McKinley Carter Wealth Services’s Alliant Energy LNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$288K	Hold	4,020	–	–	0.02%	262
2025 Q4	$261K	Hold	4,020	–	–	0.01%	288
2025 Q3	$271K	Hold	4,020	–	–	0.01%	280
2025 Q2	$243K	Hold	4,020	–	–	0.01%	283
2025 Q1	$259K	Hold	4,020	–	–	0.02%	271
2024 Q4	$238K	Sell	4,020 -700	-15%	-$42.3K	0.01%	271
2024 Q3	$286K	Hold	4,720	–	–	0.02%	261
2024 Q2	$240K	Hold	4,720	–	–	0.02%	283
2024 Q1	$238K	Sell	4,720 -12	-0.3%	-$589	0.02%	276
2023 Q4	$243K	Buy	4,732 +12	+0.3%	+$599	0.02%	277
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%	-$26.6K	0.02%	265
2022 Q4	$288K	Buy	5,220 +500	+11%	+$26.7K	0.02%	247
2022 Q3	$250K	Sell	4,720 -452	-9%	-$27.3K	0.02%	249
2022 Q2	$303K	Buy	5,172 +452	+10%	+$27.3K	0.03%	238
2022 Q1	$295K	Sell	4,720 -1,356	-22%	-$80.7K	0.02%	240
2021 Q4	$373K	Buy	6,076 +1,356	+29%	+$77.7K	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	+$254K	0.03%	234