Wealth Alliance Advisory Group’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 | $214K | Hold |
2,779
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $223K | Hold |
2,779
| – | – | 0.05% | 175 |
|
|
2024
Q4 | $205K | Hold |
2,779
| – | – | 0.04% | 178 |
|
|
2024
Q3 | $217K | Hold |
2,779
| – | – | 0.05% | 173 |
|
|
2024
Q2 | $243K | Hold |
2,779
| – | – | 0.05% | 161 |
|
|
2024
Q1 | $240K | Hold |
2,779
| – | – | 0.06% | 163 |
|
|
2023
Q4 | $236K | Hold |
2,779
| – | – | 0.06% | 159 |
|
|
2023
Q3 | $211K | Hold |
2,779
| – | – | 0.06% | 158 |
|
|
2023
Q2 | $219K | Hold |
2,779
| – | – | 0.08% | 148 |
|
|
2023
Q1 | $201K | Buy |
+2,779
| New | +$201K | 0.08% | 150 |
|
|
2019
Q2 | – | Sell |
-4,800
| Closed | -$243K | – | 130 |
|
|
2019
Q1 | $243K | Hold |
4,800
| – | – | 0.16% | 103 |
|
|
2018
Q4 | $238K | Hold |
4,800
| – | – | 0.18% | 94 |
|
|
2018
Q3 | $230K | Hold |
4,800
| – | – | 0.12% | 117 |
|
|
2018
Q2 | $228K | Hold |
4,800
| – | – | 0.13% | 109 |
|
|
2018
Q1 | $208K | Buy |
+4,800
| New | +$208K | 0.12% | 108 |
|