Bartlett & Co Wealth Management’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 | $29.9K | Buy |
494
+222
| +82% | +$13.4K | ﹤0.01% | 748 |
|
2025
Q1 | $17.5K | Sell |
272
-27
| -9% | -$1.74K | ﹤0.01% | 834 |
|
2024
Q4 | $17.7K | Hold |
299
| – | – | ﹤0.01% | 824 |
|
2024
Q3 | $18.1K | Hold |
299
| – | – | ﹤0.01% | 830 |
|
2024
Q2 | $15.2K | Hold |
299
| – | – | ﹤0.01% | 857 |
|
2024
Q1 | $15.1K | Hold |
299
| – | – | ﹤0.01% | 862 |
|
2023
Q4 | $15.3K | Hold |
299
| – | – | ﹤0.01% | 929 |
|
2023
Q3 | $14.5K | Buy |
299
+27
| +10% | +$1.31K | ﹤0.01% | 876 |
|
2023
Q2 | $14.3K | Hold |
272
| – | – | ﹤0.01% | 872 |
|
2023
Q1 | $14.5K | Hold |
272
| – | – | ﹤0.01% | 767 |
|
2022
Q4 | $15K | Hold |
272
| – | – | ﹤0.01% | 771 |
|
2022
Q3 | $14.4K | Hold |
272
| – | – | ﹤0.01% | 765 |
|
2022
Q2 | $15.9K | Hold |
272
| – | – | ﹤0.01% | 778 |
|
2022
Q1 | $17K | Buy |
+272
| New | +$17K | ﹤0.01% | 750 |
|
2021
Q4 | – | Sell |
-326
| Closed | -$18.2K | – | 677 |
|
2021
Q3 | $18.2K | Buy |
326
+40
| +14% | +$2.24K | ﹤0.01% | 643 |
|
2021
Q2 | $15.9K | Hold |
286
| – | – | ﹤0.01% | 647 |
|
2021
Q1 | $15.5K | Sell |
286
-44
| -13% | -$2.38K | ﹤0.01% | 690 |
|
2020
Q4 | $17K | Buy |
330
+44
| +15% | +$2.27K | ﹤0.01% | 683 |
|
2020
Q3 | $14.8K | Hold |
286
| – | – | ﹤0.01% | 650 |
|
2020
Q2 | $13.7K | Hold |
286
| – | – | ﹤0.01% | 650 |
|
2020
Q1 | $13.8K | Hold |
286
| – | – | ﹤0.01% | 620 |
|
2019
Q4 | $15.7K | Hold |
286
| – | – | ﹤0.01% | 681 |
|
2019
Q3 | $15.4K | Hold |
286
| – | – | ﹤0.01% | 692 |
|
2019
Q2 | $14K | Hold |
286
| – | – | ﹤0.01% | 562 |
|
2019
Q1 | $13.5K | Hold |
286
| – | – | ﹤0.01% | 555 |
|
2018
Q4 | $12.1K | Hold |
286
| – | – | ﹤0.01% | 565 |
|
2018
Q3 | $12.2K | Hold |
286
| – | – | ﹤0.01% | 587 |
|
2018
Q2 | $12.1K | Hold |
286
| – | – | ﹤0.01% | 584 |
|
2018
Q1 | $11.7K | Buy |
+286
| New | +$11.7K | ﹤0.01% | 595 |
|