Marino Stram & Associates’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,050
| Closed | -$557K | – | 169 |
|
|
2024
Q1 | $557K | Sell |
11,050
-1,215
| -10% | -$61.2K | 0.13% | 106 |
|
|
2023
Q4 | $629K | Buy |
12,265
+131
| +1% | +$6.72K | 0.16% | 94 |
|
|
2023
Q3 | $588K | Sell |
12,134
-33
| -0.3% | -$1.6K | 0.17% | 90 |
|
|
2023
Q2 | $639K | Sell |
12,167
-565
| -4% | -$29.7K | 0.18% | 86 |
|
|
2023
Q1 | $680K | Sell |
12,732
-194
| -2% | -$10.4K | 0.21% | 77 |
|
|
2022
Q4 | $714K | Buy |
12,926
+63
| +0.5% | +$3.48K | 0.22% | 69 |
|
|
2022
Q3 | $682K | Sell |
12,863
-50
| -0.4% | -$2.65K | 0.25% | 66 |
|
|
2022
Q2 | $757K | Buy |
12,913
+11
| +0.1% | +$645 | 0.26% | 64 |
|
|
2022
Q1 | $806K | Buy |
12,902
+63
| +0.5% | +$3.94K | 0.25% | 66 |
|
|
2021
Q4 | $789K | Buy |
12,839
+587
| +5% | +$36.1K | 0.24% | 68 |
|
|
2021
Q3 | $686K | Buy |
+12,252
| New | +$686K | 0.24% | 72 |
|
|
2021
Q2 | – | Sell |
-10,114
| Closed | -$548K | – | 281 |
|
|
2021
Q1 | $548K | Buy |
10,114
+1,183
| +13% | +$64.1K | 0.21% | 75 |
|
|
2020
Q4 | $460K | Buy |
8,931
+2,193
| +33% | +$113K | 0.2% | 71 |
|
|
2020
Q3 | $348K | Buy |
6,738
+525
| +8% | +$27.1K | 0.19% | 79 |
|
|
2020
Q2 | $297K | Buy |
6,213
+1,672
| +37% | +$79.9K | 0.18% | 86 |
|
|
2020
Q1 | $219K | Sell |
4,541
-882
| -16% | -$42.5K | 0.17% | 81 |
|
|
2019
Q4 | $297K | Buy |
5,423
+435
| +9% | +$23.8K | 0.19% | 71 |
|
|
2019
Q3 | $269K | Buy |
+4,988
| New | +$269K | 0.19% | 69 |
|
|
2019
Q2 | – | Sell |
-2,699
| Closed | -$127K | – | 354 |
|
|
2019
Q1 | $127K | Buy |
2,699
+1,014
| +60% | +$47.7K | 0.09% | 97 |
|
|
2018
Q4 | $102K | Hold |
1,685
| – | – | 0.09% | 105 |
|
|
2018
Q3 | $72K | Hold |
1,685
| – | – | 0.06% | 148 |
|
|
2018
Q2 | $71K | Sell |
1,685
-165
| -9% | -$6.95K | 0.06% | 140 |
|
|
2018
Q1 | $76K | Hold |
1,850
| – | – | 0.07% | 138 |
|
|
2017
Q4 | $79K | Buy |
+1,850
| New | +$79K | 0.07% | 137 |
|