Great Valley Advisor Group’s Alliant Energy LNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Sell	2,871 -291	-9%	-$20.1K	﹤0.01%	946
2025 Q4	$206K	Buy	3,162 +17	+0.5%	+$1.14K	﹤0.01%	896
2025 Q3	$212K	Buy	+3,145	New	+$203K	﹤0.01%	875
2025 Q2	–	Sell	-5,655	Closed	-$364K	–	924
2025 Q1	$364K	Buy	5,655 +152	+3%	+$9.3K	0.01%	669
2024 Q4	$325K	Sell	5,503 -279	-5%	-$16.9K	0.01%	676
2024 Q3	$351K	Buy	5,782 +430	+8%	+$24.4K	0.01%	645
2024 Q2	$272K	Buy	5,352 +136	+3%	+$6.83K	0.01%	670
2024 Q1	$263K	Buy	5,216 +1,233	+31%	+$60.5K	0.01%	635
2023 Q4	$204K	Buy	+3,983	New	+$199K	0.01%	670
2022 Q3	–	Sell	-3,488	Closed	-$204K	–	697
2022 Q2	$204K	Buy	3,488 +163	+5%	+$9.84K	0.01%	635
2022 Q1	$207K	Sell	3,325 -232	-7%	-$13.8K	0.01%	564
2021 Q4	$215K	Buy	+3,557	New	+$204K	0.01%	562