HBK Sorce Advisory’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
$700K Sell
11,582
-631
-5% -$38.2K 0.02% 281
2025
Q1
$786K Sell
12,213
-210
-2% -$13.5K 0.02% 248
2024
Q4
$735K Sell
12,423
-1,496
-11% -$88.5K 0.02% 262
2024
Q3
$845K Sell
13,919
-1,653
-11% -$100K 0.03% 243
2024
Q2
$793K Sell
15,572
-2,067
-12% -$105K 0.03% 244
2024
Q1
$889K Buy
+17,639
New +$889K 0.03% 229