Raymond James Trust’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $589K | Buy |
9,710
+800
| +9% | +$48.6K | 0.01% | 703 |
|
|
2024
Q2 | $454K | Sell |
8,910
-123
| -1% | -$6.26K | 0.01% | 769 |
|
|
2024
Q1 | $455K | Buy |
9,033
+127
| +1% | +$6.4K | 0.01% | 760 |
|
|
2023
Q4 | $457K | Buy |
8,906
+359
| +4% | +$18.4K | 0.01% | 733 |
|
|
2023
Q3 | $414K | Buy |
8,547
+132
| +2% | +$6.4K | 0.01% | 721 |
|
|
2023
Q2 | $442K | Buy |
8,415
+98
| +1% | +$5.15K | 0.01% | 715 |
|
|
2023
Q1 | $444K | Buy |
8,317
+1,817
| +28% | +$97K | 0.01% | 678 |
|
|
2022
Q4 | $359K | Buy |
6,500
+1,698
| +35% | +$93.8K | 0.01% | 758 |
|
|
2022
Q3 | $254K | Sell |
4,802
-643
| -12% | -$34K | 0.01% | 864 |
|
|
2022
Q2 | $319K | Buy |
5,445
+8
| +0.1% | +$469 | 0.01% | 777 |
|
|
2022
Q1 | $340K | Buy |
5,437
+9
| +0.2% | +$563 | 0.01% | 815 |
|
|
2021
Q4 | $334K | Buy |
+5,428
| New | +$334K | 0.01% | 845 |
|
|
2020
Q1 | – | Sell |
-5,235
| Closed | -$286K | – | 906 |
|
|
2019
Q4 | $286K | Sell |
5,235
-317
| -6% | -$17.3K | 0.01% | 720 |
|
|
2019
Q3 | $300K | Buy |
5,552
+314
| +6% | +$17K | 0.02% | 663 |
|
|
2019
Q2 | $257K | Buy |
5,238
+635
| +14% | +$31.2K | 0.01% | 701 |
|
|
2019
Q1 | $217K | Sell |
4,603
-4,459
| -49% | -$210K | 0.01% | 749 |
|
|
2018
Q4 | $383K | Buy |
9,062
+177
| +2% | +$7.48K | 0.02% | 465 |
|
|
2018
Q3 | $378K | Sell |
8,885
-213
| -2% | -$9.06K | 0.02% | 537 |
|
|
2018
Q2 | $385K | Buy |
9,098
+883
| +11% | +$37.4K | 0.02% | 502 |
|
|
2018
Q1 | $336K | Sell |
8,215
-319
| -4% | -$13K | 0.02% | 486 |
|
|
2017
Q4 | $363K | Buy |
8,534
+295
| +4% | +$12.5K | 0.02% | 483 |
|
|
2017
Q3 | $343K | Buy |
8,239
+1,109
| +16% | +$46.2K | 0.02% | 488 |
|
|
2017
Q2 | $287K | Buy |
7,130
+633
| +10% | +$25.5K | 0.02% | 543 |
|
|
2017
Q1 | $257K | Buy |
6,497
+205
| +3% | +$8.11K | 0.02% | 556 |
|
|
2016
Q4 | $239K | Sell |
6,292
-1,863
| -23% | -$70.8K | 0.02% | 570 |
|
|
2016
Q3 | $313K | Sell |
8,155
-411
| -5% | -$15.8K | 0.03% | 454 |
|
|
2016
Q2 | $340K | Sell |
8,566
-310
| -3% | -$12.3K | 0.03% | 430 |
|
|
2016
Q1 | $329K | Sell |
8,876
-254
| -3% | -$9.42K | 0.03% | 428 |
|
|
2015
Q4 | $285K | Buy |
9,130
+84
| +0.9% | +$2.62K | 0.03% | 474 |
|
|
2015
Q3 | $264K | Buy |
9,046
+18
| +0.2% | +$525 | 0.03% | 456 |
|
|
2015
Q2 | $260K | Sell |
9,028
-662
| -7% | -$19.1K | 0.03% | 490 |
|
|
2015
Q1 | $305K | Buy |
9,690
+3,544
| +58% | +$112K | 0.03% | 440 |
|
|
2014
Q4 | $205K | Sell |
6,146
-2,672
| -30% | -$89.1K | 0.02% | 564 |
|
|
2014
Q3 | $244K | Buy |
8,818
+534
| +6% | +$14.8K | 0.03% | 493 |
|
|
2014
Q2 | $252K | Buy |
+8,284
| New | +$252K | 0.03% | 477 |
|