Focused Wealth Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-287
| Closed | -$14.7K | – | 581 |
|
2023
Q4 | $14.7K | Hold |
287
| – | – | ﹤0.01% | 478 |
|
2023
Q3 | $13.9K | Hold |
287
| – | – | ﹤0.01% | 470 |
|
2023
Q2 | $15.1K | Sell |
287
-975
| -77% | -$51.2K | ﹤0.01% | 466 |
|
2023
Q1 | $67.4K | Buy |
1,262
+975
| +340% | +$52.1K | 0.01% | 266 |
|
2022
Q4 | $15.8K | Hold |
287
| – | – | ﹤0.01% | 455 |
|
2022
Q3 | $15K | Hold |
287
| – | – | ﹤0.01% | 436 |
|
2022
Q2 | $17K | Hold |
287
| – | – | ﹤0.01% | 421 |
|
2022
Q1 | $18K | Hold |
287
| – | – | ﹤0.01% | 449 |
|
2021
Q4 | $18K | Hold |
287
| – | – | ﹤0.01% | 487 |
|
2021
Q3 | $16K | Hold |
287
| – | – | ﹤0.01% | 517 |
|
2021
Q2 | $16K | Hold |
287
| – | – | ﹤0.01% | 519 |
|
2021
Q1 | $16K | Hold |
287
| – | – | ﹤0.01% | 507 |
|
2020
Q4 | $15K | Sell |
287
-95
| -25% | -$4.97K | ﹤0.01% | 483 |
|
2020
Q3 | $20K | Hold |
382
| – | – | ﹤0.01% | 414 |
|
2020
Q2 | $18K | Hold |
382
| – | – | ﹤0.01% | 412 |
|
2020
Q1 | $18K | Hold |
382
| – | – | 0.01% | 386 |
|
2019
Q4 | $21K | Hold |
382
| – | – | 0.01% | 395 |
|
2019
Q3 | $21K | Sell |
382
-68
| -15% | -$3.74K | 0.01% | 382 |
|
2019
Q2 | $22K | Buy |
+450
| New | +$22K | 0.01% | 396 |
|
2018
Q2 | – | Sell |
-625
| Closed | -$26K | – | 683 |
|
2018
Q1 | $26K | Hold |
625
| – | – | 0.01% | 354 |
|
2017
Q4 | $27K | Hold |
625
| – | – | 0.01% | 351 |
|
2017
Q3 | $26K | Hold |
625
| – | – | 0.01% | 311 |
|
2017
Q2 | $25K | Sell |
625
-70
| -10% | -$2.8K | 0.01% | 355 |
|
2017
Q1 | $28K | Hold |
695
| – | – | 0.01% | 339 |
|
2016
Q4 | $26K | Hold |
695
| – | – | 0.01% | 345 |
|
2016
Q3 | $27K | Hold |
695
| – | – | 0.01% | 333 |
|
2016
Q2 | $28K | Sell |
695
-347
| -33% | -$14K | 0.01% | 309 |
|
2016
Q1 | $39K | Hold |
1,042
| – | – | 0.02% | 222 |
|
2015
Q4 | $33K | Hold |
1,042
| – | – | 0.02% | 259 |
|
2015
Q3 | $30K | Hold |
1,042
| – | – | 0.02% | 245 |
|
2015
Q2 | $30K | Hold |
1,042
| – | – | 0.02% | 261 |
|
2015
Q1 | $33K | Hold |
1,042
| – | – | 0.02% | 245 |
|
2014
Q4 | $35K | Buy |
1,042
+976
| +1,479% | +$32.8K | 0.02% | 231 |
|
2014
Q3 | $2K | Sell |
66
-134
| -67% | -$4.06K | ﹤0.01% | 584 |
|
2014
Q2 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 487 |
|