LPL Financial’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.13M | Sell |
58,438
-5,610
| -9% | -$485K | ﹤0.01% | 2599 |
|
|
2025
Q4 | $5.18M | Sell |
64,048
-2,102
| -3% | -$170K | ﹤0.01% | 2506 |
|
|
2025
Q3 | $5.42M | Buy |
66,150
+2,806
| +4% | +$228K | ﹤0.01% | 2390 |
|
|
2025
Q2 | $4.88M | Buy |
63,344
+2,769
| +5% | +$216K | ﹤0.01% | 2332 |
|
|
2025
Q1 | $4.87M | Buy |
60,575
+710
| +1% | +$56.2K | ﹤0.01% | 2169 |
|
|
2024
Q4 | $4.42M | Buy |
59,865
+1,837
| +3% | +$144K | ﹤0.01% | 2181 |
|
|
2024
Q3 | $4.54M | Buy |
58,028
+2,958
| +5% | +$256K | ﹤0.01% | 2081 |
|
|
2024
Q2 | $4.82M | Buy |
55,070
+6,074
| +12% | +$532K | ﹤0.01% | 1882 |
|
|
2024
Q1 | $4.23M | Sell |
48,996
-2,564
| -5% | -$223K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $4.38M | Buy |
51,560
+3,113
| +6% | +$240K | ﹤0.01% | 1772 |
|
|
2023
Q3 | $3.68M | Sell |
48,447
-773
| -2% | -$63.5K | ﹤0.01% | 1790 |
|
|
2023
Q2 | $3.89M | Buy |
49,220
+14,845
| +43% | +$1.11M | ﹤0.01% | 1736 |
|
|
2023
Q1 | $2.48M | Buy |
34,375
+1,343
| +4% | +$89.2K | ﹤0.01% | 1970 |
|
|
2022
Q4 | $1.94M | Buy |
33,032
+448
| +1% | +$26.8K | ﹤0.01% | 2094 |
|
|
2022
Q3 | $2M | Buy |
32,584
+1,270
| +4% | +$91.6K | ﹤0.01% | 1982 |
|
|
2022
Q2 | $2.1M | Sell |
31,314
-2,563
| -8% | -$163K | ﹤0.01% | 1992 |
|
|
2022
Q1 | $2.12M | Sell |
33,877
-14,073
| -29% | -$883K | ﹤0.01% | 2026 |
|
|
2021
Q4 | $3.42M | Buy |
47,950
+8,057
| +20% | +$520K | ﹤0.01% | 1705 |
|
|
2021
Q3 | $2.23M | Sell |
39,893
-593
| -1% | -$31.4K | ﹤0.01% | 1957 |
|
|
2021
Q2 | $1.98M | Buy |
40,486
+1,563
| +4% | +$74.8K | ﹤0.01% | 1991 |
|
|
2021
Q1 | $1.8M | Buy |
38,923
+478
| +1% | +$20.4K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $1.64M | Buy |
38,445
+3,005
| +8% | +$122K | ﹤0.01% | 1806 |
|
|
2020
Q3 | $1.28M | Sell |
35,440
-807
| -2% | -$31.1K | ﹤0.01% | 1737 |
|
|
2020
Q2 | $1.41M | Buy |
36,247
+4,294
| +13% | +$181K | ﹤0.01% | 1582 |
|
|
2020
Q1 | $1.42M | Buy |
31,953
+4,371
| +16% | +$218K | ﹤0.01% | 1397 |
|
|
2019
Q4 | $1.42M | Buy |
27,582
+2,238
| +9% | +$116K | ﹤0.01% | 1609 |
|
|
2019
Q3 | $1.36M | Buy |
25,344
+4,179
| +20% | +$219K | ﹤0.01% | 1520 |
|
|
2019
Q2 | $1.12M | Buy |
21,165
+2,605
| +14% | +$133K | ﹤0.01% | 1649 |
|
|
2019
Q1 | $925K | Buy |
18,560
+1,040
| +6% | +$51.1K | ﹤0.01% | 1703 |
|
|
2018
Q4 | $870K | Buy |
17,520
+1,207
| +7% | +$57.6K | ﹤0.01% | 1639 |
|
|
2018
Q3 | $781K | Sell |
16,313
-1,247
| -7% | -$60.3K | ﹤0.01% | 1868 |
|
|
2018
Q2 | $836K | Sell |
17,560
-6,096
| -26% | -$275K | ﹤0.01% | 1747 |
|
|
2018
Q1 | $1.03M | Sell |
23,656
-1,447
| -6% | -$60.5K | ﹤0.01% | 1587 |
|
|
2017
Q4 | $1.12M | Buy |
25,103
+15,172
| +153% | +$695K | ﹤0.01% | 1450 |
|
|
2017
Q3 | $430K | Sell |
9,931
-597
| -6% | -$24.7K | ﹤0.01% | 2061 |
|
|
2017
Q2 | $417K | Buy |
10,528
+61
| +0.6% | +$2.4K | ﹤0.01% | 2014 |
|
|
2017
Q1 | $400K | Buy |
10,467
+511
| +5% | +$19.4K | ﹤0.01% | 1982 |
|
|
2016
Q4 | $395K | Sell |
9,956
-87
| -0.9% | -$3.23K | ﹤0.01% | 1943 |
|
|
2016
Q3 | $336K | Buy |
+10,043
| New | +$347K | ﹤0.01% | 2039 |
|
Other funds holding OTTR
VPM
VCM
