Symons Capital Management’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $487K | Sell |
8,698
-366
| -4% | -$20.5K | 0.31% | 43 |
|
|
2021
Q2 | $442K | Sell |
9,064
-8
| -0.1% | -$390 | 0.25% | 46 |
|
|
2021
Q1 | $419K | Buy |
9,072
+3,885
| +75% | +$179K | 0.22% | 54 |
|
|
2020
Q4 | $221K | Buy |
+5,187
| New | +$221K | 0.12% | 74 |
|
|
2020
Q3 | – | Sell |
-5,211
| Closed | -$202K | – | 85 |
|
|
2020
Q2 | $202K | Sell |
5,211
-24
| -0.5% | -$930 | 0.13% | 64 |
|
|
2020
Q1 | $233K | Sell |
5,235
-35
| -0.7% | -$1.56K | 0.14% | 61 |
|
|
2019
Q4 | $270K | Sell |
5,270
-31
| -0.6% | -$1.59K | 0.14% | 51 |
|
|
2019
Q3 | $285K | Sell |
5,301
-168
| -3% | -$9.03K | 0.13% | 52 |
|
|
2019
Q2 | $289K | Sell |
5,469
-39
| -0.7% | -$2.06K | 0.12% | 53 |
|
|
2019
Q1 | $275K | Hold |
5,508
| – | – | 0.12% | 46 |
|
|
2018
Q4 | $273K | Sell |
5,508
-1,016
| -16% | -$50.4K | 0.11% | 54 |
|
|
2018
Q3 | $313K | Sell |
6,524
-102
| -2% | -$4.89K | 0.1% | 56 |
|
|
2018
Q2 | $316K | Sell |
6,626
-260
| -4% | -$12.4K | 0.11% | 54 |
|
|
2018
Q1 | $299K | Sell |
6,886
-1,386
| -17% | -$60.2K | 0.09% | 53 |
|
|
2017
Q4 | $368K | Sell |
8,272
-2,394
| -22% | -$107K | 0.1% | 51 |
|
|
2017
Q3 | $463K | Sell |
10,666
-11,214
| -51% | -$487K | 0.12% | 51 |
|
|
2017
Q2 | $867K | Buy |
21,880
+1,415
| +7% | +$56.1K | 0.21% | 33 |
|
|
2017
Q1 | $776K | Hold |
20,465
| – | – | 0.19% | 31 |
|
|
2016
Q4 | $835K | Buy |
20,465
+2,381
| +13% | +$97.1K | 0.2% | 30 |
|
|
2016
Q3 | $625K | Hold |
18,084
| – | – | 0.15% | 30 |
|
|
2016
Q2 | $605K | Buy |
+18,084
| New | +$605K | 0.14% | 31 |
|