Shepherd Financial Partners’s Alliant Energy LNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$205K | 0.03% | 203 |
|
|
2023
Q3 | – | Sell |
-4,000
| Closed | -$210K | – | 193 |
|
|
2023
Q2 | $210K | Sell |
4,000
-80
| -2% | -$4.2K | 0.03% | 179 |
|
|
2023
Q1 | $218K | Buy |
+4,080
| New | +$218K | 0.04% | 173 |
|