CWS Financial 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 | $268K | Buy |
4,425
+10
| +0.2% | +$605 | 0.08% | 116 |
|
|
2025
Q1 | $284K | Buy |
4,415
+488
| +12% | +$31.4K | 0.09% | 106 |
|
|
2024
Q4 | $232K | Buy |
3,927
+9
| +0.2% | +$532 | 0.08% | 116 |
|
|
2024
Q3 | $238K | Buy |
+3,918
| New | +$238K | 0.08% | 104 |
|
|
2024
Q1 | – | Sell |
-4,004
| Closed | -$205K | – | 129 |
|
|
2023
Q4 | $205K | Buy |
+4,004
| New | +$205K | 0.08% | 139 |
|
|
2023
Q3 | – | Sell |
-3,984
| Closed | -$209K | – | 176 |
|
|
2023
Q2 | $209K | Buy |
3,984
+10
| +0.3% | +$525 | 0.08% | 142 |
|
|
2023
Q1 | $212K | Buy |
3,974
+183
| +5% | +$9.77K | 0.08% | 135 |
|
|
2022
Q4 | $205K | Sell |
3,791
-46
| -1% | -$2.49K | 0.09% | 137 |
|
|
2022
Q3 | $203K | Buy |
3,837
+8
| +0.2% | +$423 | 0.1% | 131 |
|
|
2022
Q2 | $224K | Buy |
3,829
+7
| +0.2% | +$410 | 0.1% | 130 |
|
|
2022
Q1 | $239K | Buy |
3,822
+9
| +0.2% | +$563 | 0.09% | 138 |
|
|
2021
Q4 | $234K | Buy |
+3,813
| New | +$234K | 0.08% | 139 |
|
|
2021
Q2 | $212K | Buy |
3,799
+8
| +0.2% | +$446 | 0.08% | 141 |
|
|
2021
Q1 | $205K | Buy |
+3,791
| New | +$205K | 0.09% | 137 |
|
|
2020
Q2 | – | Sell |
-4,923
| Closed | -$269K | – | 127 |
|
|
2020
Q1 | $269K | Hold |
4,923
| – | – | 0.2% | 93 |
|
|
2019
Q4 | $269K | Buy |
+4,923
| New | +$269K | 0.2% | 94 |
|