Smith Salley Wealth Management’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 | – | Sell |
-3,112
| Closed | -$200K | – | 262 |
|
|
2025
Q1 | $200K | Buy |
+3,112
| New | +$200K | 0.01% | 242 |
|
|
2020
Q1 | – | Sell |
-3,868
| Closed | -$212K | – | 196 |
|
|
2019
Q4 | $212K | Hold |
3,868
| – | – | 0.03% | 190 |
|
|
2019
Q3 | $209K | Buy |
+3,868
| New | +$209K | 0.03% | 183 |
|
|
2016
Q3 | – | Sell |
-5,348
| Closed | -$212K | – | 159 |
|
|
2016
Q2 | $212K | Sell |
5,348
-1,150
| -18% | -$45.6K | 0.05% | 150 |
|
|
2016
Q1 | $241K | Sell |
6,498
-500
| -7% | -$18.5K | 0.06% | 137 |
|
|
2015
Q4 | $219K | Hold |
6,998
| – | – | 0.05% | 144 |
|
|
2015
Q3 | $205K | Hold |
6,998
| – | – | 0.06% | 147 |
|
|
2015
Q2 | $202K | Hold |
6,998
| – | – | 0.05% | 156 |
|
|
2015
Q1 | $220K | Buy |
+6,998
| New | +$220K | 0.06% | 150 |
|