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Shepherd Financial Partners’s Alliant Energy LNT Stock Holding History

Shepherd Financial Partners’s Portfolio LNT Stock Details LNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,000
Closed -$242K – 247
2025
Q2 		$242K Hold
4,000
– – 0.03% 221
2025
Q1 		$257K Hold
4,000
– – 0.03% 207
2024
Q4 		$237K Hold
4,000
– – 0.03% 202
2024
Q3 		$243K Hold
4,000
– – 0.03% 201
2024
Q2 		$204K Hold
4,000
– – 0.03% 208
2024
Q1 		$202K Hold
4,000
– – 0.03% 212
2023
Q4 		$205K Buy
+4,000
New +$200K 0.03% 203
2023
Q3 		– Sell
-4,000
Closed -$210K – 193
2023
Q2 		$210K Sell
4,000
-80
-2% -$4.29K 0.03% 179
2023
Q1 		$218K Buy
+4,080
New +$217K 0.04% 173

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