Venturi 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
Q1 | – | Sell |
-473
| Closed | -$28K | – | 1297 |
|
|
2024
Q4 | $28K | Buy |
473
+84
| +22% | +$4.97K | ﹤0.01% | 1184 |
|
|
2024
Q3 | $23.6K | Buy |
389
+140
| +56% | +$8.5K | ﹤0.01% | 968 |
|
|
2024
Q2 | $12.7K | Sell |
249
-57
| -19% | -$2.9K | ﹤0.01% | 1051 |
|
|
2024
Q1 | $15.4K | Sell |
306
-10,120
| -97% | -$510K | ﹤0.01% | 807 |
|
|
2023
Q4 | $535K | Sell |
10,426
-758
| -7% | -$38.9K | 0.04% | 252 |
|
|
2023
Q3 | $542K | Sell |
11,184
-2,155
| -16% | -$104K | 0.04% | 230 |
|
|
2023
Q2 | $700K | Sell |
13,339
-4,161
| -24% | -$218K | 0.06% | 195 |
|
|
2023
Q1 | $935K | Sell |
17,500
-2,159
| -11% | -$115K | 0.08% | 168 |
|
|
2022
Q4 | $1.09M | Sell |
19,659
-466
| -2% | -$25.7K | 0.1% | 151 |
|
|
2022
Q3 | $1.07M | Sell |
20,125
-1,335
| -6% | -$70.7K | 0.1% | 123 |
|
|
2022
Q2 | $1.26M | Sell |
21,460
-360
| -2% | -$21.1K | 0.11% | 110 |
|
|
2022
Q1 | $1.36M | Sell |
21,820
-1,501
| -6% | -$93.8K | 0.1% | 110 |
|
|
2021
Q4 | $1.43M | Sell |
23,321
-1,434
| -6% | -$88.2K | 0.11% | 114 |
|
|
2021
Q3 | $1.39M | Sell |
24,755
-2,747
| -10% | -$154K | 0.12% | 110 |
|
|
2021
Q2 | $1.53M | Sell |
27,502
-3,697
| -12% | -$206K | 0.14% | 103 |
|
|
2021
Q1 | $1.69M | Sell |
31,199
-9,604
| -24% | -$520K | 0.16% | 92 |
|
|
2020
Q4 | $2.1M | Sell |
40,803
-4,476
| -10% | -$231K | 0.22% | 77 |
|
|
2020
Q3 | $2.34M | Sell |
45,279
-5,659
| -11% | -$292K | 0.27% | 68 |
|
|
2020
Q2 | $2.44M | Buy |
50,938
+5,392
| +12% | +$258K | 0.33% | 64 |
|
|
2020
Q1 | $2.2M | Buy |
+45,546
| New | +$2.2M | 0.38% | 65 |
|