Waverly Advisors’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 | $389K | Buy |
6,435
+197
| +3% | +$11.9K | ﹤0.01% | 882 |
|
|
2025
Q1 | $401K | Buy |
6,238
+130
| +2% | +$8.37K | ﹤0.01% | 835 |
|
|
2024
Q4 | $361K | Buy |
6,108
+1,473
| +32% | +$87.1K | 0.01% | 767 |
|
|
2024
Q3 | $281K | Sell |
4,635
-48
| -1% | -$2.91K | 0.01% | 698 |
|
|
2024
Q2 | $238K | Sell |
4,683
-539
| -10% | -$27.4K | ﹤0.01% | 721 |
|
|
2024
Q1 | $263K | Buy |
+5,222
| New | +$263K | 0.01% | 601 |
|