TWA
TCI Wealth Advisors’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
3,873
-28
| -0.7% | -$1.69K | 0.02% | 213 |
|
|
2025
Q1 | $251K | Buy |
3,901
+37
| +1% | +$2.38K | 0.02% | 185 |
|
|
2024
Q4 | $229K | Hold |
3,864
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $235K | Buy |
+3,864
| New | +$235K | 0.02% | 213 |
|
|
2023
Q3 | – | Sell |
-3,838
| Closed | -$201K | – | 200 |
|
|
2023
Q2 | $201K | Buy |
3,838
+3,163
| +469% | +$166K | 0.03% | 187 |
|
|
2023
Q1 | $36K | Sell |
675
-1
| -0.1% | -$53 | ﹤0.01% | 513 |
|
|
2022
Q4 | $37.3K | Sell |
676
-33
| -5% | -$1.82K | 0.01% | 483 |
|
|
2022
Q3 | $38K | Buy |
709
+9
| +1% | +$482 | 0.01% | 445 |
|
|
2022
Q2 | $41K | Hold |
700
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $44K | Hold |
700
| – | – | 0.01% | 437 |
|
|
2021
Q4 | $43K | Sell |
700
-273
| -28% | -$16.8K | 0.01% | 444 |
|
|
2021
Q3 | $54K | Buy |
973
+4
| +0.4% | +$222 | 0.01% | 379 |
|
|
2021
Q2 | $54K | Hold |
969
| – | – | 0.01% | 359 |
|
|
2021
Q1 | $52K | Hold |
969
| – | – | 0.02% | 328 |
|
|
2020
Q4 | $50K | Sell |
969
-172
| -15% | -$8.88K | 0.02% | 309 |
|
|
2020
Q3 | $59K | Buy |
1,141
+508
| +80% | +$26.3K | 0.02% | 271 |
|
|
2020
Q2 | $30K | Sell |
633
-1
| -0.2% | -$47 | 0.01% | 371 |
|
|
2020
Q1 | $31K | Hold |
634
| – | – | 0.02% | 378 |
|
|
2019
Q4 | $35K | Sell |
634
-107
| -14% | -$5.91K | 0.01% | 448 |
|
|
2019
Q3 | $40K | Buy |
741
+380
| +105% | +$20.5K | 0.02% | 361 |
|
|
2019
Q2 | $18K | Hold |
361
| – | – | 0.01% | 487 |
|
|
2019
Q1 | $17K | Hold |
361
| – | – | 0.01% | 516 |
|
|
2018
Q4 | $15K | Buy |
361
+6
| +2% | +$249 | 0.01% | 524 |
|
|
2018
Q3 | $15K | Hold |
355
| – | – | 0.01% | 555 |
|
|
2018
Q2 | $15K | Hold |
355
| – | – | 0.01% | 554 |
|
|
2018
Q1 | $15K | Hold |
355
| – | – | 0.01% | 541 |
|
|
2017
Q4 | $15K | Hold |
355
| – | – | 0.01% | 551 |
|
|
2017
Q3 | $15K | Sell |
355
-17
| -5% | -$718 | 0.01% | 520 |
|
|
2017
Q2 | $15K | Hold |
372
| – | – | 0.01% | 508 |
|
|
2017
Q1 | $15K | Hold |
372
| – | – | 0.01% | 498 |
|
|
2016
Q4 | $14K | Hold |
372
| – | – | 0.01% | 557 |
|
|
2016
Q3 | $14K | Hold |
372
| – | – | 0.01% | 503 |
|
|
2016
Q2 | $15K | Buy |
372
+272
| +272% | +$11K | 0.01% | 484 |
|
|
2016
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 652 |
|
|
2015
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 679 |
|
|
2015
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 598 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 541 |
|
|
2014
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 501 |
|
|
2014
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 532 |
|
|
2014
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 553 |
|
|
2014
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 517 |
|
|
2013
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 547 |
|
|
2013
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 451 |
|