SEI Investments’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 | $517K | Sell |
6,709
-696
| -9% | -$53.7K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $595K | Sell |
7,405
-304
| -4% | -$24.4K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $569K | Buy |
7,709
+318
| +4% | +$23.5K | ﹤0.01% | 2143 |
|
|
2024
Q3 | $578K | Buy |
7,391
+282
| +4% | +$22K | ﹤0.01% | 2132 |
|
|
2024
Q2 | $623K | Buy |
7,109
+701
| +11% | +$61.4K | ﹤0.01% | 2082 |
|
|
2024
Q1 | $554K | Sell |
6,408
-1,116
| -15% | -$96.4K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $639K | Buy |
7,524
+184
| +3% | +$15.6K | ﹤0.01% | 2016 |
|
|
2023
Q3 | $557K | Buy |
7,340
+342
| +5% | +$26K | ﹤0.01% | 2073 |
|
|
2023
Q2 | $553K | Hold |
6,998
| – | – | ﹤0.01% | 2094 |
|
|
2023
Q1 | $506K | Sell |
6,998
-4,398
| -39% | -$318K | ﹤0.01% | 2126 |
|
|
2022
Q4 | $669K | Sell |
11,396
-8,120
| -42% | -$477K | ﹤0.01% | 1907 |
|
|
2022
Q3 | $1.2M | Sell |
19,516
-14,340
| -42% | -$883K | ﹤0.01% | 1733 |
|
|
2022
Q2 | $2.26M | Buy |
33,856
+4,341
| +15% | +$290K | ﹤0.01% | 1495 |
|
|
2022
Q1 | $1.85M | Buy |
29,515
+255
| +0.9% | +$15.9K | ﹤0.01% | 1569 |
|
|
2021
Q4 | $2.09M | Buy |
29,260
+14,079
| +93% | +$1.01M | ﹤0.01% | 1568 |
|
|
2021
Q3 | $850K | Sell |
15,181
-1,216
| -7% | -$68.1K | ﹤0.01% | 1849 |
|
|
2021
Q2 | $801K | Buy |
16,397
+30
| +0.2% | +$1.47K | ﹤0.01% | 1900 |
|
|
2021
Q1 | $736K | Sell |
16,367
-100
| -0.6% | -$4.5K | ﹤0.01% | 1874 |
|
|
2020
Q4 | $701K | Sell |
16,467
-19,609
| -54% | -$835K | ﹤0.01% | 1832 |
|
|
2020
Q3 | $1.31M | Buy |
36,076
+17,346
| +93% | +$627K | ﹤0.01% | 1475 |
|
|
2020
Q2 | $718K | Buy |
18,730
+1,575
| +9% | +$60.4K | ﹤0.01% | 1696 |
|
|
2020
Q1 | $769K | Sell |
17,155
-6,762
| -28% | -$303K | ﹤0.01% | 1576 |
|
|
2019
Q4 | $1.22M | Buy |
23,917
+8,900
| +59% | +$453K | ﹤0.01% | 1562 |
|
|
2019
Q3 | $804K | Sell |
15,017
-345
| -2% | -$18.5K | ﹤0.01% | 1692 |
|
|
2019
Q2 | $805K | Buy |
15,362
+321
| +2% | +$16.8K | ﹤0.01% | 1670 |
|
|
2019
Q1 | $739K | Buy |
15,041
+1,083
| +8% | +$53.2K | ﹤0.01% | 1704 |
|
|
2018
Q4 | $686K | Buy |
13,958
+7,139
| +105% | +$351K | ﹤0.01% | 1658 |
|
|
2018
Q3 | $317K | Sell |
6,819
-14,370
| -68% | -$668K | ﹤0.01% | 1782 |
|
|
2018
Q2 | $1.01M | Buy |
21,189
+1,805
| +9% | +$86K | ﹤0.01% | 1579 |
|
|
2018
Q1 | $840K | Buy |
19,384
+11,024
| +132% | +$478K | ﹤0.01% | 1476 |
|
|
2017
Q4 | $372K | Sell |
8,360
-54
| -0.6% | -$2.4K | ﹤0.01% | 1751 |
|
|
2017
Q3 | $364K | Buy |
8,414
+1,244
| +17% | +$53.8K | ﹤0.01% | 1719 |
|
|
2017
Q2 | $284K | Buy |
7,170
+3,596
| +101% | +$142K | ﹤0.01% | 1786 |
|
|
2017
Q1 | $136K | Buy |
3,574
+274
| +8% | +$10.4K | ﹤0.01% | 1859 |
|
|
2016
Q4 | $134K | Buy |
3,300
+1,498
| +83% | +$60.8K | ﹤0.01% | 1878 |
|
|
2016
Q3 | $62K | Buy |
1,802
+1,621
| +896% | +$55.8K | ﹤0.01% | 2010 |
|
|
2016
Q2 | $6K | Buy |
181
+24
| +15% | +$796 | ﹤0.01% | 2357 |
|
|
2016
Q1 | $5K | Buy |
+157
| New | +$5K | ﹤0.01% | 2281 |
|