Valtinson Bruner Financial Planning’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 | $381K | Hold |
4,937
| – | – | 0.12% | 94 |
|
|
2025
Q1 | $397K | Hold |
4,937
| – | – | 0.13% | 84 |
|
|
2024
Q4 | $365K | Hold |
4,937
| – | – | 0.13% | 99 |
|
|
2024
Q3 | $386K | Hold |
4,937
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $432K | Sell |
4,937
-1,434
| -23% | -$126K | 0.17% | 85 |
|
|
2024
Q1 | $550K | Buy |
6,371
+8
| +0.1% | +$691 | 0.23% | 72 |
|
|
2023
Q4 | $541K | Buy |
6,363
+8
| +0.1% | +$680 | 0.28% | 71 |
|
|
2023
Q3 | $482K | Hold |
6,355
| – | – | 0.26% | 71 |
|
|
2023
Q2 | $502K | Buy |
6,355
+8
| +0.1% | +$632 | 0.27% | 69 |
|
|
2023
Q1 | $459K | Buy |
6,347
+9
| +0.1% | +$650 | 0.26% | 70 |
|
|
2022
Q4 | $388K | Buy |
6,338
+2,416
| +62% | +$148K | 0.22% | 82 |
|
|
2022
Q3 | $241K | Sell |
3,922
-11
| -0.3% | -$676 | 0.15% | 88 |
|
|
2022
Q2 | $264K | Hold |
3,933
| – | – | 0.16% | 82 |
|
|
2022
Q1 | $246K | Hold |
3,933
| – | – | 0.14% | 82 |
|
|
2021
Q4 | $281K | Buy |
3,933
+118
| +3% | +$8.43K | 0.15% | 77 |
|
|
2021
Q3 | $226K | Buy |
+3,815
| New | +$226K | 0.12% | 84 |
|
|
2021
Q1 | – | Sell |
-7,543
| Closed | -$324K | – | 91 |
|
|
2020
Q4 | $324K | Sell |
7,543
-2,500
| -25% | -$107K | 0.2% | 61 |
|
|
2020
Q3 | $398K | Buy |
10,043
+3
| +0% | +$119 | 0.28% | 54 |
|
|
2020
Q2 | $417K | Buy |
+10,040
| New | +$417K | 0.3% | 55 |
|
|
2020
Q1 | – | Sell |
-9,298
| Closed | -$478K | – | 74 |
|
|
2019
Q4 | $478K | Hold |
9,298
| – | – | 0.34% | 42 |
|
|
2019
Q3 | $503K | Hold |
9,298
| – | – | 0.41% | 35 |
|
|
2019
Q2 | $491K | Hold |
9,298
| – | – | 0.42% | 27 |
|
|
2019
Q1 | $463K | Hold |
9,298
| – | – | 0.4% | 25 |
|
|
2018
Q4 | $462K | Buy |
+9,298
| New | +$462K | 0.48% | 18 |
|