Plante Moran Financial Advisors’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-455
| Closed | -$27.5K | – | 832 |
|
|
2025
Q2 | $27.5K | Buy |
+455
| New | +$27.8K | ﹤0.01% | 438 |
|
|
2025
Q1 | – | Sell |
-9
| Closed | -$532 | – | 907 |
|
|
2024
Q4 | $532 | Hold |
9
| – | – | ﹤0.01% | 848 |
|
|
2024
Q3 | $546 | Buy |
+9
| New | +$511 | ﹤0.01% | 816 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 851 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$15.4K | – | 906 |
|
|
2023
Q4 | $15.4K | Hold |
300
| – | – | ﹤0.01% | 497 |
|
|
2023
Q3 | $14.5K | Hold |
300
| – | – | ﹤0.01% | 484 |
|
|
2023
Q2 | $15.7K | Hold |
300
| – | – | ﹤0.01% | 489 |
|
|
2023
Q1 | $16K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $16.6K | Hold |
300
| – | – | ﹤0.01% | 504 |
|
|
2022
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 503 |
|
|
2022
Q2 | $18K | Hold |
300
| – | – | ﹤0.01% | 491 |
|
|
2022
Q1 | $19K | Sell |
300
-21
| -7% | -$1.25K | ﹤0.01% | 505 |
|
|
2021
Q4 | $20K | Sell |
321
-779
| -71% | -$44.6K | ﹤0.01% | 557 |
|
|
2021
Q3 | $62K | Hold |
1,100
| – | – | 0.01% | 344 |
|
|
2021
Q2 | $61K | Buy |
1,100
+800
| +267% | +$45.3K | 0.01% | 328 |
|
|
2021
Q1 | $16K | Sell |
300
-800
| -73% | -$39.8K | ﹤0.01% | 567 |
|
|
2020
Q4 | $57K | Buy |
1,100
+800
| +267% | +$43K | 0.02% | 336 |
|
|
2020
Q3 | $15K | Hold |
300
| – | – | 0.01% | 546 |
|
|
2020
Q2 | $14K | Hold |
300
| – | – | 0.01% | 487 |
|
|
2020
Q1 | $14K | Hold |
300
| – | – | 0.01% | 451 |
|
|
2019
Q4 | $16K | Hold |
300
| – | – | 0.01% | 493 |
|
|
2019
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 533 |
|
|
2019
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 519 |
|
|
2018
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 471 |
|
|
2018
Q3 | $13K | Sell |
300
-902
| -75% | -$38.7K | ﹤0.01% | 470 |
|
|
2018
Q2 | $51K | Buy |
1,202
+859
| +250% | +$35.4K | 0.03% | 318 |
|
|
2018
Q1 | $14K | Buy |
343
+43
| +14% | +$1.7K | 0.01% | 560 |
|
|
2017
Q4 | $13K | Hold |
300
| – | – | 0.01% | 562 |
|
|
2017
Q3 | $12K | Hold |
300
| – | – | 0.01% | 518 |
|
|
2017
Q2 | $12K | Hold |
300
| – | – | 0.01% | 535 |
|
|
2017
Q1 | $12K | Hold |
300
| – | – | 0.01% | 549 |
|
|
2016
Q4 | $11K | Hold |
300
| – | – | 0.01% | 574 |
|
|
2016
Q3 | $11K | Hold |
300
| – | – | 0.01% | 585 |
|
|
2016
Q2 | $12K | Hold |
300
| – | – | 0.01% | 498 |
|
|
2016
Q1 | $11K | Hold |
300
| – | – | 0.01% | 472 |
|
|
2015
Q4 | $9K | Hold |
300
| – | – | 0.01% | 598 |
|
|
2015
Q3 | $9K | Hold |
300
| – | – | 0.01% | 497 |
|
|
2015
Q2 | $9K | Hold |
300
| – | – | 0.01% | 542 |
|
|
2015
Q1 | $9K | Hold |
300
| – | – | 0.01% | 529 |
|
|
2014
Q4 | $10K | Hold |
300
| – | – | 0.01% | 531 |
|
|
2014
Q3 | $8K | Sell |
300
-300
| -50% | -$8.65K | 0.01% | 587 |
|
|
2014
Q2 | $18K | Hold |
600
| – | – | 0.02% | 400 |
|
|
2014
Q1 | $17K | Sell |
600
-516
| -46% | -$13.6K | 0.02% | 274 |
|
|
2013
Q4 | $29K | Buy |
1,116
+516
| +86% | +$13.3K | 0.02% | 303 |
|
|
2013
Q3 | $15K | Buy |
600
+32
| +6% | +$818 | 0.01% | 321 |
|
|
2013
Q2 | $14K | Buy |
+568
| New | +$14.4K | 0.01% | 289 |
|
Other funds holding LNT
N
