Steward Partners Investment Advisory’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
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|
2025
Q1 | $321K | Hold |
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|
2024
Q4 | $295K | Hold |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $356K | Buy |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $362K | Buy |
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|
2023
Q2 | $226K | Hold |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $176K | Hold |
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|
2022
Q2 | $192K | Hold |
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|
2022
Q1 | $179K | Hold |
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|
2021
Q4 | $205K | Hold |
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|
2021
Q3 | $160K | Hold |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $202K | Hold |
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|
2020
Q4 | $186K | Buy |
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|
2020
Q3 | $133K | Sell |
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|
2020
Q2 | $212K | Hold |
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|
2020
Q1 | $242K | Hold |
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|
2019
Q4 | $279K | Hold |
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|
2019
Q3 | $293K | Hold |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $128K | Hold |
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|
2018
Q1 | $116K | Buy |
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|
2017
Q4 | $110K | Hold |
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|
2017
Q3 | $107K | Buy |
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