Principal Financial Group’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
$16M Sell
207,555
-24,006
-10% -$1.85M 0.01% 983
2025
Q1
$18.6M Buy
231,561
+5,574
+2% +$448K 0.01% 881
2024
Q4
$16.7M Buy
225,987
+9,088
+4% +$671K 0.01% 969
2024
Q3
$17M Sell
216,899
-10,784
-5% -$843K 0.01% 942
2024
Q2
$19.9M Sell
227,683
-7,419
-3% -$650K 0.01% 856
2024
Q1
$20.3M Buy
235,102
+4,358
+2% +$377K 0.01% 909
2023
Q4
$19.6M Sell
230,744
-3,382
-1% -$287K 0.01% 885
2023
Q3
$17.8M Sell
234,126
-9,652
-4% -$733K 0.01% 876
2023
Q2
$19.2M Sell
243,778
-13,253
-5% -$1.05M 0.01% 869
2023
Q1
$18.6M Buy
257,031
+246,909
+2,439% +$17.8M 0.01% 893
2022
Q4
$594K Sell
10,122
-1,685
-14% -$98.9K ﹤0.01% 1938
2022
Q3
$726K Sell
11,807
-10,964
-48% -$674K ﹤0.01% 1888
2022
Q2
$1.53M Buy
22,771
+1,420
+7% +$95.3K ﹤0.01% 1849
2022
Q1
$1.33M Sell
21,351
-9,413
-31% -$588K ﹤0.01% 1923
2021
Q4
$2.2M Buy
+30,764
New +$2.2M ﹤0.01% 1842
2021
Q3
Sell
-4,749
Closed -$232K 2610
2021
Q2
$232K Sell
4,749
-939
-17% -$45.9K ﹤0.01% 2434
2021
Q1
$263K Buy
5,688
+563
+11% +$26K ﹤0.01% 2311
2020
Q4
$218K Buy
+5,125
New +$218K ﹤0.01% 2300
2020
Q3
Sell
-5,257
Closed -$204K 2341
2020
Q2
$204K Sell
5,257
-721
-12% -$28K ﹤0.01% 2186
2020
Q1
$266K Buy
+5,978
New +$266K ﹤0.01% 1991
2019
Q4
Sell
-6,578
Closed -$354K 2263
2019
Q3
$354K Buy
6,578
+1,550
+31% +$83.4K ﹤0.01% 2022
2019
Q2
$266K Buy
5,028
+461
+10% +$24.4K ﹤0.01% 2090
2019
Q1
$228K Sell
4,567
-1,486
-25% -$74.2K ﹤0.01% 2099
2018
Q4
$300K Sell
6,053
-11
-0.2% -$545 ﹤0.01% 2028
2018
Q3
$290K Sell
6,064
-706
-10% -$33.8K ﹤0.01% 2081
2018
Q2
$322K Sell
6,770
-28
-0.4% -$1.33K ﹤0.01% 2064
2018
Q1
$295K Sell
6,798
-725
-10% -$31.5K ﹤0.01% 2025
2017
Q4
$334K Buy
+7,523
New +$334K ﹤0.01% 2033
2017
Q3
Sell
-8,477
Closed -$336K 2235
2017
Q2
$336K Buy
8,477
+260
+3% +$10.3K ﹤0.01% 2021
2017
Q1
$311K Sell
8,217
-1,012
-11% -$38.3K ﹤0.01% 2000
2016
Q4
$377K Sell
9,229
-250
-3% -$10.2K ﹤0.01% 1970
2016
Q3
$328K Buy
9,479
+541
+6% +$18.7K ﹤0.01% 1935
2016
Q2
$299K Buy
+8,938
New +$299K ﹤0.01% 1943
2016
Q1
Sell
-9,432
Closed -$251K 2192
2015
Q4
$251K Buy
9,432
+1,235
+15% +$32.9K ﹤0.01% 1994
2015
Q3
$214K Buy
+8,197
New +$214K ﹤0.01% 2019
2014
Q3
Sell
-9,324
Closed -$282K 2228
2014
Q2
$282K Buy
9,324
+718
+8% +$21.7K ﹤0.01% 1983
2014
Q1
$265K Sell
8,606
-176
-2% -$5.42K ﹤0.01% 2032
2013
Q4
$257K Sell
8,782
-163
-2% -$4.77K ﹤0.01% 2060
2013
Q3
$247K Sell
8,945
-2,578
-22% -$71.2K ﹤0.01% 2027
2013
Q2
$327K Buy
+11,523
New +$327K ﹤0.01% 1915