Carson Wealth (CWM LLC)’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
21,064
-237
| -1% | -$14.3K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $1.37M | Buy |
21,301
+450
| +2% | +$29K | 0.01% | 990 |
|
|
2024
Q4 | $1.23M | Sell |
20,851
-125
| -0.6% | -$7.39K | 0.01% | 970 |
|
|
2024
Q3 | $1.27M | Buy |
20,976
+8
| +0% | +$486 | 0.01% | 892 |
|
|
2024
Q2 | $1.07M | Buy |
20,968
+1,282
| +7% | +$65.2K | 0.01% | 855 |
|
|
2024
Q1 | $992K | Buy |
19,686
+4,300
| +28% | +$217K | ﹤0.01% | 855 |
|
|
2023
Q4 | $789K | Sell |
15,386
-2,406
| -14% | -$123K | ﹤0.01% | 905 |
|
|
2023
Q3 | $862K | Buy |
17,792
+450
| +3% | +$21.8K | 0.01% | 800 |
|
|
2023
Q2 | $910K | Buy |
17,342
+4,407
| +34% | +$231K | 0.01% | 746 |
|
|
2023
Q1 | $691K | Sell |
12,935
-30
| -0.2% | -$1.6K | ﹤0.01% | 783 |
|
|
2022
Q4 | $716K | Buy |
12,965
+6,520
| +101% | +$360K | 0.01% | 702 |
|
|
2022
Q3 | $342K | Buy |
6,445
+255
| +4% | +$13.5K | ﹤0.01% | 861 |
|
|
2022
Q2 | $363K | Buy |
6,190
+1,950
| +46% | +$114K | ﹤0.01% | 823 |
|
|
2022
Q1 | $265K | Buy |
4,240
+708
| +20% | +$44.3K | ﹤0.01% | 930 |
|
|
2021
Q4 | $217K | Buy |
+3,532
| New | +$217K | ﹤0.01% | 994 |
|
|
2021
Q2 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2021
Q1 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2020
Q4 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2020
Q3 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2020
Q1 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2019
Q4 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2019
Q3 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2019
Q2 | $250K | Hold |
4,479
| – | – | ﹤0.01% | 830 |
|
|
2019
Q1 | $250K | Sell |
4,479
-6,181
| -58% | -$345K | ﹤0.01% | 830 |
|
|
2018
Q4 | $450K | Buy |
10,660
+284
| +3% | +$12K | 0.01% | 468 |
|
|
2018
Q3 | $442K | Buy |
10,376
+2,704
| +35% | +$115K | 0.01% | 402 |
|
|
2018
Q2 | $325K | Buy |
7,672
+694
| +10% | +$29.4K | 0.01% | 367 |
|
|
2018
Q1 | $285K | Buy |
6,978
+2,198
| +46% | +$89.8K | 0.01% | 333 |
|
|
2017
Q4 | $204K | Sell |
4,780
-69
| -1% | -$2.95K | 0.01% | 341 |
|
|
2017
Q3 | $202K | Buy |
4,849
+559
| +13% | +$23.3K | 0.01% | 326 |
|
|
2017
Q2 | $172K | Hold |
4,290
| – | – | 0.01% | 320 |
|
|
2017
Q1 | $170K | Hold |
4,290
| – | – | 0.01% | 308 |
|
|
2016
Q4 | $163K | Hold |
4,290
| – | – | 0.01% | 288 |
|
|
2016
Q3 | $164K | Buy |
+4,290
| New | +$164K | 0.01% | 280 |
|