Raymond James Financial Services Advisors’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 | $1.47M | Sell |
18,869
-65
| -0.3% | -$5.08K | ﹤0.01% | 1899 |
|
|
2024
Q2 | $1.66M | Sell |
18,934
-4,874
| -20% | -$427K | ﹤0.01% | 1778 |
|
|
2024
Q1 | $2.06M | Sell |
23,808
-673
| -3% | -$58.1K | ﹤0.01% | 1624 |
|
|
2023
Q4 | $2.08M | Sell |
24,481
-1,211
| -5% | -$103K | ﹤0.01% | 1549 |
|
|
2023
Q3 | $1.95M | Sell |
25,692
-1,153
| -4% | -$87.5K | ﹤0.01% | 1518 |
|
|
2023
Q2 | $2.12M | Buy |
26,845
+3,000
| +13% | +$237K | ﹤0.01% | 1479 |
|
|
2023
Q1 | $1.72M | Buy |
23,845
+1,528
| +7% | +$110K | ﹤0.01% | 1567 |
|
|
2022
Q4 | $1.31M | Sell |
22,317
-1,496
| -6% | -$87.8K | ﹤0.01% | 1674 |
|
|
2022
Q3 | $1.47M | Sell |
23,813
-754
| -3% | -$46.4K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $1.65M | Buy |
24,567
+4,227
| +21% | +$284K | ﹤0.01% | 1548 |
|
|
2022
Q1 | $1.27M | Buy |
20,340
+97
| +0.5% | +$6.06K | ﹤0.01% | 1785 |
|
|
2021
Q4 | $1.45M | Sell |
20,243
-4,293
| -17% | -$307K | ﹤0.01% | 1740 |
|
|
2021
Q3 | $1.37M | Buy |
24,536
+1,641
| +7% | +$91.8K | ﹤0.01% | 1734 |
|
|
2021
Q2 | $1.12M | Buy |
22,895
+271
| +1% | +$13.2K | ﹤0.01% | 1871 |
|
|
2021
Q1 | $1.05M | Buy |
22,624
+842
| +4% | +$38.9K | ﹤0.01% | 1829 |
|
|
2020
Q4 | $928K | Buy |
21,782
+2,172
| +11% | +$92.5K | ﹤0.01% | 1747 |
|
|
2020
Q3 | $709K | Buy |
19,610
+858
| +5% | +$31K | ﹤0.01% | 1758 |
|
|
2020
Q2 | $727K | Buy |
+18,752
| New | +$727K | ﹤0.01% | 1687 |
|
|
2020
Q1 | – | Sell |
-16,260
| Closed | -$834K | – | 2683 |
|
|
2019
Q4 | $834K | Buy |
16,260
+6,042
| +59% | +$310K | ﹤0.01% | 1647 |
|
|
2019
Q3 | $549K | Buy |
10,218
+1,616
| +19% | +$86.8K | ﹤0.01% | 1846 |
|
|
2019
Q2 | $454K | Sell |
8,602
-158
| -2% | -$8.34K | ﹤0.01% | 1994 |
|
|
2019
Q1 | $436K | Buy |
8,760
+1,329
| +18% | +$66.1K | ﹤0.01% | 1978 |
|
|
2018
Q4 | $369K | Sell |
7,431
-802
| -10% | -$39.8K | ﹤0.01% | 1864 |
|
|
2018
Q3 | $394K | Sell |
8,233
-2,286
| -22% | -$109K | ﹤0.01% | 2099 |
|
|
2018
Q2 | $501K | Sell |
10,519
-1,183
| -10% | -$56.3K | ﹤0.01% | 1862 |
|
|
2018
Q1 | $507K | Buy |
11,702
+1,039
| +10% | +$45K | ﹤0.01% | 1712 |
|
|
2017
Q4 | $474K | Sell |
10,663
-1,676
| -14% | -$74.5K | ﹤0.01% | 1740 |
|
|
2017
Q3 | $535K | Sell |
12,339
-1,442
| -10% | -$62.5K | ﹤0.01% | 1674 |
|
|
2017
Q2 | $546K | Buy |
13,781
+703
| +5% | +$27.9K | ﹤0.01% | 1630 |
|
|
2017
Q1 | $496K | Sell |
13,078
-609
| -4% | -$23.1K | ﹤0.01% | 1576 |
|
|
2016
Q4 | $558K | Sell |
13,687
-1,963
| -13% | -$80K | ﹤0.01% | 1468 |
|
|
2016
Q3 | $541K | Sell |
15,650
-2,654
| -14% | -$91.7K | ﹤0.01% | 1456 |
|
|
2016
Q2 | $613K | Sell |
18,304
-1,697
| -8% | -$56.8K | 0.01% | 1315 |
|
|
2016
Q1 | $592K | Buy |
20,001
+1,747
| +10% | +$51.7K | 0.01% | 1176 |
|
|
2015
Q4 | $486K | Buy |
+18,254
| New | +$486K | 0.01% | 1210 |
|