O'Shaughnessy Asset Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $749K | Buy |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $588K | Buy |
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|
2024
Q4 | $271K | Buy |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $98K | Hold |
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|
2016
Q4 | $106K | Hold |
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|
2016
Q3 | $89K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $42K | Sell |
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|
2014
Q1 | $49K | Sell |
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|
2013
Q4 | $48K | Buy |
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|
2013
Q3 | $31K | Buy |
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|
2013
Q2 | $1K | Buy |
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