Whittier Trust’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 | $6.82M | Buy |
88,409
+2,002
| +2% | +$154K | 0.08% | 181 |
|
|
2025
Q1 | $6.94M | Buy |
86,407
+1,657
| +2% | +$133K | 0.1% | 174 |
|
|
2024
Q4 | $6.26M | Buy |
84,750
+3,001
| +4% | +$222K | 0.08% | 185 |
|
|
2024
Q3 | $6.39M | Buy |
81,749
+3,609
| +5% | +$282K | 0.09% | 183 |
|
|
2024
Q2 | $6.84M | Buy |
78,140
+3,841
| +5% | +$336K | 0.1% | 169 |
|
|
2024
Q1 | $6.42M | Buy |
74,299
+2,870
| +4% | +$248K | 0.09% | 178 |
|
|
2023
Q4 | $6.07M | Buy |
71,429
+2,082
| +3% | +$177K | 0.1% | 174 |
|
|
2023
Q3 | $5.26M | Buy |
69,347
+2,865
| +4% | +$218K | 0.09% | 177 |
|
|
2023
Q2 | $5.25M | Buy |
66,482
+1,061
| +2% | +$83.8K | 0.09% | 183 |
|
|
2023
Q1 | $4.73M | Buy |
65,421
+458
| +0.7% | +$33.1K | 0.09% | 191 |
|
|
2022
Q4 | $3.81M | Sell |
64,963
-241
| -0.4% | -$14.1K | 0.07% | 211 |
|
|
2022
Q3 | $4.01M | Buy |
65,204
+2,657
| +4% | +$163K | 0.08% | 195 |
|
|
2022
Q2 | $4.2M | Buy |
62,547
+982
| +2% | +$65.9K | 0.08% | 195 |
|
|
2022
Q1 | $3.85M | Buy |
61,565
+3,575
| +6% | +$223K | 0.06% | 217 |
|
|
2021
Q4 | $4.14M | Buy |
57,990
+1,891
| +3% | +$135K | 0.07% | 218 |
|
|
2021
Q3 | $3.14M | Buy |
56,099
+2,821
| +5% | +$158K | 0.06% | 230 |
|
|
2021
Q2 | $2.6M | Buy |
53,278
+3,238
| +6% | +$158K | 0.05% | 246 |
|
|
2021
Q1 | $2.31M | Buy |
50,040
+4,448
| +10% | +$205K | 0.04% | 253 |
|
|
2020
Q4 | $1.94M | Buy |
45,592
+2,382
| +6% | +$101K | 0.04% | 251 |
|
|
2020
Q3 | $1.56M | Buy |
43,210
+1,416
| +3% | +$51.2K | 0.04% | 277 |
|
|
2020
Q2 | $1.62M | Sell |
41,794
-617
| -1% | -$23.9K | 0.05% | 246 |
|
|
2020
Q1 | $1.89M | Buy |
42,411
+2,173
| +5% | +$96.6K | 0.06% | 217 |
|
|
2019
Q4 | $2.06M | Buy |
40,238
+907
| +2% | +$46.5K | 0.05% | 229 |
|
|
2019
Q3 | $2.11M | Buy |
39,331
+413
| +1% | +$22.2K | 0.06% | 225 |
|
|
2019
Q2 | $2.06M | Buy |
38,918
+1,540
| +4% | +$81.3K | 0.06% | 224 |
|
|
2019
Q1 | $1.86M | Buy |
37,378
+1,651
| +5% | +$82.2K | 0.06% | 228 |
|
|
2018
Q4 | $1.77M | Buy |
35,727
+2,525
| +8% | +$125K | 0.06% | 225 |
|
|
2018
Q3 | $1.59M | Buy |
33,202
+141
| +0.4% | +$6.75K | 0.05% | 245 |
|
|
2018
Q2 | $1.57M | Buy |
33,061
+1,475
| +5% | +$70.2K | 0.05% | 243 |
|
|
2018
Q1 | $1.37M | Buy |
31,586
+282
| +0.9% | +$12.2K | 0.05% | 244 |
|
|
2017
Q4 | $1.39M | Buy |
31,304
+627
| +2% | +$27.9K | 0.05% | 256 |
|
|
2017
Q3 | $1.33M | Buy |
30,677
+435
| +1% | +$18.9K | 0.05% | 254 |
|
|
2017
Q2 | $1.2M | Buy |
30,242
+814
| +3% | +$32.2K | 0.05% | 257 |
|
|
2017
Q1 | $1.12M | Buy |
29,428
+1,341
| +5% | +$50.8K | 0.05% | 258 |
|
|
2016
Q4 | $1.15M | Buy |
28,087
+155
| +0.6% | +$6.32K | 0.05% | 248 |
|
|
2016
Q3 | $966K | Buy |
27,932
+57
| +0.2% | +$1.97K | 0.04% | 260 |
|
|
2016
Q2 | $933K | Buy |
27,875
+338
| +1% | +$11.3K | 0.04% | 256 |
|
|
2016
Q1 | $815K | Hold |
27,537
| – | – | 0.04% | 279 |
|
|
2015
Q4 | $733K | Buy |
27,537
+252
| +0.9% | +$6.71K | 0.03% | 305 |
|
|
2015
Q3 | $711K | Hold |
27,285
| – | – | 0.03% | 290 |
|
|
2015
Q2 | $726K | Hold |
27,285
| – | – | 0.03% | 310 |
|
|
2015
Q1 | $877K | Hold |
27,285
| – | – | 0.04% | 279 |
|
|
2014
Q4 | $844K | Hold |
27,285
| – | – | 0.04% | 278 |
|
|
2014
Q3 | $727K | Hold |
27,285
| – | – | 0.04% | 290 |
|
|
2014
Q2 | $826K | Hold |
27,285
| – | – | 0.04% | 270 |
|
|
2014
Q1 | $840K | Hold |
27,285
| – | – | 0.04% | 265 |
|
|
2013
Q4 | $799K | Hold |
27,285
| – | – | 0.04% | 267 |
|
|
2013
Q3 | $753K | Hold |
27,285
| – | – | 0.04% | 273 |
|
|
2013
Q2 | $775K | Buy |
+27,285
| New | +$775K | 0.04% | 262 |
|