Mercer Global Advisors’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 | $228K | Buy |
2,958
+368
| +14% | +$28.4K | ﹤0.01% | 1988 |
|
|
2025
Q1 | $208K | Sell |
2,590
-397
| -13% | -$31.9K | ﹤0.01% | 1955 |
|
|
2024
Q4 | $221K | Sell |
2,987
-2,751
| -48% | -$203K | ﹤0.01% | 1919 |
|
|
2024
Q3 | $448K | Sell |
5,738
-1,172
| -17% | -$91.4K | ﹤0.01% | 1389 |
|
|
2024
Q2 | $605K | Sell |
6,910
-828
| -11% | -$72.5K | ﹤0.01% | 1205 |
|
|
2024
Q1 | $669K | Buy |
7,738
+1,162
| +18% | +$100K | ﹤0.01% | 1133 |
|
|
2023
Q4 | $559K | Sell |
6,576
-88
| -1% | -$7.48K | ﹤0.01% | 1256 |
|
|
2023
Q3 | $506K | Buy |
6,664
+626
| +10% | +$47.5K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $477K | Buy |
6,038
+1,219
| +25% | +$96.3K | ﹤0.01% | 1255 |
|
|
2023
Q1 | $348K | Buy |
4,819
+1,231
| +34% | +$88.9K | ﹤0.01% | 1421 |
|
|
2022
Q4 | $211K | Sell |
3,588
-810
| -18% | -$47.6K | ﹤0.01% | 1687 |
|
|
2022
Q3 | $271K | Buy |
4,398
+71
| +2% | +$4.38K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $290K | Buy |
+4,327
| New | +$290K | ﹤0.01% | 1440 |
|