Jacobi Capital Management’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-976
| Closed | -$55K | – | 926 |
|
|
2021
Q3 | $55K | Buy |
976
+1
| +0.1% | +$56 | 0.01% | 637 |
|
|
2021
Q2 | $54K | Sell |
975
-179
| -16% | -$9.91K | 0.01% | 605 |
|
|
2021
Q1 | $62K | Buy |
1,154
+3
| +0.3% | +$161 | 0.01% | 530 |
|
|
2020
Q4 | $59K | Buy |
1,151
+3
| +0.3% | +$154 | 0.01% | 502 |
|
|
2020
Q3 | $59K | Buy |
1,148
+2
| +0.2% | +$103 | 0.01% | 460 |
|
|
2020
Q2 | $55K | Buy |
1,146
+3
| +0.3% | +$144 | 0.01% | 455 |
|
|
2020
Q1 | $55K | Buy |
1,143
+2
| +0.2% | +$96 | 0.01% | 407 |
|
|
2019
Q4 | $62K | Buy |
1,141
+3
| +0.3% | +$163 | 0.01% | 428 |
|
|
2019
Q3 | $61K | Buy |
1,138
+2
| +0.2% | +$107 | 0.01% | 425 |
|
|
2019
Q2 | $56K | Buy |
1,136
+3
| +0.3% | +$148 | 0.01% | 430 |
|
|
2019
Q1 | $53K | Buy |
1,133
+2
| +0.2% | +$94 | 0.01% | 402 |
|
|
2018
Q4 | $48K | Buy |
1,131
+3
| +0.3% | +$127 | 0.01% | 394 |
|
|
2018
Q3 | $48K | Buy |
1,128
+2
| +0.2% | +$85 | 0.01% | 425 |
|
|
2018
Q2 | $48K | Buy |
1,126
+3
| +0.3% | +$128 | 0.01% | 424 |
|
|
2018
Q1 | $46K | Buy |
1,123
+3
| +0.3% | +$123 | 0.01% | 402 |
|
|
2017
Q4 | $47K | Hold |
1,120
| – | – | 0.02% | 391 |
|
|
2017
Q3 | $47K | Sell |
1,120
-166
| -13% | -$6.97K | 0.02% | 352 |
|
|
2017
Q2 | $51K | Buy |
1,286
+986
| +329% | +$39.1K | 0.02% | 304 |
|
|
2017
Q1 | $12K | Hold |
300
| – | – | 0.01% | 440 |
|
|
2016
Q4 | $11K | Hold |
300
| – | – | 0.01% | 415 |
|
|
2016
Q3 | $11K | Hold |
300
| – | – | 0.01% | 459 |
|
|
2016
Q2 | $12K | Buy |
+300
| New | +$12K | 0.01% | 429 |
|