Nisa Investment 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 | $66.9K | Sell |
868
-369
| -30% | -$28.4K | ﹤0.01% | 1518 |
|
2025
Q1 | $99.4K | Sell |
1,237
-265
| -18% | -$21.3K | ﹤0.01% | 1407 |
|
2024
Q4 | $111K | Buy |
1,502
+333
| +28% | +$24.6K | ﹤0.01% | 1446 |
|
2024
Q3 | $91.4K | Sell |
1,169
-4,403
| -79% | -$344K | ﹤0.01% | 1472 |
|
2024
Q2 | $488K | Sell |
5,572
-22
| -0.4% | -$1.93K | ﹤0.01% | 1089 |
|
2024
Q1 | $483K | Buy |
5,594
+304
| +6% | +$26.3K | ﹤0.01% | 1095 |
|
2023
Q4 | $449K | Buy |
5,290
+1,705
| +48% | +$145K | ﹤0.01% | 1083 |
|
2023
Q3 | $272K | Sell |
3,585
-50
| -1% | -$3.8K | ﹤0.01% | 1229 |
|
2023
Q2 | $287K | Buy |
3,635
+1,800
| +98% | +$142K | ﹤0.01% | 1238 |
|
2023
Q1 | $133K | Buy |
1,835
+300
| +20% | +$21.7K | ﹤0.01% | 1415 |
|
2022
Q4 | $90K | Sell |
1,535
-112
| -7% | -$6.57K | ﹤0.01% | 1585 |
|
2022
Q3 | $105K | Buy |
1,647
+7
| +0.4% | +$446 | ﹤0.01% | 1488 |
|
2022
Q2 | $110K | Buy |
1,640
+690
| +73% | +$46.3K | ﹤0.01% | 1472 |
|
2022
Q1 | $59K | Hold |
950
| – | – | ﹤0.01% | 1791 |
|
2021
Q4 | $60K | Sell |
950
-450
| -32% | -$28.4K | ﹤0.01% | 1676 |
|
2021
Q3 | $78 | Hold |
1,400
| – | – | ﹤0.01% | 1804 |
|
2021
Q2 | $68 | Hold |
1,400
| – | – | ﹤0.01% | 1854 |
|
2021
Q1 | $65 | Hold |
1,400
| – | – | ﹤0.01% | 1928 |
|
2020
Q4 | $60K | Hold |
1,400
| – | – | ﹤0.01% | 1944 |
|
2020
Q3 | $51K | Hold |
1,400
| – | – | ﹤0.01% | 1802 |
|
2020
Q2 | $54K | Hold |
1,400
| – | – | ﹤0.01% | 1578 |
|
2020
Q1 | $62K | Sell |
1,400
-3,000
| -68% | -$133K | ﹤0.01% | 1493 |
|
2019
Q4 | $226K | Hold |
4,400
| – | – | ﹤0.01% | 1296 |
|
2019
Q3 | $237K | Hold |
4,400
| – | – | ﹤0.01% | 1275 |
|
2019
Q2 | $232K | Hold |
4,400
| – | – | ﹤0.01% | 1283 |
|
2019
Q1 | $219K | Hold |
4,400
| – | – | ﹤0.01% | 1278 |
|
2018
Q4 | $218K | Hold |
4,400
| – | – | ﹤0.01% | 1218 |
|
2018
Q3 | $211K | Sell |
4,400
-1,500
| -25% | -$71.9K | ﹤0.01% | 1303 |
|
2018
Q2 | $281K | Hold |
5,900
| – | – | ﹤0.01% | 1191 |
|
2018
Q1 | $250K | Sell |
5,900
-320
| -5% | -$13.6K | ﹤0.01% | 1178 |
|
2017
Q4 | $276K | Hold |
6,220
| – | – | ﹤0.01% | 1190 |
|
2017
Q3 | $270K | Sell |
6,220
-6,000
| -49% | -$260K | ﹤0.01% | 1183 |
|
2017
Q2 | $486K | Hold |
12,220
| – | – | 0.01% | 1028 |
|
2017
Q1 | $463K | Buy |
12,220
+220
| +2% | +$8.34K | 0.01% | 1053 |
|
2016
Q4 | $490K | Hold |
12,000
| – | – | 0.01% | 1046 |
|
2016
Q3 | $415K | Buy |
12,000
+5,000
| +71% | +$173K | 0.01% | 1056 |
|
2016
Q2 | $234K | Hold |
7,000
| – | – | ﹤0.01% | 1186 |
|
2016
Q1 | $207K | Buy |
+7,000
| New | +$207K | ﹤0.01% | 1207 |
|
2014
Q3 | – | Sell |
-22,600
| Closed | -$685K | – | 1321 |
|
2014
Q2 | $685K | Buy |
+22,600
| New | +$685K | 0.01% | 941 |
|