LPL Financial’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 | $4.88M | Buy |
63,344
+2,769
| +5% | +$213K | ﹤0.01% | 2324 |
|
|
2025
Q1 | $4.87M | Buy |
60,575
+710
| +1% | +$57.1K | ﹤0.01% | 2164 |
|
|
2024
Q4 | $4.42M | Buy |
59,865
+1,837
| +3% | +$136K | ﹤0.01% | 2173 |
|
|
2024
Q3 | $4.54M | Buy |
58,028
+2,958
| +5% | +$231K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $4.82M | Buy |
55,070
+6,074
| +12% | +$532K | ﹤0.01% | 1875 |
|
|
2024
Q1 | $4.23M | Sell |
48,996
-2,564
| -5% | -$222K | ﹤0.01% | 1909 |
|
|
2023
Q4 | $4.38M | Buy |
51,560
+3,113
| +6% | +$265K | ﹤0.01% | 1765 |
|
|
2023
Q3 | $3.68M | Sell |
48,447
-773
| -2% | -$58.7K | ﹤0.01% | 1784 |
|
|
2023
Q2 | $3.89M | Buy |
49,220
+14,845
| +43% | +$1.17M | ﹤0.01% | 1732 |
|
|
2023
Q1 | $2.48M | Buy |
34,375
+1,343
| +4% | +$97.1K | ﹤0.01% | 1967 |
|
|
2022
Q4 | $1.94M | Buy |
33,032
+448
| +1% | +$26.3K | ﹤0.01% | 2092 |
|
|
2022
Q3 | $2.01M | Buy |
32,584
+1,270
| +4% | +$78.1K | ﹤0.01% | 1979 |
|
|
2022
Q2 | $2.1M | Sell |
31,314
-2,563
| -8% | -$172K | ﹤0.01% | 1988 |
|
|
2022
Q1 | $2.12M | Sell |
33,877
-14,073
| -29% | -$879K | ﹤0.01% | 2021 |
|
|
2021
Q4 | $3.43M | Buy |
47,950
+8,057
| +20% | +$576K | ﹤0.01% | 1703 |
|
|
2021
Q3 | $2.23M | Sell |
39,893
-593
| -1% | -$33.2K | ﹤0.01% | 1950 |
|
|
2021
Q2 | $1.98M | Buy |
40,486
+1,563
| +4% | +$76.3K | ﹤0.01% | 1986 |
|
|
2021
Q1 | $1.8M | Buy |
38,923
+478
| +1% | +$22.1K | ﹤0.01% | 1917 |
|
|
2020
Q4 | $1.64M | Buy |
38,445
+3,005
| +8% | +$128K | ﹤0.01% | 1802 |
|
|
2020
Q3 | $1.28M | Sell |
35,440
-807
| -2% | -$29.2K | ﹤0.01% | 1729 |
|
|
2020
Q2 | $1.41M | Buy |
36,247
+4,294
| +13% | +$167K | ﹤0.01% | 1576 |
|
|
2020
Q1 | $1.42M | Buy |
31,953
+4,371
| +16% | +$194K | ﹤0.01% | 1395 |
|
|
2019
Q4 | $1.42M | Buy |
27,582
+2,238
| +9% | +$115K | ﹤0.01% | 1607 |
|
|
2019
Q3 | $1.36M | Buy |
25,344
+4,179
| +20% | +$225K | ﹤0.01% | 1517 |
|
|
2019
Q2 | $1.12M | Buy |
21,165
+2,605
| +14% | +$138K | ﹤0.01% | 1645 |
|
|
2019
Q1 | $925K | Buy |
18,560
+1,040
| +6% | +$51.8K | ﹤0.01% | 1696 |
|
|
2018
Q4 | $870K | Buy |
17,520
+1,207
| +7% | +$59.9K | ﹤0.01% | 1627 |
|
|
2018
Q3 | $781K | Sell |
16,313
-1,247
| -7% | -$59.7K | ﹤0.01% | 1860 |
|
|
2018
Q2 | $836K | Sell |
17,560
-6,096
| -26% | -$290K | ﹤0.01% | 1735 |
|
|
2018
Q1 | $1.03M | Sell |
23,656
-1,447
| -6% | -$62.8K | ﹤0.01% | 1575 |
|
|
2017
Q4 | $1.12M | Buy |
25,103
+15,172
| +153% | +$674K | ﹤0.01% | 1442 |
|
|
2017
Q3 | $430K | Sell |
9,931
-597
| -6% | -$25.8K | ﹤0.01% | 2053 |
|
|
2017
Q2 | $417K | Buy |
10,528
+61
| +0.6% | +$2.42K | ﹤0.01% | 2009 |
|
|
2017
Q1 | $400K | Buy |
10,467
+511
| +5% | +$19.5K | ﹤0.01% | 1982 |
|
|
2016
Q4 | $395K | Sell |
9,956
-87
| -0.9% | -$3.45K | ﹤0.01% | 1943 |
|
|
2016
Q3 | $336K | Buy |
+10,043
| New | +$336K | ﹤0.01% | 2037 |
|