McKinley Carter Wealth Services’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 | $243K | Hold |
4,020
| – | – | 0.01% | 278 |
|
|
2025
Q1 | $259K | Hold |
4,020
| – | – | 0.02% | 268 |
|
|
2024
Q4 | $238K | Sell |
4,020
-700
| -15% | -$41.4K | 0.01% | 270 |
|
|
2024
Q3 | $286K | Hold |
4,720
| – | – | 0.02% | 260 |
|
|
2024
Q2 | $240K | Hold |
4,720
| – | – | 0.02% | 282 |
|
|
2024
Q1 | $238K | Sell |
4,720
-12
| -0.3% | -$605 | 0.02% | 275 |
|
|
2023
Q4 | $243K | Buy |
4,732
+12
| +0.3% | +$616 | 0.02% | 276 |
|
|
2023
Q3 | $229K | Hold |
4,720
| – | – | 0.02% | 276 |
|
|
2023
Q2 | $248K | Hold |
4,720
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $252K | Sell |
4,720
-500
| -10% | -$26.7K | 0.02% | 265 |
|
|
2022
Q4 | $288K | Buy |
5,220
+500
| +11% | +$27.6K | 0.02% | 247 |
|
|
2022
Q3 | $250K | Sell |
4,720
-452
| -9% | -$23.9K | 0.02% | 249 |
|
|
2022
Q2 | $303K | Buy |
5,172
+452
| +10% | +$26.5K | 0.03% | 238 |
|
|
2022
Q1 | $295K | Sell |
4,720
-1,356
| -22% | -$84.8K | 0.02% | 240 |
|
|
2021
Q4 | $373K | Buy |
6,076
+1,356
| +29% | +$83.2K | 0.03% | 219 |
|
|
2021
Q3 | $264K | Hold |
4,720
| – | – | 0.02% | 252 |
|
|
2021
Q2 | $263K | Hold |
4,720
| – | – | 0.02% | 251 |
|
|
2021
Q1 | $256K | Hold |
4,720
| – | – | 0.02% | 258 |
|
|
2020
Q4 | $243K | Buy |
+4,720
| New | +$243K | 0.03% | 234 |
|