SOA Wealth Advisors’s Alliant Energy LNT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-241
| Closed | -$14.6K | – | 890 |
|
2024
Q3 | $14.6K | Hold |
241
| – | – | ﹤0.01% | 492 |
|
2024
Q2 | $12.3K | Hold |
241
| – | – | ﹤0.01% | 511 |
|
2024
Q1 | $12.1K | Hold |
241
| – | – | ﹤0.01% | 512 |
|
2023
Q4 | $12.4K | Sell |
241
-350
| -59% | -$18K | ﹤0.01% | 493 |
|
2023
Q3 | $28.6K | Hold |
591
| – | – | 0.01% | 354 |
|
2023
Q2 | $31K | Hold |
591
| – | – | 0.01% | 350 |
|
2023
Q1 | $31.6K | Hold |
591
| – | – | 0.01% | 347 |
|
2022
Q4 | $32.6K | Hold |
591
| – | – | 0.01% | 332 |
|
2022
Q3 | $31K | Hold |
591
| – | – | 0.01% | 317 |
|
2022
Q2 | $34K | Hold |
591
| – | – | 0.01% | 305 |
|
2022
Q1 | $36K | Hold |
591
| – | – | 0.01% | 356 |
|
2021
Q4 | $36K | Hold |
591
| – | – | 0.01% | 349 |
|
2021
Q3 | $33K | Hold |
591
| – | – | 0.01% | 372 |
|
2021
Q2 | $32K | Hold |
591
| – | – | 0.01% | 381 |
|
2021
Q1 | $32K | Sell |
591
-1
| -0.2% | -$54 | 0.01% | 323 |
|
2020
Q4 | $29K | Buy |
+592
| New | +$29K | 0.01% | 338 |
|