Allworth Financial’s Fluence Energy FLNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79K | Buy |
+267
| New | +$1.79K | ﹤0.01% | 3750 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$240 | – | 4094 |
|
|
2024
Q4 | $240 | Sell |
18
-15
| -45% | -$200 | ﹤0.01% | 3747 |
|
|
2024
Q3 | $750 | Buy |
33
+22
| +200% | +$500 | ﹤0.01% | 3320 |
|
|
2024
Q2 | $176 | Buy |
+11
| New | +$176 | ﹤0.01% | 3565 |
|
|
2024
Q1 | – | Sell |
-67
| Closed | -$1.6K | – | 3631 |
|
|
2023
Q4 | $1.6K | Buy |
67
+62
| +1,240% | +$1.48K | ﹤0.01% | 2768 |
|
|
2023
Q3 | $115 | Buy |
+5
| New | +$115 | ﹤0.01% | 3329 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$137 | – | 3236 |
|
|
2022
Q4 | $137 | Buy |
+8
| New | +$137 | ﹤0.01% | 2879 |
|