AOWM
Alpha Omega Wealth Management’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
54,192
-2,253
| -4% | -$136K | 0.59% | 56 |
|
|
2025
Q1 | $3.63M | Sell |
56,445
-4,270
| -7% | -$275K | 0.69% | 48 |
|
|
2024
Q4 | $3.59M | Sell |
60,715
-1,094
| -2% | -$64.7K | 0.68% | 51 |
|
|
2024
Q3 | $3.75M | Sell |
61,809
-1,561
| -2% | -$94.7K | 0.69% | 49 |
|
|
2024
Q2 | $3.23M | Buy |
63,370
+8,505
| +16% | +$433K | 0.62% | 56 |
|
|
2024
Q1 | $2.77M | Buy |
54,865
+3,523
| +7% | +$178K | 0.51% | 66 |
|
|
2023
Q4 | $2.63M | Sell |
51,342
-960
| -2% | -$49.2K | 0.44% | 67 |
|
|
2023
Q3 | $2.53M | Sell |
52,302
-2,002
| -4% | -$97K | 0.44% | 61 |
|
|
2023
Q2 | $2.85M | Sell |
54,304
-1,695
| -3% | -$89K | 0.48% | 56 |
|
|
2023
Q1 | $2.99M | Sell |
55,999
-1,678
| -3% | -$89.6K | 0.52% | 55 |
|
|
2022
Q4 | $3.18M | Sell |
57,677
-1,335
| -2% | -$73.7K | 0.57% | 54 |
|
|
2022
Q3 | $3.13M | Sell |
59,012
-5,193
| -8% | -$275K | 0.6% | 51 |
|
|
2022
Q2 | $3.76M | Sell |
64,205
-7,729
| -11% | -$453K | 0.67% | 46 |
|
|
2022
Q1 | $4.49M | Sell |
71,934
-2,054
| -3% | -$128K | 0.71% | 39 |
|
|
2021
Q4 | $4.49M | Buy |
73,988
+392
| +0.5% | +$23.8K | 0.69% | 38 |
|
|
2021
Q3 | $4.12M | Sell |
73,596
-2,347
| -3% | -$131K | 0.67% | 41 |
|
|
2021
Q2 | $4.24M | Sell |
75,943
-315
| -0.4% | -$17.6K | 0.7% | 41 |
|
|
2021
Q1 | $4.13M | Buy |
76,258
+5,466
| +8% | +$296K | 0.72% | 41 |
|
|
2020
Q4 | $3.65M | Buy |
70,792
+1,571
| +2% | +$81K | 0.62% | 42 |
|
|
2020
Q3 | $3.58M | Buy |
69,221
+406
| +0.6% | +$21K | 0.5% | 39 |
|
|
2020
Q2 | $3.29M | Sell |
68,815
-1,774
| -3% | -$84.9K | 0.5% | 39 |
|
|
2020
Q1 | $3.41M | Sell |
70,589
-7,348
| -9% | -$355K | 0.63% | 24 |
|
|
2019
Q4 | $4.27M | Buy |
77,937
+302
| +0.4% | +$16.5K | 0.68% | 27 |
|
|
2019
Q3 | $4.01M | Sell |
77,635
-238
| -0.3% | -$12.3K | 0.65% | 29 |
|
|
2019
Q2 | $3.82M | Sell |
77,873
-715
| -0.9% | -$35.1K | 1.62% | 15 |
|
|
2019
Q1 | $3.7M | Sell |
78,588
-2,524
| -3% | -$119K | 1.66% | 15 |
|
|
2018
Q4 | $3.43M | Sell |
81,112
-8,599
| -10% | -$363K | 1.72% | 12 |
|
|
2018
Q3 | $3.82M | Sell |
89,711
-1,248
| -1% | -$53.1K | 1.71% | 23 |
|
|
2018
Q2 | $3.85M | Buy |
90,959
+1,634
| +2% | +$69.1K | 1.89% | 12 |
|
|
2018
Q1 | $3.65M | Buy |
89,325
+3,126
| +4% | +$128K | 1.83% | 13 |
|
|
2017
Q4 | $3.67M | Buy |
86,199
+5,290
| +7% | +$225K | 1.8% | 16 |
|
|
2017
Q3 | $3.36M | Buy |
80,909
+1,798
| +2% | +$74.7K | 1.68% | 19 |
|
|
2017
Q2 | $3.18M | Buy |
79,111
+1,557
| +2% | +$62.5K | 1.63% | 21 |
|
|
2017
Q1 | $3.07M | Sell |
77,554
-2,372
| -3% | -$94K | 1.64% | 17 |
|
|
2016
Q4 | $3.03M | Buy |
79,926
+236
| +0.3% | +$8.94K | 1.6% | 21 |
|
|
2016
Q3 | $3.05M | Sell |
79,690
-1,673
| -2% | -$64.1K | 2.43% | 8 |
|
|
2016
Q2 | $3.23M | Buy |
81,363
+40,608
| +100% | +$1.61M | 2.73% | 4 |
|
|
2016
Q1 | $3.03M | Sell |
40,755
-1,020
| -2% | -$75.8K | 2.52% | 8 |
|
|
2015
Q4 | $2.61M | Buy |
+41,775
| New | +$2.61M | 2.28% | 15 |
|