First Foundation Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,314
| Closed | -$238K | – | 407 |
|
|
2022
Q4 | $238K | Buy |
4,314
+100
| +2% | +$5.52K | 0.01% | 341 |
|
|
2022
Q3 | $223K | Buy |
4,214
+462
| +12% | +$24.4K | 0.01% | 333 |
|
|
2022
Q2 | $220K | Sell |
3,752
-1,109
| -23% | -$65K | 0.01% | 363 |
|
|
2022
Q1 | $304K | Sell |
4,861
-1,277
| -21% | -$79.9K | 0.01% | 334 |
|
|
2021
Q4 | $377K | Sell |
6,138
-693
| -10% | -$42.6K | 0.01% | 311 |
|
|
2021
Q3 | $382K | Sell |
6,831
-154
| -2% | -$8.61K | 0.01% | 320 |
|
|
2021
Q2 | $389K | Sell |
6,985
-191
| -3% | -$10.6K | 0.02% | 325 |
|
|
2021
Q1 | $389K | Sell |
7,176
-2,215
| -24% | -$120K | 0.02% | 308 |
|
|
2020
Q4 | $484K | Sell |
9,391
-1,052
| -10% | -$54.2K | 0.02% | 264 |
|
|
2020
Q3 | $539K | Buy |
+10,443
| New | +$539K | 0.03% | 230 |
|