Focused Wealth Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-287
| Closed | -$14.7K | – | 619 |
|
|
2023
Q4 | $14.7K | Hold |
287
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $13.9K | Hold |
287
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $15.1K | Sell |
287
-975
| -77% | -$52.2K | ﹤0.01% | 474 |
|
|
2023
Q1 | $67.4K | Buy |
1,262
+975
| +340% | +$51.9K | 0.01% | 266 |
|
|
2022
Q4 | $15.8K | Hold |
287
| – | – | ﹤0.01% | 463 |
|
|
2022
Q3 | $15K | Hold |
287
| – | – | ﹤0.01% | 441 |
|
|
2022
Q2 | $17K | Hold |
287
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $18K | Hold |
287
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $18K | Hold |
287
| – | – | ﹤0.01% | 501 |
|
|
2021
Q3 | $16K | Hold |
287
| – | – | ﹤0.01% | 540 |
|
|
2021
Q2 | $16K | Hold |
287
| – | – | ﹤0.01% | 542 |
|
|
2021
Q1 | $16K | Hold |
287
| – | – | ﹤0.01% | 538 |
|
|
2020
Q4 | $15K | Sell |
287
-95
| -25% | -$5.11K | ﹤0.01% | 510 |
|
|
2020
Q3 | $20K | Hold |
382
| – | – | ﹤0.01% | 421 |
|
|
2020
Q2 | $18K | Hold |
382
| – | – | ﹤0.01% | 423 |
|
|
2020
Q1 | $18K | Hold |
382
| – | – | 0.01% | 392 |
|
|
2019
Q4 | $21K | Hold |
382
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $21K | Sell |
382
-68
| -15% | -$3.49K | 0.01% | 385 |
|
|
2019
Q2 | $22K | Buy |
+450
| New | +$21.5K | 0.01% | 405 |
|
|
2018
Q2 | – | Sell |
-625
| Closed | -$26K | – | 712 |
|
|
2018
Q1 | $26K | Hold |
625
| – | – | 0.01% | 357 |
|
|
2017
Q4 | $27K | Hold |
625
| – | – | 0.01% | 353 |
|
|
2017
Q3 | $26K | Hold |
625
| – | – | 0.01% | 313 |
|
|
2017
Q2 | $25K | Sell |
625
-70
| -10% | -$2.83K | 0.01% | 357 |
|
|
2017
Q1 | $28K | Hold |
695
| – | – | 0.01% | 342 |
|
|
2016
Q4 | $26K | Hold |
695
| – | – | 0.01% | 345 |
|
|
2016
Q3 | $27K | Hold |
695
| – | – | 0.01% | 333 |
|
|
2016
Q2 | $28K | Sell |
695
-347
| -33% | -$12.9K | 0.01% | 310 |
|
|
2016
Q1 | $39K | Hold |
1,042
| – | – | 0.02% | 223 |
|
|
2015
Q4 | $33K | Hold |
1,042
| – | – | 0.02% | 261 |
|
|
2015
Q3 | $30K | Hold |
1,042
| – | – | 0.02% | 249 |
|
|
2015
Q2 | $30K | Hold |
1,042
| – | – | 0.02% | 262 |
|
|
2015
Q1 | $33K | Hold |
1,042
| – | – | 0.02% | 249 |
|
|
2014
Q4 | $35K | Buy |
1,042
+976
| +1,479% | +$30.2K | 0.02% | 233 |
|
|
2014
Q3 | $2K | Sell |
66
-134
| -67% | -$3.87K | ﹤0.01% | 595 |
|
|
2014
Q2 | $6K | Buy |
+200
| New | +$5.79K | ﹤0.01% | 491 |
|
Other funds holding LNT
Focused Wealth Management's LNT Position: Q1 2024 in Review
Focused Wealth Management sold out of Alliant Energy (LNT) in Q1 2024, closing a stake of 287 shares — an estimated $14.7K sold.
Focused Wealth Management first reported a position in LNT in Q2 2014 and held it in 35 quarters. The position peaked at $67.4K in Q1 2023. 632 funds tracked by Wall St. Rank hold LNT as of Q1 2024.
- Focused Wealth Management reported no remaining Alliant Energy position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 287 Alliant Energy shares in Q1 2024, an estimated $14.7K.
- Focused Wealth Management first reported a position in Alliant Energy in Q2 2014 and held it in 35 quarters.
- Focused Wealth Management's Alliant Energy position peaked at $67.4K in Q1 2023.
- 632 funds tracked by Wall St. Rank held Alliant Energy as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.