Valtinson Bruner Financial Planning’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 | $381K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $386K | Hold |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $550K | Buy |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $264K | Hold |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $281K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $324K | Sell |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $417K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $478K | Hold |
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|
2019
Q3 | $503K | Hold |
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|
2019
Q2 | $491K | Hold |
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|
2019
Q1 | $463K | Hold |
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|
2018
Q4 | $462K | Buy |
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