Caldwell Trust’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94K | Hold |
1,555
|
|
||||
|
2025
Q1 | $100K | Sell |
1,555
-50
|
|
||||
|
2024
Q4 | $94.9K | Hold |
1,605
|
|
||||
|
2024
Q3 | $97.4K | Sell |
1,605
-180
|
|
||||
|
2024
Q2 | $90.9K | Sell |
1,785
-539
|
|
||||
|
2024
Q1 | $117K | Buy |
2,324
+239
|
|
||||
|
2023
Q4 | $107K | Hold |
2,085
|
|
||||
|
2023
Q3 | $101K | Sell |
2,085
-130
|
|
||||
|
2023
Q2 | $116K | Hold |
2,215
|
|
||||
|
2023
Q1 | $118K | Buy |
2,215
+1,515
|
|
||||
|
2022
Q4 | $38.6K | Hold |
700
|
|
||||
|
2022
Q3 | $37.1K | Hold |
700
|
|
||||
|
2022
Q2 | $41K | Buy |
700
+200
|
|
||||
|
2022
Q1 | $31.2K | Hold |
500
|
|
||||
|
2021
Q4 | $30.7K | Hold |
500
|
|
||||
|
2021
Q3 | $28K | Hold |
500
|
|
||||
|
2021
Q2 | $27.9K | Hold |
500
|
|
||||
|
2021
Q1 | $27.1K | Hold |
500
|
|
||||
|
2020
Q4 | $25.8K | Sell |
500
-100
|
|
||||
|
2020
Q3 | $31K | Hold |
600
|
|
||||
|
2020
Q2 | $28.7K | Hold |
600
|
|
||||
|
2020
Q1 | $29K | Sell |
600
-100
|
|
||||
|
2019
Q4 | $38.3K | Buy |
+700
|
|