Farmers & Merchants Trust Company’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,488
| Closed | -$428K | – | 196 |
|
|
2024
Q1 | $428K | Buy |
8,488
+1,936
| +30% | +$97.6K | 0.11% | 123 |
|
|
2023
Q4 | $336K | Buy |
6,552
+52
| +0.8% | +$2.67K | 0.09% | 134 |
|
|
2023
Q3 | $315K | Hold |
6,500
| – | – | 0.09% | 124 |
|
|
2023
Q2 | $341K | Hold |
6,500
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $347K | Hold |
6,500
| – | – | 0.1% | 128 |
|
|
2022
Q4 | $359K | Sell |
6,500
-500
| -7% | -$27.6K | 0.1% | 121 |
|
|
2022
Q3 | $371K | Hold |
7,000
| – | – | 0.12% | 111 |
|
|
2022
Q2 | $410K | Hold |
7,000
| – | – | 0.13% | 105 |
|
|
2022
Q1 | $437K | Sell |
7,000
-1,100
| -14% | -$68.7K | 0.11% | 110 |
|
|
2021
Q4 | $498K | Hold |
8,100
| – | – | 0.12% | 109 |
|
|
2021
Q3 | $453K | Sell |
8,100
-1,400
| -15% | -$78.3K | 0.12% | 107 |
|
|
2021
Q2 | $530K | Sell |
9,500
-1,000
| -10% | -$55.8K | 0.14% | 95 |
|
|
2021
Q1 | $569K | Hold |
10,500
| – | – | 0.19% | 86 |
|
|
2020
Q4 | $541K | Hold |
10,500
| – | – | 0.2% | 83 |
|
|
2020
Q3 | $542K | Hold |
10,500
| – | – | 0.22% | 81 |
|
|
2020
Q2 | $502K | Hold |
10,500
| – | – | 0.23% | 84 |
|
|
2020
Q1 | $507K | Hold |
10,500
| – | – | 0.27% | 72 |
|
|
2019
Q4 | $575K | Hold |
10,500
| – | – | 0.24% | 79 |
|
|
2019
Q3 | $566K | Hold |
10,500
| – | – | 0.25% | 77 |
|
|
2019
Q2 | $515K | Sell |
10,500
-500
| -5% | -$24.5K | 0.23% | 82 |
|
|
2019
Q1 | $518K | Sell |
11,000
-500
| -4% | -$23.5K | 0.24% | 82 |
|
|
2018
Q4 | $486K | Buy |
+11,500
| New | +$486K | 0.24% | 78 |
|