SNS Financial Group’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $655K | Hold |
7,459
| – | – | 0.06% | 109 |
|
|
2025
Q4 | $603K | Hold |
7,459
| – | – | 0.05% | 109 |
|
|
2025
Q3 | $611K | Hold |
7,459
| – | – | 0.05% | 107 |
|
|
2025
Q2 | $575K | Hold |
7,459
| – | – | 0.05% | 107 |
|
|
2025
Q1 | $599K | Hold |
7,459
| – | – | 0.06% | 108 |
|
|
2024
Q4 | $551K | Hold |
7,459
| – | – | 0.06% | 106 |
|
|
2024
Q3 | $583K | Hold |
7,459
| – | – | 0.06% | 107 |
|
|
2024
Q2 | $653K | Hold |
7,459
| – | – | 0.07% | 102 |
|
|
2024
Q1 | $644K | Hold |
7,459
| – | – | 0.07% | 104 |
|
|
2023
Q4 | $634K | Hold |
7,459
| – | – | 0.08% | 99 |
|
|
2023
Q3 | $566K | Hold |
7,459
| – | – | 0.07% | 104 |
|
|
2023
Q2 | $589K | Hold |
7,459
| – | – | 0.08% | 100 |
|
|
2023
Q1 | $539K | Hold |
7,459
| – | – | 0.07% | 105 |
|
|
2022
Q4 | $438K | Buy |
7,459
+88
| +1% | +$5.27K | 0.06% | 122 |
|
|
2022
Q3 | $453K | Hold |
7,371
| – | – | 0.07% | 114 |
|
|
2022
Q2 | $495K | Hold |
7,371
| – | – | 0.07% | 111 |
|
|
2022
Q1 | $461K | Hold |
7,371
| – | – | 0.05% | 132 |
|
|
2021
Q4 | $526K | Hold |
7,371
| – | – | 0.06% | 134 |
|
|
2021
Q3 | $413K | Hold |
7,371
| – | – | 0.05% | 141 |
|
|
2021
Q2 | $360K | Hold |
7,371
| – | – | 0.05% | 151 |
|
|
2021
Q1 | $340K | Hold |
7,371
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $314K | Sell |
7,371
-3,100
| -30% | -$126K | 0.05% | 146 |
|
|
2020
Q3 | $379K | Hold |
10,471
| – | – | 0.06% | 134 |
|
|
2020
Q2 | $406K | Hold |
10,471
| – | – | 0.08% | 126 |
|
|
2020
Q1 | $466K | Hold |
10,471
| – | – | 0.1% | 125 |
|
|
2019
Q4 | $537K | Buy |
+10,471
| New | +$543K | 0.1% | 127 |
|
Other funds holding OTTR
VPM
VCM
