KMG Fiduciary Partners’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 | $207K | Hold |
3,422
| – | – | 0.02% | 286 |
|
|
2025
Q1 | $220K | Hold |
3,422
| – | – | 0.02% | 276 |
|
|
2024
Q4 | $202K | Hold |
3,422
| – | – | 0.02% | 269 |
|
|
2024
Q3 | $208K | Buy |
+3,422
| New | +$208K | 0.02% | 264 |
|
|
2022
Q3 | – | Sell |
-3,422
| Closed | -$201K | – | 198 |
|
|
2022
Q2 | $201K | Hold |
3,422
| – | – | 0.04% | 199 |
|
|
2022
Q1 | $214K | Hold |
3,422
| – | – | 0.03% | 196 |
|
|
2021
Q4 | $210K | Buy |
+3,422
| New | +$210K | 0.03% | 192 |
|