OneAscent Financial Services’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 | $1.95M | Sell |
24,710
-24,238
| -50% | -$1.92M | 0.14% | 104 |
|
|
2025
Q1 | $3.98M | Buy |
48,948
+24,267
| +98% | +$1.97M | 0.26% | 67 |
|
|
2024
Q4 | $1.82M | Sell |
24,681
-74
| -0.3% | -$5.46K | 0.15% | 93 |
|
|
2024
Q3 | $1.94M | Buy |
+24,755
| New | +$1.94M | 1.39% | 11 |
|
|
2024
Q2 | – | Sell |
-30,249
| Closed | -$2.61M | – | 337 |
|
|
2024
Q1 | $2.61M | Sell |
30,249
-6,556
| -18% | -$567K | 0.29% | 59 |
|
|
2023
Q4 | $3.13M | Buy |
+36,805
| New | +$3.13M | 0.39% | 44 |
|