Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.2K | Sell |
1,475
-1,042
| -41% | -$63K | ﹤0.01% | 1296 |
|
|
2025
Q1 | $162K | Buy |
2,517
+1,500
| +147% | +$96.5K | ﹤0.01% | 1325 |
|
|
2024
Q4 | $60.1K | Sell |
1,017
-224
| -18% | -$13.2K | ﹤0.01% | 1248 |
|
|
2024
Q3 | $75.3K | Sell |
1,241
-203
| -14% | -$12.3K | ﹤0.01% | 1050 |
|
|
2024
Q2 | $73.5K | Buy |
1,444
+199
| +16% | +$10.1K | ﹤0.01% | 953 |
|
|
2024
Q1 | $62.7K | Buy |
1,245
+5
| +0.4% | +$252 | ﹤0.01% | 990 |
|
|
2023
Q4 | $63.6K | Buy |
1,240
+2
| +0.2% | +$103 | ﹤0.01% | 988 |
|
|
2023
Q3 | $60K | Buy |
1,238
+500
| +68% | +$24.2K | ﹤0.01% | 1031 |
|
|
2023
Q2 | $38.7K | Hold |
738
| – | – | ﹤0.01% | 1155 |
|
|
2023
Q1 | $39.4K | Sell |
738
-603
| -45% | -$32.2K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $74K | Hold |
1,341
| – | – | ﹤0.01% | 913 |
|
|
2022
Q3 | $71K | Sell |
1,341
-2,444
| -65% | -$129K | ﹤0.01% | 912 |
|
|
2022
Q2 | $227K | Hold |
3,785
| – | – | 0.01% | 707 |
|
|
2022
Q1 | $236K | Hold |
3,785
| – | – | 0.01% | 740 |
|
|
2021
Q4 | $232K | Sell |
3,785
-682
| -15% | -$41.8K | 0.01% | 801 |
|
|
2021
Q3 | $249K | Hold |
4,467
| – | – | 0.01% | 773 |
|
|
2021
Q2 | $252K | Sell |
4,467
-2,168
| -33% | -$122K | 0.01% | 757 |
|
|
2021
Q1 | $372K | Sell |
6,635
-4,613
| -41% | -$259K | 0.01% | 719 |
|
|
2020
Q4 | $262K | Buy |
11,248
+6,391
| +132% | +$149K | 0.01% | 738 |
|
|
2020
Q3 | $249K | Hold |
4,857
| – | – | 0.01% | 612 |
|
|
2020
Q2 | $228K | Hold |
4,857
| – | – | 0.01% | 631 |
|
|
2020
Q1 | $231K | Sell |
4,857
-1,906
| -28% | -$90.7K | 0.02% | 566 |
|
|
2019
Q4 | $367K | Hold |
6,763
| – | – | 0.02% | 510 |
|
|
2019
Q3 | $365K | Sell |
6,763
-1,411
| -17% | -$76.2K | 0.02% | 480 |
|
|
2019
Q2 | $401K | Sell |
8,174
-2,234
| -21% | -$110K | 0.02% | 472 |
|
|
2019
Q1 | $490K | Hold |
10,408
| – | – | 0.03% | 404 |
|
|
2018
Q4 | $437K | Hold |
10,408
| – | – | 0.03% | 404 |
|
|
2018
Q3 | $443K | Hold |
10,408
| – | – | 0.03% | 414 |
|
|
2018
Q2 | $440K | Sell |
10,408
-4,354
| -29% | -$184K | 0.03% | 346 |
|
|
2018
Q1 | $603K | Buy |
14,762
+2,821
| +24% | +$115K | 0.05% | 275 |
|
|
2017
Q4 | $508K | Hold |
11,941
| – | – | 0.05% | 313 |
|
|
2017
Q3 | $496K | Buy |
11,941
+555
| +5% | +$23.1K | 0.05% | 302 |
|
|
2017
Q2 | $457K | Sell |
11,386
-48
| -0.4% | -$1.93K | 0.05% | 311 |
|
|
2017
Q1 | $452K | Sell |
11,434
-56
| -0.5% | -$2.21K | 0.05% | 297 |
|
|
2016
Q4 | $435K | Hold |
11,490
| – | – | 0.06% | 277 |
|
|
2016
Q3 | $440K | Buy |
11,490
+56
| +0.5% | +$2.14K | 0.06% | 268 |
|
|
2016
Q2 | $461K | Hold |
11,434
| – | – | 0.07% | 259 |
|
|
2016
Q1 | $428K | Buy |
+11,434
| New | +$428K | 0.07% | 260 |
|