Annex Advisory Services’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
12,327
-56
| -0.5% | -$3.39K | 0.02% | 184 |
|
|
2025
Q1 | $797K | Buy |
12,383
+404
| +3% | +$26K | 0.02% | 181 |
|
|
2024
Q4 | $708K | Buy |
11,979
+1,518
| +15% | +$89.8K | 0.02% | 185 |
|
|
2024
Q3 | $635K | Sell |
10,461
-107
| -1% | -$6.49K | 0.02% | 172 |
|
|
2024
Q2 | $538K | Sell |
10,568
-318
| -3% | -$16.2K | 0.02% | 177 |
|
|
2024
Q1 | $549K | Buy |
10,886
+1,111
| +11% | +$56K | 0.02% | 171 |
|
|
2023
Q4 | $501K | Sell |
9,775
-1,292
| -12% | -$66.3K | 0.02% | 170 |
|
|
2023
Q3 | $536K | Buy |
11,067
+506
| +5% | +$24.5K | 0.03% | 149 |
|
|
2023
Q2 | $554K | Hold |
10,561
| – | – | 0.03% | 139 |
|
|
2023
Q1 | $564K | Sell |
10,561
-100
| -0.9% | -$5.34K | 0.03% | 131 |
|
|
2022
Q4 | $589K | Sell |
10,661
-1
| -0% | -$55 | 0.03% | 138 |
|
|
2022
Q3 | $565K | Buy |
10,662
+12
| +0.1% | +$636 | 0.04% | 140 |
|
|
2022
Q2 | $624K | Buy |
10,650
+497
| +5% | +$29.1K | 0.05% | 144 |
|
|
2022
Q1 | $634K | Sell |
10,153
-398
| -4% | -$24.9K | 0.05% | 140 |
|
|
2021
Q4 | $649K | Buy |
10,551
+34
| +0.3% | +$2.09K | 0.04% | 141 |
|
|
2021
Q3 | $589K | Sell |
10,517
-400
| -4% | -$22.4K | 0.05% | 137 |
|
|
2021
Q2 | $608K | Buy |
10,917
+2,900
| +36% | +$162K | 0.05% | 136 |
|
|
2021
Q1 | $434K | Sell |
8,017
-47
| -0.6% | -$2.54K | 0.04% | 140 |
|
|
2020
Q4 | $416K | Sell |
8,064
-689
| -8% | -$35.5K | 0.04% | 139 |
|
|
2020
Q3 | $452K | Hold |
8,753
| – | – | 0.06% | 89 |
|
|
2020
Q2 | $419K | Hold |
8,753
| – | – | 0.06% | 87 |
|
|
2020
Q1 | $423K | Sell |
8,753
-1,245
| -12% | -$60.2K | 0.06% | 88 |
|
|
2019
Q4 | $547K | Sell |
9,998
-100
| -1% | -$5.47K | 0.07% | 84 |
|
|
2019
Q3 | $545K | Buy |
10,098
+389
| +4% | +$21K | 0.07% | 76 |
|
|
2019
Q2 | $477K | Sell |
9,709
-377
| -4% | -$18.5K | 0.07% | 79 |
|
|
2019
Q1 | $475K | Buy |
10,086
+652
| +7% | +$30.7K | 0.07% | 79 |
|
|
2018
Q4 | $399K | Sell |
9,434
-229
| -2% | -$9.69K | 0.06% | 87 |
|
|
2018
Q3 | $411K | Buy |
9,663
+786
| +9% | +$33.4K | 0.06% | 88 |
|
|
2018
Q2 | $376K | Sell |
8,877
-623
| -7% | -$26.4K | 0.06% | 89 |
|
|
2018
Q1 | $388K | Sell |
9,500
-2
| -0% | -$82 | 0.07% | 90 |
|
|
2017
Q4 | $405K | Sell |
9,502
-4,819
| -34% | -$205K | 0.08% | 79 |
|
|
2017
Q3 | $595K | Sell |
14,321
-664
| -4% | -$27.6K | 0.12% | 70 |
|
|
2017
Q2 | $602K | Buy |
14,985
+216
| +1% | +$8.68K | 0.13% | 69 |
|
|
2017
Q1 | $585K | Sell |
14,769
-385
| -3% | -$15.3K | 0.15% | 68 |
|
|
2016
Q4 | $574K | Buy |
15,154
+833
| +6% | +$31.6K | 0.14% | 64 |
|
|
2016
Q3 | $549K | Sell |
14,321
-55
| -0.4% | -$2.11K | 0.14% | 68 |
|
|
2016
Q2 | $571K | Buy |
14,376
+122
| +0.9% | +$4.85K | 0.15% | 61 |
|
|
2016
Q1 | $529K | Sell |
14,254
-268
| -2% | -$9.95K | 0.15% | 66 |
|
|
2015
Q4 | $453K | Hold |
14,522
| – | – | 0.13% | 74 |
|
|
2015
Q3 | $425K | Sell |
14,522
-300
| -2% | -$8.78K | 0.14% | 73 |
|
|
2015
Q2 | $428K | Hold |
14,822
| – | – | 0.14% | 62 |
|
|
2015
Q1 | $467K | Buy |
14,822
+2,092
| +16% | +$65.9K | 0.15% | 44 |
|
|
2014
Q4 | $423K | Sell |
12,730
-160
| -1% | -$5.32K | 0.13% | 45 |
|
|
2014
Q3 | $357K | Buy |
12,890
+160
| +1% | +$4.43K | 0.12% | 52 |
|
|
2014
Q2 | $387K | Hold |
12,730
| – | – | 0.13% | 48 |
|
|
2014
Q1 | $362K | Sell |
12,730
-688
| -5% | -$19.6K | 0.13% | 50 |
|
|
2013
Q4 | $346K | Sell |
13,418
-350
| -3% | -$9.03K | 0.13% | 57 |
|
|
2013
Q3 | $341K | Buy |
13,768
+520
| +4% | +$12.9K | 0.16% | 64 |
|
|
2013
Q2 | $334K | Buy |
+13,248
| New | +$334K | 0.18% | 69 |
|