Mark Sheptoff Financial Planning’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Hold |
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|
2025
Q1 | $151K | Hold |
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|
2024
Q4 | $139K | Hold |
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|
2024
Q3 | $143K | Hold |
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|
2024
Q2 | $120K | Sell |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $146K | Sell |
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $350K | Hold |
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|
2022
Q4 | $362K | Sell |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $355K | Hold |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $309K | Sell |
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|
2021
Q1 | $317K | Hold |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $305K | Buy |
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|
2019
Q2 | $133K | Buy |
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|
2019
Q1 | $118K | Buy |
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|
2018
Q4 | $85K | Hold |
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|
2018
Q3 | $85K | Hold |
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|
2018
Q2 | $85K | Hold |
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|
2018
Q1 | $82K | Hold |
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|
2017
Q4 | $85K | Hold |
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|
2017
Q3 | $83K | Hold |
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|
2017
Q2 | $80K | Sell |
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|
2017
Q1 | $79K | Buy |
|