ISB
Iowa State Bank’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,815
| Closed | -$204K | – | 113 |
|
|
2023
Q1 | $204K | Buy |
+3,815
| New | +$204K | 0.05% | 110 |
|
|
2022
Q2 | – | Sell |
-3,948
| Closed | -$247K | – | 119 |
|
|
2022
Q1 | $247K | Buy |
3,948
+583
| +17% | +$36.5K | 0.06% | 113 |
|
|
2021
Q4 | $207K | Buy |
+3,365
| New | +$207K | 0.05% | 123 |
|
|
2018
Q3 | – | Sell |
-6,084
| Closed | -$257K | – | 102 |
|
|
2018
Q2 | $257K | Hold |
6,084
| – | – | 0.12% | 94 |
|
|
2018
Q1 | $249K | Sell |
6,084
-7,400
| -55% | -$303K | 0.12% | 91 |
|
|
2017
Q4 | $575K | Hold |
13,484
| – | – | 0.26% | 69 |
|
|
2017
Q3 | $561K | Hold |
13,484
| – | – | 0.26% | 67 |
|
|
2017
Q2 | $542K | Hold |
13,484
| – | – | 0.26% | 65 |
|
|
2017
Q1 | $534K | Hold |
13,484
| – | – | 0.26% | 60 |
|
|
2016
Q4 | $511K | Sell |
13,484
-7,600
| -36% | -$288K | 0.26% | 62 |
|
|
2016
Q3 | $808K | Hold |
21,084
| – | – | 0.43% | 50 |
|
|
2016
Q2 | $837K | Buy |
21,084
+14,242
| +208% | +$565K | 0.45% | 50 |
|
|
2016
Q1 | $508K | Hold |
6,842
| – | – | 0.29% | 59 |
|
|
2015
Q4 | $427K | Sell |
6,842
-179
| -3% | -$11.2K | 0.25% | 58 |
|
|
2015
Q3 | $411K | Sell |
7,021
-100
| -1% | -$5.85K | 0.28% | 60 |
|
|
2015
Q2 | $411K | Sell |
7,121
-425
| -6% | -$24.5K | 0.26% | 58 |
|
|
2015
Q1 | $475K | Buy |
7,546
+2,240
| +42% | +$141K | 0.3% | 56 |
|
|
2014
Q4 | $352K | Hold |
5,306
| – | – | 0.22% | 59 |
|
|
2014
Q3 | $294K | Hold |
5,306
| – | – | 0.2% | 60 |
|
|
2014
Q2 | $323K | Buy |
5,306
+201
| +4% | +$12.2K | 0.22% | 59 |
|
|
2014
Q1 | $290K | Buy |
5,105
+228
| +5% | +$13K | 0.21% | 60 |
|
|
2013
Q4 | $252K | Sell |
4,877
-1,305
| -21% | -$67.4K | 0.18% | 65 |
|
|
2013
Q3 | $306K | Hold |
6,182
| – | – | 0.24% | 61 |
|
|
2013
Q2 | $312K | Buy |
+6,182
| New | +$312K | 0.26% | 62 |
|