RBA Wealth Management’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 | $526K | Sell |
6,821
-273
| -4% | -$21K | 0.2% | 66 |
|
|
2025
Q1 | $570K | Sell |
7,094
-432
| -6% | -$34.7K | 0.23% | 62 |
|
|
2024
Q4 | $556K | Sell |
7,526
-580
| -7% | -$42.8K | 0.21% | 61 |
|
|
2024
Q3 | $634K | Sell |
8,106
-1,775
| -18% | -$139K | 0.24% | 59 |
|
|
2024
Q2 | $866K | Sell |
9,881
-2,171
| -18% | -$190K | 0.35% | 55 |
|
|
2024
Q1 | $1.04M | Sell |
12,052
-11,952
| -50% | -$1.03M | 0.42% | 51 |
|
|
2023
Q4 | $2.04M | Buy |
24,004
+585
| +2% | +$49.7K | 0.89% | 45 |
|
|
2023
Q3 | $1.78M | Buy |
23,419
+5,364
| +30% | +$407K | 0.86% | 46 |
|
|
2023
Q2 | $1.43M | Buy |
18,055
+782
| +5% | +$61.7K | 0.66% | 47 |
|
|
2023
Q1 | $1.25M | Buy |
17,273
+5,753
| +50% | +$416K | 0.62% | 48 |
|
|
2022
Q4 | $676K | Buy |
11,520
+7,764
| +207% | +$456K | 0.35% | 55 |
|
|
2022
Q3 | $231K | Buy |
+3,756
| New | +$231K | 0.13% | 81 |
|