Great Valley Advisor Group’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 | – | Sell |
-5,655
| Closed | -$364K | – | 924 |
|
|
2025
Q1 | $364K | Buy |
5,655
+152
| +3% | +$9.78K | 0.01% | 669 |
|
|
2024
Q4 | $325K | Sell |
5,503
-279
| -5% | -$16.5K | 0.01% | 676 |
|
|
2024
Q3 | $351K | Buy |
5,782
+430
| +8% | +$26.1K | 0.01% | 645 |
|
|
2024
Q2 | $272K | Buy |
5,352
+136
| +3% | +$6.91K | 0.01% | 670 |
|
|
2024
Q1 | $263K | Buy |
5,216
+1,233
| +31% | +$62.1K | 0.01% | 635 |
|
|
2023
Q4 | $204K | Buy |
+3,983
| New | +$204K | 0.01% | 670 |
|
|
2022
Q3 | – | Sell |
-3,488
| Closed | -$204K | – | 697 |
|
|
2022
Q2 | $204K | Buy |
3,488
+163
| +5% | +$9.53K | 0.01% | 635 |
|
|
2022
Q1 | $207K | Sell |
3,325
-232
| -7% | -$14.4K | 0.01% | 564 |
|
|
2021
Q4 | $215K | Buy |
+3,557
| New | +$215K | 0.01% | 562 |
|