FPIS
Financial Planning & Information Services’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,165
| Closed | -$613K | – | 88 |
|
|
2024
Q1 | $613K | Hold |
12,165
| – | – | 0.09% | 54 |
|
|
2023
Q4 | $624K | Hold |
12,165
| – | – | 0.1% | 54 |
|
|
2023
Q3 | $589K | Hold |
12,165
| – | – | 0.11% | 56 |
|
|
2023
Q2 | $638K | Hold |
12,165
| – | – | 0.12% | 55 |
|
|
2023
Q1 | $650K | Sell |
12,165
-200
| -2% | -$10.7K | 0.13% | 55 |
|
|
2022
Q4 | $683K | Buy |
12,365
+200
| +2% | +$11K | 0.14% | 53 |
|
|
2022
Q3 | $645K | Hold |
12,165
| – | – | 0.16% | 48 |
|
|
2022
Q2 | $713K | Hold |
12,165
| – | – | 0.17% | 47 |
|
|
2022
Q1 | $760K | Sell |
12,165
-4,800
| -28% | -$300K | 0.17% | 46 |
|
|
2021
Q4 | $1.04M | Hold |
16,965
| – | – | 0.26% | 44 |
|
|
2021
Q3 | $950K | Hold |
16,965
| – | – | 0.26% | 43 |
|
|
2021
Q2 | $946K | Hold |
16,965
| – | – | 0.28% | 38 |
|
|
2021
Q1 | $919K | Sell |
16,965
-445
| -3% | -$24.1K | 0.28% | 38 |
|
|
2020
Q4 | $897K | Hold |
17,410
| – | – | 0.3% | 37 |
|
|
2020
Q3 | $899K | Buy |
17,410
+4,598
| +36% | +$237K | 0.35% | 34 |
|
|
2020
Q2 | $613K | Hold |
12,812
| – | – | 0.26% | 36 |
|
|
2020
Q1 | $619K | Hold |
12,812
| – | – | 0.32% | 36 |
|
|
2019
Q4 | $701K | Sell |
12,812
-133
| -1% | -$7.28K | 0.28% | 35 |
|
|
2019
Q3 | $698K | Hold |
12,945
| – | – | 0.3% | 35 |
|
|
2019
Q2 | $635K | Buy |
12,945
+584
| +5% | +$28.6K | 0.28% | 35 |
|
|
2019
Q1 | $583K | Buy |
12,361
+621
| +5% | +$29.3K | 0.26% | 35 |
|
|
2018
Q4 | $496K | Hold |
11,740
| – | – | 0.25% | 34 |
|
|
2018
Q3 | $500K | Hold |
11,740
| – | – | 0.19% | 36 |
|
|
2018
Q2 | $497K | Hold |
11,740
| – | – | 0.19% | 33 |
|
|
2018
Q1 | $480K | Hold |
11,740
| – | – | 0.17% | 32 |
|
|
2017
Q4 | $500K | Sell |
11,740
-300
| -2% | -$12.8K | 0.17% | 26 |
|
|
2017
Q3 | $501K | Hold |
12,040
| – | – | 0.18% | 27 |
|
|
2017
Q2 | $484K | Hold |
12,040
| – | – | 0.17% | 26 |
|
|
2017
Q1 | $477K | Hold |
12,040
| – | – | 0.18% | 26 |
|
|
2016
Q4 | $456K | Hold |
12,040
| – | – | 0.18% | 26 |
|
|
2016
Q3 | $461K | Hold |
12,040
| – | – | 0.19% | 26 |
|
|
2016
Q2 | $478K | Buy |
12,040
+6,020
| +100% | +$239K | 0.22% | 26 |
|
|
2016
Q1 | $447K | Hold |
6,020
| – | – | 0.23% | 25 |
|
|
2015
Q4 | $376K | Buy |
6,020
+250
| +4% | +$15.6K | 0.21% | 26 |
|
|
2015
Q3 | $337K | Hold |
5,770
| – | – | 0.21% | 27 |
|
|
2015
Q2 | $333K | Hold |
5,770
| – | – | 0.2% | 26 |
|
|
2015
Q1 | $364K | Hold |
5,770
| – | – | 0.23% | 25 |
|
|
2014
Q4 | $320K | Hold |
5,770
| – | – | 0.22% | 26 |
|
|
2014
Q3 | $320K | Hold |
5,770
| – | – | 0.22% | 26 |
|
|
2014
Q2 | $351K | Hold |
5,770
| – | – | 0.24% | 25 |
|
|
2014
Q1 | $328K | Buy |
5,770
+40
| +0.7% | +$2.27K | 0.23% | 25 |
|
|
2013
Q4 | $296K | Buy |
+5,730
| New | +$296K | 0.21% | 25 |
|