West Financial Advisors’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 | $25.7K | Hold |
334
| – | – | ﹤0.01% | 130 |
|
|
2025
Q1 | $26.8K | Hold |
334
| – | – | 0.01% | 124 |
|
|
2024
Q4 | $24.7K | Hold |
334
| – | – | ﹤0.01% | 125 |
|
|
2024
Q3 | $26.1K | Hold |
334
| – | – | 0.01% | 116 |
|
|
2024
Q2 | $29.3K | Hold |
334
| – | – | 0.01% | 98 |
|
|
2024
Q1 | $28.9K | Hold |
334
| – | – | 0.01% | 98 |
|
|
2023
Q4 | $28.4K | Hold |
334
| – | – | 0.01% | 97 |
|
|
2023
Q3 | $25.4K | Hold |
334
| – | – | 0.01% | 100 |
|
|
2023
Q2 | $26.4K | Hold |
334
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $24.1K | Hold |
334
| – | – | 0.01% | 97 |
|
|
2022
Q4 | $19.6K | Hold |
334
| – | – | 0.01% | 99 |
|
|
2022
Q3 | $21K | Hold |
334
| – | – | 0.01% | 123 |
|
|
2022
Q2 | $22K | Hold |
334
| – | – | 0.01% | 115 |
|
|
2022
Q1 | $21K | Hold |
334
| – | – | 0.01% | 120 |
|
|
2021
Q4 | $24K | Hold |
334
| – | – | 0.01% | 129 |
|
|
2021
Q3 | $19K | Hold |
334
| – | – | 0.01% | 119 |
|
|
2021
Q2 | $16K | Hold |
334
| – | – | ﹤0.01% | 114 |
|
|
2021
Q1 | $15K | Sell |
334
-238
| -42% | -$10.7K | 0.01% | 118 |
|
|
2020
Q4 | $24K | Buy |
+572
| New | +$24K | 0.01% | 105 |
|