Plante Moran Financial Advisors’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 | $12.4K | Hold |
160
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $12.9K | Hold |
160
| – | – | ﹤0.01% | 532 |
|
|
2024
Q4 | $11.8K | Hold |
160
| – | – | ﹤0.01% | 554 |
|
|
2024
Q3 | $12.5K | Hold |
160
| – | – | ﹤0.01% | 583 |
|
|
2024
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 528 |
|
|
2024
Q1 | $13.9K | Hold |
160
| – | – | ﹤0.01% | 560 |
|
|
2023
Q4 | $13.6K | Hold |
160
| – | – | ﹤0.01% | 513 |
|
|
2023
Q3 | $12.2K | Hold |
160
| – | – | ﹤0.01% | 508 |
|
|
2023
Q2 | $12.7K | Hold |
160
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $11.6K | Buy |
160
+1
| +0.6% | +$72 | ﹤0.01% | 541 |
|
|
2022
Q4 | $9.36K | Buy |
159
+1
| +0.6% | +$59 | ﹤0.01% | 589 |
|
|
2022
Q3 | $10K | Buy |
158
+1
| +0.6% | +$63 | ﹤0.01% | 585 |
|
|
2022
Q2 | $11K | Sell |
157
-199
| -56% | -$13.9K | ﹤0.01% | 588 |
|
|
2022
Q1 | $22K | Buy |
356
+1
| +0.3% | +$62 | ﹤0.01% | 481 |
|
|
2021
Q4 | $25K | Buy |
355
+200
| +129% | +$14.1K | ﹤0.01% | 504 |
|
|
2021
Q3 | $9K | Buy |
155
+1
| +0.6% | +$58 | ﹤0.01% | 711 |
|
|
2021
Q2 | $7K | Buy |
154
+2
| +1% | +$91 | ﹤0.01% | 735 |
|
|
2021
Q1 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 715 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$11K | – | 660 |
|
|
2013
Q2 | $11K | Buy |
+400
| New | +$11K | 0.01% | 330 |
|