NewEdge 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 | $1.57M | Sell |
20,377
-1,125
| -5% | -$86.7K | 0.01% | 1048 |
|
|
2025
Q1 | $1.73M | Buy |
21,502
+4,311
| +25% | +$346K | 0.01% | 917 |
|
|
2024
Q4 | $1.27M | Buy |
17,191
+6,649
| +63% | +$491K | 0.01% | 1047 |
|
|
2024
Q3 | $824K | Sell |
10,542
-195
| -2% | -$15.2K | 0.01% | 1190 |
|
|
2024
Q2 | $940K | Sell |
10,737
-937
| -8% | -$82.1K | 0.01% | 1100 |
|
|
2024
Q1 | $1.01M | Sell |
11,674
-2,983
| -20% | -$258K | 0.01% | 999 |
|
|
2023
Q4 | $1.25M | Buy |
14,657
+457
| +3% | +$38.8K | 0.01% | 841 |
|
|
2023
Q3 | $1.08M | Sell |
14,200
-439
| -3% | -$33.3K | 0.01% | 835 |
|
|
2023
Q2 | $1.16M | Buy |
14,639
+3,147
| +27% | +$248K | 0.01% | 799 |
|
|
2023
Q1 | $831K | Sell |
11,492
-231
| -2% | -$16.7K | 0.01% | 868 |
|
|
2022
Q4 | $688 | Buy |
11,723
+51
| +0.4% | +$3 | ﹤0.01% | 3122 |
|
|
2022
Q3 | $718K | Sell |
11,672
-98
| -0.8% | -$6.03K | 0.01% | 790 |
|
|
2022
Q2 | $790K | Sell |
11,770
-78
| -0.7% | -$5.24K | 0.01% | 784 |
|
|
2022
Q1 | $741K | Sell |
11,848
-159
| -1% | -$9.94K | 0.01% | 732 |
|
|
2021
Q4 | $858K | Buy |
12,007
+131
| +1% | +$9.36K | 0.01% | 810 |
|
|
2021
Q3 | $665K | Sell |
11,876
-3,379
| -22% | -$189K | 0.02% | 675 |
|
|
2021
Q2 | $745K | Buy |
15,255
+3,730
| +32% | +$182K | 0.02% | 611 |
|
|
2021
Q1 | $532K | Buy |
11,525
+326
| +3% | +$15K | 0.02% | 648 |
|
|
2020
Q4 | $477K | Buy |
11,199
+141
| +1% | +$6.01K | 0.02% | 637 |
|
|
2020
Q3 | $400K | Buy |
11,058
+18
| +0.2% | +$651 | 0.01% | 640 |
|
|
2020
Q2 | $428K | Buy |
11,040
+991
| +10% | +$38.4K | 0.02% | 583 |
|
|
2020
Q1 | $447K | Buy |
10,049
+910
| +10% | +$40.5K | 0.02% | 486 |
|
|
2019
Q4 | $468K | Buy |
9,139
+307
| +3% | +$15.7K | 0.02% | 549 |
|
|
2019
Q3 | $475K | Sell |
8,832
-1,171
| -12% | -$63K | 0.02% | 505 |
|
|
2019
Q2 | $528K | Hold |
10,003
| – | – | 0.03% | 387 |
|
|
2019
Q1 | $498K | Buy |
10,003
+64
| +0.6% | +$3.19K | 0.03% | 397 |
|
|
2018
Q4 | $493 | Buy |
9,939
+25
| +0.3% | +$1 | 0.03% | 373 |
|
|
2018
Q3 | $475K | Buy |
9,914
+2,933
| +42% | +$141K | 0.04% | 369 |
|
|
2018
Q2 | $336 | Buy |
+6,981
| New | +$336 | 0.03% | 385 |
|