Financial Architects (New Jersey)’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 | $227K | Hold |
4,328
| – | – | 0.03% | 298 |
|
2023
Q1 | $231K | Sell |
4,328
-616
| -12% | -$32.9K | 0.04% | 293 |
|
2022
Q4 | $273K | Sell |
4,944
-159
| -3% | -$8.78K | 0.05% | 277 |
|
2022
Q3 | $270K | Hold |
5,103
| – | – | 0.05% | 263 |
|
2022
Q2 | $299K | Sell |
5,103
-365
| -7% | -$21.4K | 0.38% | 40 |
|
2022
Q1 | $342K | Sell |
5,468
-678
| -11% | -$42.4K | 0.05% | 248 |
|
2021
Q4 | $378K | Buy |
6,146
+43
| +0.7% | +$2.65K | 0.05% | 241 |
|
2021
Q3 | $342K | Buy |
6,103
+1,000
| +20% | +$56K | 0.05% | 245 |
|
2021
Q2 | $285K | Sell |
5,103
-170
| -3% | -$9.49K | 0.04% | 277 |
|
2021
Q1 | $286K | Hold |
5,273
| – | – | 0.04% | 261 |
|
2020
Q4 | $272K | Hold |
5,273
| – | – | 0.05% | 239 |
|
2020
Q3 | $272K | Hold |
5,273
| – | – | 0.06% | 213 |
|
2020
Q2 | $252K | Hold |
5,273
| – | – | 0.06% | 207 |
|
2020
Q1 | $255K | Sell |
5,273
-120
| -2% | -$5.8K | 0.07% | 190 |
|
2019
Q4 | $295K | Hold |
5,393
| – | – | 0.06% | 200 |
|
2019
Q3 | $291K | Sell |
5,393
-75
| -1% | -$4.05K | 0.07% | 195 |
|
2019
Q2 | $268K | Sell |
5,468
-43
| -0.8% | -$2.11K | 0.05% | 209 |
|
2019
Q1 | $260K | Hold |
5,511
| – | – | 0.04% | 242 |
|
2018
Q4 | $233K | Hold |
5,511
| – | – | 0.04% | 240 |
|
2018
Q3 | $235K | Hold |
5,511
| – | – | 0.04% | 255 |
|
2018
Q2 | $233K | Hold |
5,511
| – | – | 0.04% | 257 |
|
2018
Q1 | $225K | Hold |
5,511
| – | – | 0.04% | 269 |
|
2017
Q4 | $235K | Sell |
5,511
-133
| -2% | -$5.67K | 0.04% | 279 |
|
2017
Q3 | $235K | Hold |
5,644
| – | – | 0.04% | 274 |
|
2017
Q2 | $227K | Hold |
5,644
| – | – | 0.04% | 266 |
|
2017
Q1 | $224K | Sell |
5,644
-160
| -3% | -$6.35K | 0.04% | 254 |
|
2016
Q4 | $220K | Sell |
5,804
-156
| -3% | -$5.91K | 0.05% | 236 |
|
2016
Q3 | $228K | Sell |
5,960
-126
| -2% | -$4.82K | 0.06% | 234 |
|
2016
Q2 | $242K | Hold |
6,086
| – | – | 0.07% | 205 |
|
2016
Q1 | $226K | Buy |
+6,086
| New | +$226K | 0.08% | 176 |
|
2015
Q3 | – | Sell |
-6,200
| Closed | -$179K | – | 588 |
|
2015
Q2 | $179K | Buy |
6,200
+6,068
| +4,597% | +$175K | 0.06% | 203 |
|
2015
Q1 | $4K | Hold |
132
| – | – | ﹤0.01% | 893 |
|
2014
Q4 | $4K | Sell |
132
-1,640
| -93% | -$49.7K | ﹤0.01% | 849 |
|
2014
Q3 | $83K | Buy |
1,772
+1,640
| +1,242% | +$76.8K | 0.04% | 249 |
|
2014
Q2 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 785 |
|