O'Shaughnessy Asset Management’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 | $638K | Buy |
8,274
+957
| +13% | +$73.8K | ﹤0.01% | 1257 |
|
|
2025
Q1 | $588K | Buy |
7,317
+3,645
| +99% | +$293K | ﹤0.01% | 1235 |
|
|
2024
Q4 | $271K | Buy |
3,672
+256
| +7% | +$18.9K | ﹤0.01% | 1589 |
|
|
2024
Q3 | $268K | Sell |
3,416
-160
| -4% | -$12.6K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $313K | Buy |
3,576
+457
| +15% | +$40K | ﹤0.01% | 1343 |
|
|
2024
Q1 | $269K | Buy |
3,119
+697
| +29% | +$60.2K | ﹤0.01% | 1369 |
|
|
2023
Q4 | $206K | Buy |
+2,422
| New | +$206K | ﹤0.01% | 1397 |
|
|
2017
Q2 | – | Sell |
-2,587
| Closed | -$98K | – | 953 |
|
|
2017
Q1 | $98K | Hold |
2,587
| – | – | ﹤0.01% | 625 |
|
|
2016
Q4 | $106K | Hold |
2,587
| – | – | ﹤0.01% | 631 |
|
|
2016
Q3 | $89K | Buy |
+2,587
| New | +$89K | ﹤0.01% | 629 |
|
|
2014
Q3 | – | Sell |
-1,392
| Closed | -$42K | – | 1039 |
|
|
2014
Q2 | $42K | Sell |
1,392
-209
| -13% | -$6.31K | ﹤0.01% | 638 |
|
|
2014
Q1 | $49K | Sell |
1,601
-29
| -2% | -$888 | ﹤0.01% | 633 |
|
|
2013
Q4 | $48K | Buy |
1,630
+502
| +45% | +$14.8K | ﹤0.01% | 630 |
|
|
2013
Q3 | $31K | Buy |
1,128
+1,107
| +5,271% | +$30.4K | ﹤0.01% | 642 |
|
|
2013
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 897 |
|