Stifel Financial’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 | $306K | Sell |
3,974
-359
| -8% | -$27.7K | ﹤0.01% | 3038 |
|
|
2025
Q1 | $348K | Buy |
4,333
+944
| +28% | +$75.9K | ﹤0.01% | 2894 |
|
|
2024
Q4 | $250K | Buy |
3,389
+348
| +11% | +$25.7K | ﹤0.01% | 3054 |
|
|
2024
Q3 | $238K | Buy |
+3,041
| New | +$238K | ﹤0.01% | 3069 |
|
|
2023
Q2 | – | Sell |
-3,400
| Closed | -$246K | – | 3385 |
|
|
2023
Q1 | $246K | Sell |
3,400
-622
| -15% | -$44.9K | ﹤0.01% | 2933 |
|
|
2022
Q4 | $236K | Sell |
4,022
-8,752
| -69% | -$514K | ﹤0.01% | 2900 |
|
|
2022
Q3 | $786K | Buy |
12,774
+9,282
| +266% | +$571K | ﹤0.01% | 2140 |
|
|
2022
Q2 | $234K | Sell |
3,492
-235
| -6% | -$15.7K | ﹤0.01% | 2887 |
|
|
2022
Q1 | $233K | Sell |
3,727
-3
| -0.1% | -$188 | ﹤0.01% | 3030 |
|
|
2021
Q4 | $267K | Buy |
+3,730
| New | +$267K | ﹤0.01% | 2981 |
|
|
2021
Q3 | – | Sell |
-6,610
| Closed | -$323K | – | 3392 |
|
|
2021
Q2 | $323K | Buy |
+6,610
| New | +$323K | ﹤0.01% | 2854 |
|
|
2019
Q1 | – | Sell |
-255,591
| Closed | -$12.7M | – | 2832 |
|
|
2018
Q4 | $12.7M | Buy |
255,591
+71,791
| +39% | +$3.57M | 0.04% | 403 |
|
|
2018
Q3 | $8.84M | Sell |
183,800
-79,750
| -30% | -$3.83M | 0.03% | 594 |
|
|
2018
Q2 | $12.6M | Buy |
263,550
+6,469
| +3% | +$309K | 0.04% | 460 |
|
|
2018
Q1 | $11.2M | Buy |
257,081
+14,661
| +6% | +$637K | 0.04% | 497 |
|
|
2017
Q4 | $10.8M | Buy |
242,420
+6,771
| +3% | +$301K | 0.03% | 502 |
|
|
2017
Q3 | $10.2M | Buy |
235,649
+14,903
| +7% | +$647K | 0.04% | 496 |
|
|
2017
Q2 | $8.76M | Buy |
+220,746
| New | +$8.76M | 0.03% | 525 |
|
|
2016
Q3 | – | Sell |
-17,406
| Closed | -$583K | – | 2472 |
|
|
2016
Q2 | $583K | Sell |
17,406
-1,548
| -8% | -$51.8K | ﹤0.01% | 1670 |
|
|
2016
Q1 | $561K | Sell |
18,954
-497
| -3% | -$14.7K | ﹤0.01% | 1520 |
|
|
2015
Q4 | $518K | Buy |
19,451
+200
| +1% | +$5.33K | ﹤0.01% | 1645 |
|
|
2015
Q3 | $502K | Sell |
19,251
-48
| -0.2% | -$1.25K | ﹤0.01% | 1551 |
|
|
2015
Q2 | $513K | Buy |
+19,299
| New | +$513K | ﹤0.01% | 1674 |
|