Raymond James & Associates’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.22M | Buy |
15,612
+17
| +0.1% | +$1.33K | ﹤0.01% | 2550 |
|
2024
Q2 | $1.37M | Sell |
15,595
-6,391
| -29% | -$560K | ﹤0.01% | 2388 |
|
2024
Q1 | $1.9M | Sell |
21,986
-185
| -0.8% | -$16K | ﹤0.01% | 2182 |
|
2023
Q4 | $1.88M | Buy |
22,171
+2,025
| +10% | +$172K | ﹤0.01% | 2127 |
|
2023
Q3 | $1.53M | Buy |
20,146
+1,078
| +6% | +$81.8K | ﹤0.01% | 2173 |
|
2023
Q2 | $1.51M | Buy |
19,068
+829
| +5% | +$65.5K | ﹤0.01% | 2225 |
|
2023
Q1 | $1.32M | Sell |
18,239
-220
| -1% | -$15.9K | ﹤0.01% | 2269 |
|
2022
Q4 | $1.08M | Buy |
18,459
+550
| +3% | +$32.3K | ﹤0.01% | 2380 |
|
2022
Q3 | $1.1M | Buy |
17,909
+276
| +2% | +$17K | ﹤0.01% | 2331 |
|
2022
Q2 | $1.18M | Buy |
17,633
+399
| +2% | +$26.8K | ﹤0.01% | 2325 |
|
2022
Q1 | $1.08M | Buy |
17,234
+779
| +5% | +$48.7K | ﹤0.01% | 2534 |
|
2021
Q4 | $1.18M | Buy |
16,455
+515
| +3% | +$36.8K | ﹤0.01% | 2509 |
|
2021
Q3 | $892K | Sell |
15,940
-576
| -3% | -$32.2K | ﹤0.01% | 2654 |
|
2021
Q2 | $806K | Buy |
16,516
+211
| +1% | +$10.3K | ﹤0.01% | 2730 |
|
2021
Q1 | $753K | Sell |
16,305
-362
| -2% | -$16.7K | ﹤0.01% | 2694 |
|
2020
Q4 | $710K | Buy |
16,667
+121
| +0.7% | +$5.15K | ﹤0.01% | 2557 |
|
2020
Q3 | $598K | Buy |
16,546
+8,158
| +97% | +$295K | ﹤0.01% | 2486 |
|
2020
Q2 | $325K | Buy |
8,388
+2,738
| +48% | +$106K | ﹤0.01% | 2856 |
|
2020
Q1 | $251K | Sell |
5,650
-8,817
| -61% | -$392K | ﹤0.01% | 2874 |
|
2019
Q4 | $742K | Buy |
14,467
+1,903
| +15% | +$97.6K | ﹤0.01% | 2450 |
|
2019
Q3 | $675K | Buy |
12,564
+2,804
| +29% | +$151K | ﹤0.01% | 2446 |
|
2019
Q2 | $515K | Buy |
+9,760
| New | +$515K | ﹤0.01% | 2633 |
|
2018
Q1 | – | Sell |
-5,675
| Closed | -$252K | – | 3421 |
|
2017
Q4 | $252K | Buy |
+5,675
| New | +$252K | ﹤0.01% | 2908 |
|
2016
Q4 | – | Sell |
-7,980
| Closed | -$276K | – | 3152 |
|
2016
Q3 | $276K | Hold |
7,980
| – | – | ﹤0.01% | 2665 |
|
2016
Q2 | $267K | Sell |
7,980
-1,943
| -20% | -$65K | ﹤0.01% | 2472 |
|
2016
Q1 | $294K | Buy |
+9,923
| New | +$294K | ﹤0.01% | 2341 |
|
2014
Q3 | – | Sell |
-16,412
| Closed | -$497K | – | 2203 |
|
2014
Q2 | $497K | Buy |
+16,412
| New | +$497K | ﹤0.01% | 1844 |
|