Demars Financial Group’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,339
| Closed | -$232K | – | 74 |
|
|
2023
Q1 | $232K | Sell |
4,339
-31
| -0.7% | -$1.66K | 0.13% | 67 |
|
|
2022
Q4 | $241K | Sell |
4,370
-650
| -13% | -$35.9K | 0.13% | 66 |
|
|
2022
Q3 | $266K | Sell |
5,020
-23
| -0.5% | -$1.22K | 0.16% | 63 |
|
|
2022
Q2 | $296K | Sell |
5,043
-153
| -3% | -$8.98K | 0.17% | 67 |
|
|
2022
Q1 | $325K | Buy |
5,196
+6
| +0.1% | +$375 | 0.16% | 66 |
|
|
2021
Q4 | $319K | Sell |
5,190
-271
| -5% | -$16.7K | 0.17% | 71 |
|
|
2021
Q3 | $306K | Sell |
5,461
-1,726
| -24% | -$96.7K | 0.18% | 72 |
|
|
2021
Q2 | $401K | Sell |
7,187
-296
| -4% | -$16.5K | 0.24% | 66 |
|
|
2021
Q1 | $405K | Sell |
7,483
-16,409
| -69% | -$888K | 0.27% | 61 |
|
|
2020
Q4 | $1.23M | Sell |
23,892
-30,380
| -56% | -$1.57M | 0.87% | 31 |
|
|
2020
Q3 | $2.8M | Buy |
54,272
+947
| +2% | +$48.9K | 2.14% | 13 |
|
|
2020
Q2 | $2.55M | Buy |
53,325
+3,993
| +8% | +$191K | 2.12% | 14 |
|
|
2020
Q1 | $2.38M | Buy |
49,332
+219
| +0.4% | +$10.6K | 2.49% | 14 |
|
|
2019
Q4 | $2.69M | Buy |
+49,113
| New | +$2.69M | 2.43% | 14 |
|