Steward Partners Investment Advisory’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 | $308K | Hold |
3,991
| – | – | ﹤0.01% | 1544 |
|
|
2025
Q1 | $321K | Hold |
3,991
| – | – | ﹤0.01% | 1415 |
|
|
2024
Q4 | $295K | Hold |
3,991
| – | – | ﹤0.01% | 1426 |
|
|
2024
Q3 | $312K | Hold |
3,991
| – | – | ﹤0.01% | 1315 |
|
|
2024
Q2 | $350K | Sell |
3,991
-135
| -3% | -$11.8K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $356K | Buy |
4,126
+560
| +16% | +$48.4K | ﹤0.01% | 1187 |
|
|
2023
Q4 | $303K | Sell |
3,566
-1,200
| -25% | -$102K | ﹤0.01% | 1211 |
|
|
2023
Q3 | $362K | Buy |
4,766
+1,900
| +66% | +$144K | 0.01% | 1052 |
|
|
2023
Q2 | $226K | Hold |
2,866
| – | – | ﹤0.01% | 1224 |
|
|
2023
Q1 | $207K | Hold |
2,866
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q4 | $168K | Hold |
2,866
| – | – | ﹤0.01% | 1323 |
|
|
2022
Q3 | $176K | Hold |
2,866
| – | – | ﹤0.01% | 1255 |
|
|
2022
Q2 | $192K | Hold |
2,866
| – | – | ﹤0.01% | 1224 |
|
|
2022
Q1 | $179K | Hold |
2,866
| – | – | ﹤0.01% | 1341 |
|
|
2021
Q4 | $205K | Hold |
2,866
| – | – | ﹤0.01% | 1304 |
|
|
2021
Q3 | $160K | Hold |
2,866
| – | – | ﹤0.01% | 1359 |
|
|
2021
Q2 | $140K | Sell |
2,866
-1,500
| -34% | -$73.3K | ﹤0.01% | 1835 |
|
|
2021
Q1 | $202K | Hold |
4,366
| – | – | ﹤0.01% | 1296 |
|
|
2020
Q4 | $186K | Buy |
4,366
+700
| +19% | +$29.8K | ﹤0.01% | 1102 |
|
|
2020
Q3 | $133K | Sell |
3,666
-1,789
| -33% | -$64.9K | ﹤0.01% | 1106 |
|
|
2020
Q2 | $212K | Hold |
5,455
| – | – | 0.01% | 864 |
|
|
2020
Q1 | $242K | Hold |
5,455
| – | – | 0.01% | 738 |
|
|
2019
Q4 | $279K | Hold |
5,455
| – | – | 0.01% | 782 |
|
|
2019
Q3 | $293K | Hold |
5,455
| – | – | 0.01% | 733 |
|
|
2019
Q2 | $288K | Buy |
5,455
+700
| +15% | +$37K | 0.01% | 712 |
|
|
2019
Q1 | $236K | Sell |
4,755
-100
| -2% | -$4.96K | 0.01% | 696 |
|
|
2018
Q4 | $241K | Buy |
4,855
+2,166
| +81% | +$108K | 0.01% | 653 |
|
|
2018
Q3 | $129K | Hold |
2,689
| – | – | 0.01% | 848 |
|
|
2018
Q2 | $128K | Hold |
2,689
| – | – | 0.01% | 776 |
|
|
2018
Q1 | $116K | Buy |
2,689
+200
| +8% | +$8.63K | 0.01% | 735 |
|
|
2017
Q4 | $110K | Hold |
2,489
| – | – | 0.01% | 624 |
|
|
2017
Q3 | $107K | Buy |
+2,489
| New | +$107K | 0.01% | 534 |
|