Zurich Cantonal Bank’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 | $810K | Sell |
10,508
-92
| -0.9% | -$7.09K | ﹤0.01% | 1358 |
|
|
2025
Q1 | $852K | Buy |
10,600
+682
| +7% | +$54.8K | ﹤0.01% | 1258 |
|
|
2024
Q4 | $732K | Buy |
9,918
+1,175
| +13% | +$86.8K | ﹤0.01% | 1404 |
|
|
2024
Q3 | $683K | Buy |
8,743
+334
| +4% | +$26.1K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $737K | Hold |
8,409
| – | – | ﹤0.01% | 1232 |
|
|
2024
Q1 | $727K | Hold |
8,409
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q4 | $715K | Buy |
8,409
+358
| +4% | +$30.4K | ﹤0.01% | 1260 |
|
|
2023
Q3 | $611K | Buy |
8,051
+1,970
| +32% | +$150K | ﹤0.01% | 1271 |
|
|
2023
Q2 | $480K | Hold |
6,081
| – | – | ﹤0.01% | 1377 |
|
|
2023
Q1 | $439K | Hold |
6,081
| – | – | ﹤0.01% | 1372 |
|
|
2022
Q4 | $357K | Buy |
6,081
+246
| +4% | +$14.4K | ﹤0.01% | 1453 |
|
|
2022
Q3 | $359K | Hold |
5,835
| – | – | ﹤0.01% | 1394 |
|
|
2022
Q2 | $392K | Sell |
5,835
-538
| -8% | -$36.1K | ﹤0.01% | 1373 |
|
|
2022
Q1 | $398K | Buy |
6,373
+1,006
| +19% | +$62.8K | ﹤0.01% | 1471 |
|
|
2021
Q4 | $383K | Buy |
5,367
+112
| +2% | +$7.99K | ﹤0.01% | 1652 |
|
|
2021
Q3 | $294K | Buy |
5,255
+947
| +22% | +$53K | ﹤0.01% | 1659 |
|
|
2021
Q2 | $210K | Hold |
4,308
| – | – | ﹤0.01% | 1765 |
|
|
2021
Q1 | $199K | Sell |
4,308
-818
| -16% | -$37.8K | ﹤0.01% | 1782 |
|
|
2020
Q4 | $218K | Buy |
5,126
+80
| +2% | +$3.4K | ﹤0.01% | 1789 |
|
|
2020
Q3 | $183K | Hold |
5,046
| – | – | ﹤0.01% | 1664 |
|
|
2020
Q2 | $196K | Buy |
5,046
+2,111
| +72% | +$82K | ﹤0.01% | 1537 |
|
|
2020
Q1 | $130K | Sell |
2,935
-134
| -4% | -$5.94K | ﹤0.01% | 1449 |
|
|
2019
Q4 | $157K | Buy |
3,069
+134
| +5% | +$6.86K | ﹤0.01% | 1464 |
|
|
2019
Q3 | $158K | Hold |
2,935
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q2 | $155K | Buy |
2,935
+438
| +18% | +$23.1K | ﹤0.01% | 1375 |
|
|
2019
Q1 | $124K | Sell |
2,497
-688
| -22% | -$34.2K | ﹤0.01% | 1447 |
|
|
2018
Q4 | $158K | Buy |
3,185
+692
| +28% | +$34.3K | ﹤0.01% | 1338 |
|
|
2018
Q3 | $119K | Hold |
2,493
| – | – | ﹤0.01% | 1614 |
|
|
2018
Q2 | $119K | Buy |
2,493
+777
| +45% | +$37.1K | ﹤0.01% | 1551 |
|
|
2018
Q1 | $74K | Hold |
1,716
| – | – | ﹤0.01% | 1792 |
|
|
2017
Q4 | $76K | Buy |
1,716
+440
| +34% | +$19.5K | ﹤0.01% | 1755 |
|
|
2017
Q3 | $55K | Hold |
1,276
| – | – | ﹤0.01% | 1742 |
|
|
2017
Q2 | $51K | Buy |
1,276
+249
| +24% | +$9.95K | ﹤0.01% | 1748 |
|
|
2017
Q1 | $39K | Hold |
1,027
| – | – | ﹤0.01% | 1926 |
|
|
2016
Q4 | $42K | Hold |
1,027
| – | – | ﹤0.01% | 1806 |
|
|
2016
Q3 | $36K | Buy |
1,027
+173
| +20% | +$6.06K | ﹤0.01% | 1860 |
|
|
2016
Q2 | $29K | Hold |
854
| – | – | ﹤0.01% | 1828 |
|
|
2016
Q1 | $25K | Hold |
854
| – | – | ﹤0.01% | 1876 |
|
|
2015
Q4 | $23K | Buy |
854
+405
| +90% | +$10.9K | ﹤0.01% | 1951 |
|
|
2015
Q3 | $12K | Buy |
449
+278
| +163% | +$7.43K | ﹤0.01% | 1808 |
|
|
2015
Q2 | $5K | Hold |
171
| – | – | ﹤0.01% | 1931 |
|
|
2015
Q1 | $6K | Buy |
+171
| New | +$6K | ﹤0.01% | 1752 |
|