Creative Planning’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
$109K Buy
+16,223
New +$109K ﹤0.01% 3392
2024
Q2
Sell
-20,949
Closed -$363K 3029
2024
Q1
$363K Buy
+20,949
New +$363K ﹤0.01% 2087
2023
Q2
Sell
-49
Closed -$993 2591
2023
Q1
$993 Buy
+49
New +$993 ﹤0.01% 2454