Avantax Planning Partners’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 | $1.57M | Sell |
26,014
-59
| -0.2% | -$3.57K | 0.05% | 151 |
|
2025
Q1 | $1.68M | Sell |
26,073
-3,251
| -11% | -$209K | 0.06% | 142 |
|
2024
Q4 | $1.73M | Hold |
29,324
| – | – | 0.06% | 133 |
|
2024
Q3 | $1.78M | Sell |
29,324
-68
| -0.2% | -$4.13K | 0.06% | 135 |
|
2024
Q2 | $1.5M | Sell |
29,392
-411
| -1% | -$20.9K | 0.05% | 166 |
|
2024
Q1 | $1.5M | Buy |
29,803
+3,471
| +13% | +$175K | 0.05% | 176 |
|
2023
Q4 | $1.35M | Sell |
26,332
-4,929
| -16% | -$253K | 0.05% | 150 |
|
2023
Q3 | $1.51M | Buy |
31,261
+13,006
| +71% | +$630K | 0.06% | 123 |
|
2023
Q2 | $958K | Buy |
18,255
+1,551
| +9% | +$81.4K | 0.04% | 165 |
|
2023
Q1 | $892K | Buy |
16,704
+6
| +0% | +$320 | 0.04% | 179 |
|
2022
Q4 | $922K | Sell |
16,698
-704
| -4% | -$38.9K | 0.04% | 173 |
|
2022
Q3 | $922K | Buy |
17,402
+915
| +6% | +$48.5K | 0.04% | 158 |
|
2022
Q2 | $966K | Buy |
16,487
+2
| +0% | +$117 | 0.04% | 160 |
|
2022
Q1 | $1.03M | Buy |
16,485
+3
| +0% | +$187 | 0.04% | 156 |
|
2021
Q4 | $1.01M | Buy |
16,482
+605
| +4% | +$37.2K | 0.04% | 157 |
|
2021
Q3 | $889K | Buy |
15,877
+824
| +5% | +$46.1K | 0.04% | 151 |
|
2021
Q2 | $839K | Buy |
15,053
+1,179
| +8% | +$65.7K | 0.04% | 149 |
|
2021
Q1 | $751K | Sell |
13,874
-1,578
| -10% | -$85.4K | 0.04% | 156 |
|
2020
Q4 | $796K | Sell |
15,452
-1,660
| -10% | -$85.5K | 0.04% | 143 |
|
2020
Q3 | $884K | Buy |
17,112
+600
| +4% | +$31K | 0.05% | 130 |
|
2020
Q2 | $790K | Hold |
16,512
| – | – | 0.04% | 138 |
|
2020
Q1 | $797K | Sell |
16,512
-646
| -4% | -$31.2K | 0.06% | 116 |
|
2019
Q4 | $939K | Sell |
17,158
-74
| -0.4% | -$4.05K | 0.06% | 113 |
|
2019
Q3 | $929K | Buy |
17,232
+9,973
| +137% | +$538K | 0.06% | 112 |
|
2019
Q2 | $362K | Sell |
7,259
-1,696
| -19% | -$84.6K | 0.02% | 207 |
|
2019
Q1 | $422K | Buy |
8,955
+1,750
| +24% | +$82.5K | 0.03% | 181 |
|
2018
Q4 | $304K | Sell |
7,205
-980
| -12% | -$41.3K | 0.02% | 201 |
|
2018
Q3 | $348K | Buy |
8,185
+556
| +7% | +$23.6K | 0.03% | 179 |
|
2018
Q2 | $323K | Sell |
7,629
-505
| -6% | -$21.4K | 0.03% | 173 |
|
2018
Q1 | $332K | Buy |
8,134
+330
| +4% | +$13.5K | 0.03% | 214 |
|
2017
Q4 | $333K | Sell |
7,804
-1,899
| -20% | -$81K | 0.03% | 216 |
|
2017
Q3 | $403K | Buy |
9,703
+4,306
| +80% | +$179K | 0.03% | 237 |
|
2017
Q2 | $217K | Sell |
5,397
-810
| -13% | -$32.6K | 0.02% | 316 |
|
2017
Q1 | $246K | Buy |
6,207
+1
| +0% | +$40 | 0.02% | 272 |
|
2016
Q4 | $235K | Buy |
+6,206
| New | +$235K | 0.03% | 268 |
|