DWM
Dogwood Wealth Management’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
6,873
-4,132
| -38% | -$253K | 0.21% | 76 |
|
|
2025
Q1 | $708K | Buy |
11,005
+1,103
| +11% | +$71K | 0.37% | 62 |
|
|
2024
Q4 | $586K | Buy |
9,902
+927
| +10% | +$54.8K | 0.31% | 69 |
|
|
2024
Q3 | $545K | Buy |
8,975
+5,107
| +132% | +$310K | 0.31% | 54 |
|
|
2024
Q2 | $197K | Buy |
3,868
+1,806
| +88% | +$91.9K | 0.12% | 80 |
|
|
2024
Q1 | $104K | Buy |
2,062
+542
| +36% | +$27.3K | 0.07% | 106 |
|
|
2023
Q4 | $78K | Buy |
+1,520
| New | +$78K | 0.06% | 112 |
|