Gilbert & Cook’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,618
| Closed | -$337K | – | 222 |
|
|
2024
Q2 | $337K | Buy |
+6,618
| New | +$337K | 0.05% | 163 |
|
|
2024
Q1 | – | Sell |
-6,097
| Closed | -$313K | – | 230 |
|
|
2023
Q4 | $313K | Buy |
6,097
+323
| +6% | +$16.6K | 0.04% | 183 |
|
|
2023
Q3 | $280K | Hold |
5,774
| – | – | 0.04% | 182 |
|
|
2023
Q2 | $303K | Buy |
5,774
+174
| +3% | +$9.13K | 0.05% | 168 |
|
|
2023
Q1 | $299K | Hold |
5,600
| – | – | 0.05% | 171 |
|
|
2022
Q4 | $309K | Hold |
5,600
| – | – | 0.06% | 164 |
|
|
2022
Q3 | $292K | Hold |
5,600
| – | – | 0.06% | 162 |
|
|
2022
Q2 | $328K | Hold |
5,600
| – | – | 0.06% | 148 |
|
|
2022
Q1 | $350K | Hold |
5,600
| – | – | 0.06% | 156 |
|
|
2021
Q4 | $344K | Sell |
5,600
-1,682
| -23% | -$103K | 0.06% | 164 |
|
|
2021
Q3 | $408K | Sell |
7,282
-126
| -2% | -$7.06K | 0.07% | 131 |
|
|
2021
Q2 | $413K | Hold |
7,408
| – | – | 0.07% | 125 |
|
|
2021
Q1 | $401K | Sell |
7,408
-664
| -8% | -$35.9K | 0.08% | 116 |
|
|
2020
Q4 | $375K | Hold |
8,072
| – | – | 0.08% | 104 |
|
|
2020
Q3 | $417K | Hold |
8,072
| – | – | 0.1% | 74 |
|
|
2020
Q2 | $386K | Hold |
8,072
| – | – | 0.1% | 76 |
|
|
2020
Q1 | $390K | Hold |
8,072
| – | – | 0.11% | 65 |
|
|
2019
Q4 | $442K | Sell |
8,072
-1,915
| -19% | -$105K | 0.11% | 67 |
|
|
2019
Q3 | $539K | Hold |
9,987
| – | – | 0.15% | 53 |
|
|
2019
Q2 | $490K | Hold |
9,987
| – | – | 0.14% | 55 |
|
|
2019
Q1 | $471K | Hold |
9,987
| – | – | 0.14% | 54 |
|
|
2018
Q4 | $422K | Hold |
9,987
| – | – | 0.15% | 56 |
|
|
2018
Q3 | $425K | Hold |
9,987
| – | – | 0.13% | 56 |
|
|
2018
Q2 | $423K | Hold |
9,987
| – | – | 0.14% | 52 |
|
|
2018
Q1 | $408K | Hold |
9,987
| – | – | 0.14% | 49 |
|
|
2017
Q4 | $426K | Buy |
+9,987
| New | +$426K | 0.15% | 45 |
|