MSFP
Mark Sheptoff Financial Planning’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Hold |
2,350
| – | – | 0.08% | 104 |
|
|
2025
Q1 | $151K | Hold |
2,350
| – | – | 0.08% | 100 |
|
|
2024
Q4 | $139K | Hold |
2,350
| – | – | 0.07% | 108 |
|
|
2024
Q3 | $143K | Hold |
2,350
| – | – | 0.08% | 106 |
|
|
2024
Q2 | $120K | Sell |
2,350
-500
| -18% | -$25.5K | 0.07% | 120 |
|
|
2024
Q1 | $144K | Hold |
2,850
| – | – | 0.08% | 117 |
|
|
2023
Q4 | $146K | Sell |
2,850
-3,500
| -55% | -$180K | 0.09% | 107 |
|
|
2023
Q3 | $308K | Hold |
6,350
| – | – | 0.2% | 63 |
|
|
2023
Q2 | $333K | Sell |
6,350
-200
| -3% | -$10.5K | 0.19% | 67 |
|
|
2023
Q1 | $350K | Hold |
6,550
| – | – | 0.2% | 70 |
|
|
2022
Q4 | $362K | Sell |
6,550
-500
| -7% | -$27.6K | 0.21% | 68 |
|
|
2022
Q3 | $374K | Buy |
7,050
+1,000
| +17% | +$53.1K | 0.23% | 63 |
|
|
2022
Q2 | $355K | Hold |
6,050
| – | – | 0.2% | 69 |
|
|
2022
Q1 | $378K | Hold |
6,050
| – | – | 0.19% | 77 |
|
|
2021
Q4 | $372K | Sell |
6,050
-700
| -10% | -$43K | 0.18% | 76 |
|
|
2021
Q3 | $378K | Buy |
6,750
+1,200
| +22% | +$67.2K | 0.21% | 73 |
|
|
2021
Q2 | $309K | Sell |
5,550
-300
| -5% | -$16.7K | 0.17% | 78 |
|
|
2021
Q1 | $317K | Hold |
5,850
| – | – | 0.18% | 73 |
|
|
2020
Q4 | $301K | Sell |
5,850
-900
| -13% | -$46.3K | 0.17% | 79 |
|
|
2020
Q3 | $349K | Sell |
6,750
-1,200
| -15% | -$62K | 0.21% | 67 |
|
|
2020
Q2 | $380K | Sell |
7,950
-600
| -7% | -$28.7K | 0.25% | 62 |
|
|
2020
Q1 | $413K | Buy |
8,550
+500
| +6% | +$24.2K | 0.31% | 51 |
|
|
2019
Q4 | $440K | Buy |
8,050
+2,400
| +42% | +$131K | 0.28% | 59 |
|
|
2019
Q3 | $305K | Buy |
5,650
+2,950
| +109% | +$159K | 0.21% | 71 |
|
|
2019
Q2 | $133K | Buy |
2,700
+200
| +8% | +$9.85K | 0.09% | 105 |
|
|
2019
Q1 | $118K | Buy |
2,500
+500
| +25% | +$23.6K | 0.09% | 112 |
|
|
2018
Q4 | $85K | Hold |
2,000
| – | – | 0.07% | 108 |
|
|
2018
Q3 | $85K | Hold |
2,000
| – | – | 0.06% | 135 |
|
|
2018
Q2 | $85K | Hold |
2,000
| – | – | 0.06% | 130 |
|
|
2018
Q1 | $82K | Hold |
2,000
| – | – | 0.06% | 141 |
|
|
2017
Q4 | $85K | Hold |
2,000
| – | – | 0.06% | 148 |
|
|
2017
Q3 | $83K | Hold |
2,000
| – | – | 0.06% | 151 |
|
|
2017
Q2 | $80K | Sell |
2,000
-1
| -0% | -$40 | 0.05% | 147 |
|
|
2017
Q1 | $79K | Buy |
+2,001
| New | +$79K | 0.06% | 151 |
|