 1200 |
|
|
2023
Q2 | $517K | Buy |
6,544
+5
| +0.1% | +$395 | 0.02% | 624 |
|
|
2023
Q1 | $473K | Buy |
+6,539
| New | +$473K | 0.02% | 619 |
|
|
2022
Q1 | – | Sell |
-3,094
| Closed | -$221K | – | 1043 |
|
|
2021
Q4 | $221K | Buy |
+3,094
| New | +$221K | 0.01% | 873 |
|