Mark Sheptoff Financial Planning’s Alliant Energy LNT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LNT Stock Details LNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$157K	Hold	2,150	–	–	0.08%	109
2025 Q4	$140K	Hold	2,150	–	–	0.07%	122
2025 Q3	$145K	Sell	2,150 -200	-9%	-$12.9K	0.07%	113
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%	-$25.1K	0.07%	120
2024 Q1	$144K	Hold	2,850	–	–	0.08%	117
2023 Q4	$146K	Sell	2,850 -3,500	-55%	-$175K	0.09%	107
2023 Q3	$308K	Hold	6,350	–	–	0.2%	63
2023 Q2	$333K	Sell	6,350 -200	-3%	-$10.7K	0.19%	67
2023 Q1	$350K	Hold	6,550	–	–	0.2%	70
2022 Q4	$362K	Sell	6,550 -500	-7%	-$26.7K	0.21%	68
2022 Q3	$374K	Buy	7,050 +1,000	+17%	+$60.3K	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%	-$40.1K	0.18%	76
2021 Q3	$378K	Buy	6,750 +1,200	+22%	+$70.9K	0.21%	73
2021 Q2	$309K	Sell	5,550 -300	-5%	-$17K	0.17%	78
2021 Q1	$317K	Hold	5,850	–	–	0.18%	73
2020 Q4	$301K	Sell	5,850 -900	-13%	-$48.4K	0.17%	79
2020 Q3	$349K	Sell	6,750 -1,200	-15%	-$62.7K	0.21%	67
2020 Q2	$380K	Sell	7,950 -600	-7%	-$29.2K	0.25%	62
2020 Q1	$413K	Buy	8,550 +500	+6%	+$27.4K	0.31%	51
2019 Q4	$440K	Buy	8,050 +2,400	+42%	+$128K	0.28%	59
2019 Q3	$305K	Buy	5,650 +2,950	+109%	+$152K	0.21%	71
2019 Q2	$133K	Buy	2,700 +200	+8%	+$9.54K	0.09%	105
2019 Q1	$118K	Buy	2,500 +500	+25%	+$22.4K	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	+$76.8K	0.06%	151