GCA
Gideon Capital Advisors’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-11,964
| Closed | -$587K | – | 352 |
|
|
2019
Q2 | $587K | Sell |
11,964
-3,354
| -22% | -$165K | 0.2% | 161 |
|
|
2019
Q1 | $722K | Sell |
15,318
-45,151
| -75% | -$2.13M | 0.26% | 101 |
|
|
2018
Q4 | $2.56M | Buy |
60,469
+35,335
| +141% | +$1.49M | 1.04% | 8 |
|
|
2018
Q3 | $1.07M | Buy |
25,134
+12,571
| +100% | +$535K | 0.5% | 47 |
|
|
2018
Q2 | $532K | Buy |
+12,563
| New | +$532K | 0.27% | 123 |
|
|
2018
Q1 | – | Sell |
-7,848
| Closed | -$334K | – | 414 |
|
|
2017
Q4 | $334K | Buy |
+7,848
| New | +$334K | 0.29% | 128 |
|
|
2017
Q3 | – | Sell |
-11,733
| Closed | -$471K | – | 329 |
|
|
2017
Q2 | $471K | Buy |
+11,733
| New | +$471K | 0.52% | 51 |
|
|
2016
Q1 | – | Sell |
-6,789
| Closed | -$424K | – | 193 |
|
|
2015
Q4 | $424K | Sell |
6,789
-11,859
| -64% | -$741K | 0.31% | 118 |
|
|
2015
Q3 | $1.09M | Buy |
18,648
+5,470
| +42% | +$320K | 0.64% | 56 |
|
|
2015
Q2 | $761K | Buy |
+13,178
| New | +$761K | 0.31% | 110 |
|
|
2014
Q4 | – | Sell |
-61,358
| Closed | -$3.4M | – | 256 |
|
|
2014
Q3 | $3.4M | Buy |
+61,358
| New | +$3.4M | 1.32% | 12 |
|
|
2014
Q1 | – | Sell |
-5,752
| Closed | -$297K | – | 253 |
|
|
2013
Q4 | $297K | Buy |
+5,752
| New | +$297K | 0.18% | 146 |
|