BKM 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 | $232K | Hold |
3,838
| – | – | 0.09% | 146 |
|
2025
Q1 | $247K | Buy |
3,838
+130
| +4% | +$8.37K | 0.1% | 138 |
|
2024
Q4 | $219K | Buy |
+3,708
| New | +$219K | 0.09% | 157 |
|
2024
Q2 | – | Sell |
-3,002
| Closed | -$151K | – | 176 |
|
2024
Q1 | $151K | Buy |
3,002
+594
| +25% | +$29.9K | 0.07% | 171 |
|
2023
Q4 | $124K | Buy |
+2,408
| New | +$124K | 0.05% | 185 |
|