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
Q2
$638K Buy
2025
Q1
$588K Buy
2024
Q4
$271K Buy
2024
Q3
$268K Sell
2024
Q2
$313K Buy
2024
Q1
$269K Buy
2023
Q4
$206K Buy
2017
Q2
Sell
2017
Q1
$98K Hold
2016
Q4
$106K Hold
2016
Q3
$89K Buy
2014
Q3
Sell
2014
Q2
$42K Sell
2014
Q1
$49K Sell
2013
Q4
$48K Buy
2013
Q3
$31K Buy
2013
Q2
$1K Buy