Cerro Pacific Wealth Advisors’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 | $242K | Hold |
4,000
| – | – | 0.07% | 149 |
|
|
2025
Q1 | $237K | Hold |
4,000
| – | – | 0.08% | 145 |
|
|
2024
Q4 | $243K | Hold |
4,000
| – | – | 0.08% | 139 |
|
|
2024
Q3 | $204K | Hold |
4,000
| – | – | 0.08% | 146 |
|
|
2024
Q2 | $204K | Buy |
+4,000
| New | +$204K | 0.08% | 147 |
|
|
2023
Q1 | $214K | Hold |
4,000
| – | – | 0.12% | 136 |
|
|
2022
Q4 | $221K | Hold |
4,000
| – | – | 0.12% | 149 |
|
|
2022
Q3 | $212K | Buy |
+4,000
| New | +$212K | 0.13% | 139 |
|