West Financial Advisors’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
Q3 | $27.4K | Hold |
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|
2025
Q2 | $25.7K | Hold |
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|
2025
Q1 | $26.8K | Hold |
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|
2024
Q4 | $24.7K | Hold |
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|
2024
Q3 | $26.1K | Hold |
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|
2024
Q2 | $29.3K | Hold |
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|
2024
Q1 | $28.9K | Hold |
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|
2023
Q4 | $28.4K | Hold |
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|
2023
Q3 | $25.4K | Hold |
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|
2023
Q2 | $26.4K | Hold |
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|
2023
Q1 | $24.1K | Hold |
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|
2022
Q4 | $19.6K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $22K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $24K | Buy |
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