HM Payson & Co’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $94.9K | Hold |
1,475
| – | – | ﹤0.01% | 534 |
|
|
2024
Q4 | $87.2K | Sell |
1,475
-22
| -1% | -$1.3K | ﹤0.01% | 553 |
|
|
2024
Q3 | $90.9K | Buy |
1,497
+22
| +1% | +$1.34K | ﹤0.01% | 534 |
|
|
2024
Q2 | $75.1K | Hold |
1,475
| – | – | ﹤0.01% | 542 |
|
|
2024
Q1 | $74.3K | Hold |
1,475
| – | – | ﹤0.01% | 546 |
|
|
2023
Q4 | $75.7K | Hold |
1,475
| – | – | ﹤0.01% | 527 |
|
|
2023
Q3 | $71.5K | Hold |
1,475
| – | – | ﹤0.01% | 525 |
|
|
2023
Q2 | $77.4K | Hold |
1,475
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $78.8K | Hold |
1,475
| – | – | ﹤0.01% | 507 |
|
|
2022
Q4 | $81.4K | Sell |
1,475
-4,140
| -74% | -$229K | ﹤0.01% | 490 |
|
|
2022
Q3 | $298K | Hold |
5,615
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $329K | Hold |
5,615
| – | – | 0.01% | 303 |
|
|
2022
Q1 | $351K | Hold |
5,615
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $345K | Hold |
5,615
| – | – | 0.01% | 323 |
|
|
2021
Q3 | $314K | Hold |
5,615
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $313K | Sell |
5,615
-988
| -15% | -$55.1K | 0.01% | 330 |
|
|
2021
Q1 | $358K | Hold |
6,603
| – | – | 0.01% | 307 |
|
|
2020
Q4 | $340K | Hold |
6,603
| – | – | 0.01% | 313 |
|
|
2020
Q3 | $341K | Hold |
6,603
| – | – | 0.01% | 291 |
|
|
2020
Q2 | $316K | Hold |
6,603
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $319K | Hold |
6,603
| – | – | 0.01% | 257 |
|
|
2019
Q4 | $361K | Hold |
6,603
| – | – | 0.01% | 303 |
|
|
2019
Q3 | $356K | Hold |
6,603
| – | – | 0.01% | 306 |
|
|
2019
Q2 | $324K | Buy |
+6,603
| New | +$324K | 0.01% | 316 |
|
|
2018
Q4 | – | Sell |
-6,823
| Closed | -$290K | – | 253 |
|
|
2018
Q3 | $290K | Sell |
6,823
-380
| -5% | -$16.2K | 0.01% | 280 |
|
|
2018
Q2 | $305K | Sell |
7,203
-293
| -4% | -$12.4K | 0.01% | 279 |
|
|
2018
Q1 | $306K | Hold |
7,496
| – | – | 0.01% | 269 |
|
|
2017
Q4 | $319K | Buy |
7,496
+720
| +11% | +$30.6K | 0.01% | 283 |
|
|
2017
Q3 | $282K | Hold |
6,776
| – | – | 0.01% | 274 |
|
|
2017
Q2 | $272K | Hold |
6,776
| – | – | 0.01% | 285 |
|
|
2017
Q1 | $268K | Sell |
6,776
-500
| -7% | -$19.8K | 0.01% | 286 |
|
|
2016
Q4 | $276K | Hold |
7,276
| – | – | 0.01% | 276 |
|
|
2016
Q3 | $279K | Sell |
7,276
-200
| -3% | -$7.67K | 0.01% | 266 |
|
|
2016
Q2 | $297K | Sell |
7,476
-692
| -8% | -$27.5K | 0.01% | 263 |
|
|
2016
Q1 | $303K | Hold |
8,168
| – | – | 0.02% | 253 |
|
|
2015
Q4 | $255K | Hold |
8,168
| – | – | 0.01% | 275 |
|
|
2015
Q3 | $239K | Hold |
8,168
| – | – | 0.01% | 269 |
|
|
2015
Q2 | $236K | Hold |
8,168
| – | – | 0.01% | 276 |
|
|
2015
Q1 | $257K | Hold |
8,168
| – | – | 0.01% | 266 |
|
|
2014
Q4 | $271K | Sell |
8,168
-4,012
| -33% | -$133K | 0.01% | 261 |
|
|
2014
Q3 | $337K | Hold |
12,180
| – | – | 0.02% | 241 |
|
|
2014
Q2 | $371K | Sell |
12,180
-3,108
| -20% | -$94.7K | 0.02% | 234 |
|
|
2014
Q1 | $434K | Sell |
15,288
-100
| -0.6% | -$2.84K | 0.02% | 223 |
|
|
2013
Q4 | $397K | Hold |
15,388
| – | – | 0.02% | 220 |
|
|
2013
Q3 | $381K | Sell |
15,388
-728
| -5% | -$18K | 0.02% | 227 |
|
|
2013
Q2 | $406K | Buy |
+16,116
| New | +$406K | 0.02% | 219 |
|