Perfromance Wealth Partners’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	$477K	Buy	6,650 +3	+0%	+$207	0.01%	124
2025 Q4	$432K	Sell	6,647 -200	-3%	-$13.4K	0.01%	133
2025 Q3	$462K	Sell	6,847 -522	-7%	-$33.7K	0.01%	127
2025 Q2	$446K	Hold	7,369	–	–	0.01%	115
2025 Q1	$474K	Hold	7,369	–	–	0.02%	94
2024 Q4	$436K	Hold	7,369	–	–	0.01%	106
2024 Q3	$447K	Buy	7,369 +595	+9%	+$33.8K	0.02%	113
2024 Q2	$345K	Hold	6,774	–	–	0.01%	110
2024 Q1	$341K	Hold	6,774	–	–	0.01%	115
2023 Q4	$348K	Hold	6,774	–	–	0.02%	120
2023 Q3	$328K	Hold	6,774	–	–	0.02%	130
2023 Q2	$363K	Hold	6,774	–	–	0.02%	134
2023 Q1	$362K	Hold	6,774	–	–	0.02%	134
2022 Q4	$374K	Hold	6,774	–	–	0.02%	118
2022 Q3	$359K	Hold	6,774	–	–	0.02%	115
2022 Q2	$397K	Hold	6,774	–	–	0.02%	113
2022 Q1	$423K	Hold	6,774	–	–	0.02%	116
2021 Q4	$416K	Buy	+6,774	New	+$388K	0.02%	125