Concurrent Investment Advisors’s Alliant Energy LNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-23,031	Closed	-$1.4M	–	1078
2024 Q3	$1.4M	Buy	23,031 +4,568	+25%	+$277K	0.04%	390
2024 Q2	$940K	Sell	18,463 -5,652	-23%	-$288K	0.03%	440
2024 Q1	$1.22M	Buy	24,115 +1,886	+8%	+$95.1K	0.05%	341
2023 Q4	$1.14M	Buy	+22,229	New	+$1.14M	0.05%	310