Heritage Trust’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 | $433K | Sell |
7,153
-220
| -3% | -$13.3K | 0.05% | 225 |
|
|
2025
Q1 | $474K | Sell |
7,373
-629
| -8% | -$40.5K | 0.06% | 210 |
|
|
2024
Q4 | $473K | Buy |
+8,002
| New | +$473K | 0.06% | 205 |
|
|
2024
Q2 | $413K | Sell |
8,122
-90
| -1% | -$4.58K | 0.05% | 205 |
|
|
2024
Q1 | $414K | Sell |
8,212
-261
| -3% | -$13.2K | 0.06% | 204 |
|
|
2023
Q4 | $435K | Sell |
8,473
-236
| -3% | -$12.1K | 0.06% | 203 |
|
|
2023
Q3 | $422K | Hold |
8,709
| – | – | 0.07% | 190 |
|
|
2023
Q2 | $457K | Sell |
8,709
-146
| -2% | -$7.66K | 0.07% | 190 |
|
|
2023
Q1 | $473K | Sell |
8,855
-3
| -0% | -$160 | 0.07% | 178 |
|
|
2022
Q4 | $489K | Hold |
8,858
| – | – | 0.08% | 181 |
|
|
2022
Q3 | $469K | Sell |
8,858
-227
| -2% | -$12K | 0.08% | 181 |
|
|
2022
Q2 | $532K | Sell |
9,085
-20
| -0.2% | -$1.17K | 0.09% | 178 |
|
|
2022
Q1 | $569K | Sell |
9,105
-165
| -2% | -$10.3K | 0.08% | 179 |
|
|
2021
Q4 | $570K | Sell |
9,270
-317
| -3% | -$19.5K | 0.07% | 178 |
|
|
2021
Q3 | $537K | Sell |
9,587
-215
| -2% | -$12K | 0.08% | 175 |
|
|
2021
Q2 | $547K | Sell |
9,802
-187
| -2% | -$10.4K | 0.08% | 172 |
|
|
2021
Q1 | $541K | Hold |
9,989
| – | – | 0.08% | 164 |
|
|
2020
Q4 | $515K | Sell |
9,989
-1,122
| -10% | -$57.8K | 0.08% | 160 |
|
|
2020
Q3 | $574K | Buy |
11,111
+734
| +7% | +$37.9K | 0.11% | 140 |
|
|
2020
Q2 | $496K | Buy |
+10,377
| New | +$496K | 0.1% | 149 |
|