Ellsworth 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 |
-91,901
| Closed | -$5.58M | – | 190 |
|
|
2024
Q3 | $5.58M | Buy |
91,901
+3,937
| +4% | +$239K | 1.44% | 22 |
|
|
2024
Q2 | $4.48M | Buy |
87,964
+3,974
| +5% | +$202K | 1.25% | 34 |
|
|
2024
Q1 | $4.03M | Buy |
83,990
+6,098
| +8% | +$293K | 1.16% | 38 |
|
|
2023
Q4 | $4M | Buy |
77,892
+1,861
| +2% | +$95.5K | 1.26% | 35 |
|
|
2023
Q3 | $3.76M | Buy |
76,031
+1,432
| +2% | +$70.8K | 1.33% | 31 |
|
|
2023
Q2 | $3.91M | Buy |
74,599
+2,798
| +4% | +$147K | 1.35% | 32 |
|
|
2023
Q1 | $3.83M | Buy |
71,801
+5,746
| +9% | +$307K | 1.35% | 31 |
|
|
2022
Q4 | $3.55M | Buy |
66,055
+1,915
| +3% | +$103K | 1.33% | 33 |
|
|
2022
Q3 | $3.4M | Buy |
64,140
+1,516
| +2% | +$80.3K | 1.46% | 23 |
|
|
2022
Q2 | $3.67M | Buy |
62,624
+1,564
| +3% | +$91.7K | 1.48% | 20 |
|
|
2022
Q1 | $3.98M | Buy |
61,060
+7,831
| +15% | +$510K | 1.4% | 31 |
|
|
2021
Q4 | $3.27M | Buy |
53,229
+10,823
| +26% | +$665K | 1.21% | 36 |
|
|
2021
Q3 | $2.37M | Buy |
42,406
+11,220
| +36% | +$628K | 1.08% | 42 |
|
|
2021
Q2 | $1.74M | Buy |
31,186
+5,227
| +20% | +$291K | 0.85% | 49 |
|
|
2021
Q1 | $1.41M | Buy |
25,959
+5,023
| +24% | +$272K | 0.85% | 48 |
|
|
2020
Q4 | $1.08M | Buy |
20,936
+3,330
| +19% | +$172K | 0.78% | 51 |
|
|
2020
Q3 | $909K | Sell |
17,606
-74
| -0.4% | -$3.82K | 0.91% | 47 |
|
|
2020
Q2 | $846K | Buy |
+17,680
| New | +$846K | 0.93% | 46 |
|