WFA
West Financial Advisors’s Alliant Energy LNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
10,768
| – | – | 0.11% | 40 |
|
|
2025
Q1 | $693K | Hold |
10,768
| – | – | 0.13% | 40 |
|
|
2024
Q4 | $637K | Hold |
10,768
| – | – | 0.12% | 40 |
|
|
2024
Q3 | $654K | Hold |
10,768
| – | – | 0.13% | 39 |
|
|
2024
Q2 | $548K | Sell |
10,768
-2,999
| -22% | -$153K | 0.11% | 41 |
|
|
2024
Q1 | $694K | Buy |
13,767
+2,999
| +28% | +$151K | 0.15% | 38 |
|
|
2023
Q4 | $552K | Hold |
10,768
| – | – | 0.13% | 40 |
|
|
2023
Q3 | $522K | Hold |
10,768
| – | – | 0.13% | 40 |
|
|
2023
Q2 | $565K | Hold |
10,768
| – | – | 0.14% | 35 |
|
|
2023
Q1 | $575K | Hold |
10,768
| – | – | 0.15% | 33 |
|
|
2022
Q4 | $595K | Hold |
10,768
| – | – | 0.17% | 32 |
|
|
2022
Q3 | $571K | Hold |
10,768
| – | – | 0.17% | 34 |
|
|
2022
Q2 | $631K | Hold |
10,768
| – | – | 0.18% | 32 |
|
|
2022
Q1 | $673K | Hold |
10,768
| – | – | 0.18% | 34 |
|
|
2021
Q4 | $662K | Hold |
10,768
| – | – | 0.18% | 34 |
|
|
2021
Q3 | $603K | Hold |
10,768
| – | – | 0.18% | 32 |
|
|
2021
Q2 | $600K | Hold |
10,768
| – | – | 0.18% | 27 |
|
|
2021
Q1 | $583K | Hold |
10,768
| – | – | 0.2% | 27 |
|
|
2020
Q4 | $555K | Buy |
+10,768
| New | +$555K | 0.2% | 23 |
|