Lewis Capital Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $414K | Hold |
5,450
| – | – | 0.64% | 35 |
|
|
2023
Q2 | $430K | Hold |
5,450
| – | – | 0.62% | 37 |
|
|
2023
Q1 | $394K | Hold |
5,450
| – | – | 0.59% | 37 |
|
|
2022
Q4 | $320K | Hold |
5,450
| – | – | 0.49% | 44 |
|
|
2022
Q3 | $335K | Hold |
5,450
| – | – | 0.51% | 43 |
|
|
2022
Q2 | $366K | Hold |
5,450
| – | – | 0.52% | 43 |
|
|
2022
Q1 | $341K | Sell |
5,450
-500
| -8% | -$31.3K | 0.39% | 45 |
|
|
2021
Q4 | $425K | Buy |
+5,950
| New | +$425K | 0.45% | 45 |
|