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