USA Financial Formulas’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 | $88K | Sell |
1,141
-61
| -5% | -$4.7K | 0.02% | 181 |
|
|
2025
Q1 | $96.6K | Buy |
1,202
+419
| +54% | +$33.7K | 0.02% | 175 |
|
|
2024
Q4 | $57.8K | Sell |
783
-49
| -6% | -$3.62K | 0.01% | 231 |
|
|
2024
Q3 | $65K | Sell |
832
-135
| -14% | -$10.6K | 0.01% | 205 |
|
|
2024
Q2 | $84.7K | Buy |
+967
| New | +$84.7K | 0.01% | 192 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$2K | – | 415 |
|
|
2022
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 247 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$2K | – | 469 |
|
|
2021
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 325 |
|