OneDigital Investment Advisors’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 | $419K | Sell |
6,936
-1,216
| -15% | -$73.5K | ﹤0.01% | 983 |
|
|
2025
Q1 | $525K | Buy |
8,152
+541
| +7% | +$34.8K | 0.01% | 840 |
|
|
2024
Q4 | $450K | Sell |
7,611
-20
| -0.3% | -$1.18K | 0.01% | 930 |
|
|
2024
Q3 | $463K | Buy |
7,631
+631
| +9% | +$38.3K | 0.01% | 965 |
|
|
2024
Q2 | $356K | Buy |
7,000
+814
| +13% | +$41.4K | ﹤0.01% | 1029 |
|
|
2024
Q1 | $312K | Buy |
6,186
+165
| +3% | +$8.32K | ﹤0.01% | 896 |
|
|
2023
Q4 | $309K | Buy |
+6,021
| New | +$309K | 0.01% | 900 |
|