Heritage Trust’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $508K | Buy |
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|
2025
Q2 | $433K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $473K | Buy |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $422K | Hold |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $489K | Hold |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $569K | Sell |
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|
2021
Q4 | $570K | Sell |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $547K | Sell |
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|
2021
Q1 | $541K | Hold |
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|
2020
Q4 | $515K | Sell |
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|
2020
Q3 | $574K | Buy |
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|
2020
Q2 | $496K | Buy |
|