AssetMark Inc’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 | $769K | Buy |
12,710
+7,005
| +123% | +$424K | ﹤0.01% | 976 |
|
2025
Q1 | $367K | Buy |
5,705
+81
| +1% | +$5.21K | ﹤0.01% | 1040 |
|
2024
Q4 | $333K | Buy |
5,624
+104
| +2% | +$6.15K | ﹤0.01% | 1016 |
|
2024
Q3 | $335K | Buy |
5,520
+99
| +2% | +$6.01K | ﹤0.01% | 942 |
|
2024
Q2 | $276K | Hold |
5,421
| – | – | ﹤0.01% | 948 |
|
2024
Q1 | $273K | Sell |
5,421
-31
| -0.6% | -$1.56K | ﹤0.01% | 909 |
|
2023
Q4 | $280K | Buy |
5,452
+31
| +0.6% | +$1.59K | ﹤0.01% | 865 |
|
2023
Q3 | $263K | Hold |
5,421
| – | – | ﹤0.01% | 830 |
|
2023
Q2 | $284K | Sell |
5,421
-265
| -5% | -$13.9K | ﹤0.01% | 793 |
|
2023
Q1 | $304K | Buy |
5,686
+265
| +5% | +$14.2K | ﹤0.01% | 775 |
|
2022
Q4 | $299K | Buy |
5,421
+415
| +8% | +$22.9K | ﹤0.01% | 772 |
|
2022
Q3 | $265K | Sell |
5,006
-15
| -0.3% | -$794 | ﹤0.01% | 737 |
|
2022
Q2 | $294K | Buy |
5,021
+15
| +0.3% | +$878 | ﹤0.01% | 697 |
|
2022
Q1 | $313K | Hold |
5,006
| – | – | ﹤0.01% | 685 |
|
2021
Q4 | $308K | Buy |
5,006
+4,654
| +1,322% | +$286K | ﹤0.01% | 625 |
|
2021
Q3 | $20K | Hold |
352
| – | – | ﹤0.01% | 937 |
|
2021
Q2 | $20K | Buy |
+352
| New | +$20K | ﹤0.01% | 904 |
|
2020
Q2 | – | Sell |
-19,165
| Closed | -$925K | – | 1373 |
|
2020
Q1 | $925K | Buy |
19,165
+19,162
| +638,733% | +$925K | 0.01% | 324 |
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1441 |
|
2018
Q3 | – | Sell |
-51
| Closed | -$2K | – | 1439 |
|
2018
Q2 | $2K | Hold |
51
| – | – | ﹤0.01% | 1272 |
|
2018
Q1 | $2K | Sell |
51
-564
| -92% | -$22.1K | ﹤0.01% | 1274 |
|
2017
Q4 | $26K | Buy |
615
+415
| +208% | +$17.5K | ﹤0.01% | 955 |
|
2017
Q3 | $8K | Buy |
200
+87
| +77% | +$3.48K | ﹤0.01% | 1069 |
|
2017
Q2 | $5K | Buy |
113
+63
| +126% | +$2.79K | ﹤0.01% | 1109 |
|
2017
Q1 | $2K | Buy |
50
+1
| +2% | +$40 | ﹤0.01% | 1145 |
|
2016
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 1146 |
|
2016
Q3 | $2K | Sell |
49
-78
| -61% | -$3.18K | ﹤0.01% | 1127 |
|
2016
Q2 | $5K | Buy |
127
+79
| +165% | +$3.11K | ﹤0.01% | 1023 |
|
2016
Q1 | $2K | Buy |
48
+18
| +60% | +$750 | ﹤0.01% | 1070 |
|
2015
Q4 | $1K | Buy |
30
+24
| +400% | +$800 | ﹤0.01% | 1223 |
|
2015
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 802 |
|