Clearstead 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 | $92.8K | Sell |
1,534
-282
| -16% | -$17.1K | ﹤0.01% | 1083 |
|
2025
Q1 | $117K | Sell |
1,816
-130
| -7% | -$8.37K | ﹤0.01% | 948 |
|
2024
Q4 | $115K | Buy |
1,946
+750
| +63% | +$44.4K | ﹤0.01% | 984 |
|
2024
Q3 | $72.6K | Buy |
1,196
+673
| +129% | +$40.8K | ﹤0.01% | 1111 |
|
2024
Q2 | $26.6K | Hold |
523
| – | – | ﹤0.01% | 1298 |
|
2024
Q1 | $26.9K | Hold |
523
| – | – | ﹤0.01% | 892 |
|
2023
Q4 | $26.8K | Sell |
523
-3,602
| -87% | -$185K | ﹤0.01% | 887 |
|
2023
Q3 | $200K | Buy |
4,125
+3,602
| +689% | +$175K | 0.01% | 570 |
|
2023
Q2 | $27.4K | Hold |
523
| – | – | ﹤0.01% | 845 |
|
2023
Q1 | $27.9K | Hold |
523
| – | – | ﹤0.01% | 787 |
|
2022
Q4 | $28.9K | Hold |
523
| – | – | ﹤0.01% | 728 |
|
2022
Q3 | $28K | Sell |
523
-2,942
| -85% | -$158K | ﹤0.01% | 708 |
|
2022
Q2 | $203K | Buy |
3,465
+21
| +0.6% | +$1.23K | 0.02% | 372 |
|
2022
Q1 | $215K | Buy |
3,444
+22
| +0.6% | +$1.37K | 0.01% | 393 |
|
2021
Q4 | $210K | Sell |
3,422
-42
| -1% | -$2.58K | 0.01% | 380 |
|
2021
Q3 | $194K | Buy |
3,464
+45
| +1% | +$2.52K | 0.01% | 373 |
|
2021
Q2 | $191K | Buy |
3,419
+11
| +0.3% | +$615 | 0.01% | 351 |
|
2021
Q1 | $185K | Buy |
3,408
+24
| +0.7% | +$1.3K | 0.02% | 344 |
|
2020
Q4 | $174K | Buy |
3,384
+2,816
| +496% | +$145K | 0.02% | 340 |
|
2020
Q3 | $29K | Hold |
568
| – | – | ﹤0.01% | 546 |
|
2020
Q2 | $27K | Hold |
568
| – | – | ﹤0.01% | 501 |
|
2020
Q1 | $27K | Buy |
+568
| New | +$27K | ﹤0.01% | 475 |
|