SWM
Shakespeare Wealth Management’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Sell |
7,734
-1,518
| -16% | -$91.8K | 0.12% | 64 |
|
|
2025
Q1 | $595K | Hold |
9,252
| – | – | 0.16% | 54 |
|
|
2024
Q4 | $547K | Hold |
9,252
| – | – | 0.15% | 58 |
|
|
2024
Q3 | $562K | Hold |
9,252
| – | – | 0.15% | 61 |
|
|
2024
Q2 | $471K | Hold |
9,252
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $466K | Hold |
9,252
| – | – | 0.14% | 58 |
|
|
2023
Q4 | $475K | Hold |
9,252
| – | – | 0.15% | 58 |
|
|
2023
Q3 | $448K | Buy |
9,252
+718
| +8% | +$34.8K | 0.16% | 56 |
|
|
2023
Q2 | $448K | Hold |
8,534
| – | – | 0.15% | 55 |
|
|
2023
Q1 | $456K | Hold |
8,534
| – | – | 0.16% | 51 |
|
|
2022
Q4 | $471K | Hold |
8,534
| – | – | 0.17% | 50 |
|
|
2022
Q3 | $452K | Sell |
8,534
-7,633
| -47% | -$404K | 0.19% | 49 |
|
|
2022
Q2 | $1.38M | Buy |
16,167
+2
| +0% | +$170 | 0.56% | 29 |
|
|
2022
Q1 | $1.57M | Buy |
16,165
+16
| +0.1% | +$1.56K | 0.57% | 27 |
|
|
2021
Q4 | $1.73M | Sell |
16,149
-70
| -0.4% | -$7.5K | 0.62% | 26 |
|
|
2021
Q3 | $1.76M | Buy |
16,219
+103
| +0.6% | +$11.2K | 0.68% | 26 |
|
|
2021
Q2 | $1.71M | Buy |
16,116
+8,634
| +115% | +$918K | 0.66% | 26 |
|
|
2021
Q1 | $1.14M | Hold |
7,482
| – | – | 0.47% | 30 |
|
|
2020
Q4 | $951K | Sell |
7,482
-7,992
| -52% | -$1.02M | 0.41% | 33 |
|
|
2020
Q3 | $1.49M | Buy |
15,474
+10
| +0.1% | +$963 | 0.78% | 23 |
|
|
2020
Q2 | $1.46M | Buy |
15,464
+20
| +0.1% | +$1.88K | 0.85% | 23 |
|
|
2020
Q1 | $1.39M | Buy |
15,444
+30
| +0.2% | +$2.7K | 0.96% | 22 |
|
|
2019
Q4 | $2.15M | Sell |
15,414
-9,338
| -38% | -$1.3M | 1.16% | 22 |
|
|
2019
Q3 | $2.32M | Buy |
24,752
+1,155
| +5% | +$108K | 1.34% | 22 |
|
|
2019
Q2 | $2.64M | Buy |
23,597
+14,661
| +164% | +$1.64M | 1.7% | 20 |
|
|
2019
Q1 | $421K | Buy |
+8,936
| New | +$421K | 0.32% | 36 |
|
|
2018
Q3 | – | Sell |
-8,936
| Closed | -$378K | – | 39 |
|
|
2018
Q2 | $378K | Buy |
8,936
+2
| +0% | +$85 | 0.34% | 30 |
|
|
2018
Q1 | $365K | Buy |
+8,934
| New | +$365K | 0.32% | 32 |
|