Lindbrook Capital’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.7K | Buy |
46
+6
| +15% | +$482 | ﹤0.01% | 2076 |
|
|
2024
Q4 | $2.95K | Hold |
40
| – | – | ﹤0.01% | 2187 |
|
|
2024
Q3 | $3.13K | Hold |
40
| – | – | ﹤0.01% | 2202 |
|
|
2024
Q2 | $3.5K | Hold |
40
| – | – | ﹤0.01% | 2148 |
|
|
2024
Q1 | $3.46K | Hold |
40
| – | – | ﹤0.01% | 2052 |
|
|
2023
Q4 | $3.4K | Hold |
40
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q3 | $3.04K | Sell |
40
-6
| -13% | -$456 | ﹤0.01% | 1978 |
|
|
2023
Q2 | $3.63K | Buy |
46
+6
| +15% | +$474 | ﹤0.01% | 1941 |
|
|
2023
Q1 | $2.89K | Sell |
40
-3
| -7% | -$217 | ﹤0.01% | 2089 |
|
|
2022
Q4 | $2.53K | Sell |
43
-46
| -52% | -$2.7K | ﹤0.01% | 2131 |
|
|
2022
Q3 | $5K | Buy |
89
+39
| +78% | +$2.19K | ﹤0.01% | 1682 |
|
|
2022
Q2 | $3K | Sell |
50
-33
| -40% | -$1.98K | ﹤0.01% | 1822 |
|
|
2022
Q1 | $5K | Buy |
83
+43
| +108% | +$2.59K | ﹤0.01% | 1601 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1586 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1626 |
|
|
2021
Q1 | $2K | Buy |
40
+25
| +167% | +$1.25K | ﹤0.01% | 1578 |
|
|
2020
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1661 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1612 |
|
|
2020
Q1 | – | Sell |
-180
| Closed | -$9K | – | 1825 |
|
|
2019
Q4 | $9K | Hold |
180
| – | – | ﹤0.01% | 954 |
|
|
2019
Q3 | $10K | Hold |
180
| – | – | ﹤0.01% | 903 |
|
|
2019
Q2 | $9K | Buy |
180
+58
| +48% | +$2.9K | ﹤0.01% | 927 |
|
|
2019
Q1 | $6K | Hold |
122
| – | – | ﹤0.01% | 1035 |
|
|
2018
Q4 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 974 |
|