NorthRock Partners’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 | $722K | Sell |
8,224
-13
| -0.2% | -$1.13K | 0.01% | 358 |
|
|
2025
Q4 | $666K | Sell |
8,237
-35
| -0.4% | -$2.83K | 0.01% | 325 |
|
|
2025
Q3 | $678K | Sell |
8,272
-12
| -0.1% | -$973 | 0.01% | 440 |
|
|
2025
Q2 | $639K | Sell |
8,284
-20
| -0.2% | -$1.56K | 0.02% | 340 |
|
|
2025
Q1 | $667K | Sell |
8,304
-160
| -2% | -$12.7K | 0.02% | 287 |
|
|
2024
Q4 | $625K | Buy |
8,464
+309
| +4% | +$24.2K | 0.02% | 297 |
|
|
2024
Q3 | $637K | Sell |
8,155
-6
| -0.1% | -$519 | 0.02% | 309 |
|
|
2024
Q2 | $715K | Buy |
8,161
+58
| +0.7% | +$5.08K | 0.03% | 253 |
|
|
2024
Q1 | $700K | Hold |
8,103
| – | – | 0.03% | 272 |
|
|
2023
Q4 | $689K | Buy |
8,103
+5,090
| +169% | +$393K | 0.03% | 248 |
|
|
2023
Q3 | $229K | Hold |
3,013
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $238K | Sell |
3,013
-589
| -16% | -$44.2K | 0.03% | 259 |
|
|
2023
Q1 | $260K | Hold |
3,602
| – | – | 0.03% | 256 |
|
|
2022
Q4 | $211K | Hold |
3,602
| – | – | 0.02% | 319 |
|
|
2022
Q3 | $222K | Hold |
3,602
| – | – | 0.03% | 267 |
|
|
2022
Q2 | $242K | Sell |
3,602
-4,770
| -57% | -$303K | 0.03% | 260 |
|
|
2022
Q1 | $523K | Sell |
8,372
-31
| -0.4% | -$1.95K | 0.05% | 167 |
|
|
2021
Q4 | $600K | Hold |
8,403
| – | – | 0.05% | 154 |
|
|
2021
Q3 | $470K | Sell |
8,403
-1,091
| -11% | -$57.8K | 0.04% | 162 |
|
|
2021
Q2 | $463K | Buy |
9,494
+31
| +0.3% | +$1.48K | 0.04% | 149 |
|
|
2021
Q1 | $437K | Hold |
9,463
| – | – | 0.04% | 133 |
|
|
2020
Q4 | $403K | Sell |
9,463
-8
| -0.1% | -$326 | 0.04% | 143 |
|
|
2020
Q3 | $343K | Buy |
9,471
+10
| +0.1% | +$385 | 0.04% | 148 |
|
|
2020
Q2 | $367K | Sell |
9,461
-10
| -0.1% | -$421 | 0.04% | 139 |
|
|
2020
Q1 | $421K | Sell |
9,471
-1,018
| -10% | -$50.7K | 0.06% | 120 |
|
|
2019
Q4 | $538K | Buy |
10,489
+48
| +0.5% | +$2.49K | 0.06% | 146 |
|
|
2019
Q3 | $561K | Sell |
10,441
-1
| -0% | -$52 | 0.08% | 121 |
|
|
2019
Q2 | $551K | Sell |
10,442
-1,190
| -10% | -$60.6K | 0.16% | 37 |
|
|
2019
Q1 | $579K | Hold |
11,632
| – | – | 0.15% | 38 |
|
|
2018
Q4 | $577K | Sell |
11,632
-327
| -3% | -$15.6K | 0.17% | 41 |
|
|
2018
Q3 | $573K | Buy |
11,959
+2,194
| +22% | +$106K | 0.17% | 30 |
|
|
2018
Q2 | $465K | Sell |
9,765
-1,564
| -14% | -$70.5K | 0.16% | 30 |
|
|
2018
Q1 | $491K | Buy |
11,329
+1,779
| +19% | +$74.4K | 0.16% | 28 |
|
|
2017
Q4 | $425K | Buy |
+9,550
| New | +$438K | 0.14% | 29 |
|
Other funds holding OTTR
VPM
VCM
