Prospera Financial Services’s Fluence Energy FLNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$499K	Sell	36,300 -4,208	-10%	-$84.4K	0.01%	986
2025 Q4	$801K	Sell	40,508 -33,801	-45%	-$637K	0.01%	764
2025 Q3	$803K	Sell	74,309 -4,371	-6%	-$36.5K	0.01%	769
2025 Q2	$528K	Buy	78,680 +59,449	+309%	+$283K	0.01%	881
2025 Q1	$93.2K	Sell	19,231 -13,498	-41%	-$129K	﹤0.01%	1144
2024 Q4	$520K	Sell	32,729 -2,369	-7%	-$46.4K	0.01%	732
2024 Q3	$797K	Sell	35,098 -1,357	-4%	-$24.5K	0.02%	568
2024 Q2	$632K	Buy	36,455 +683	+2%	+$13.1K	0.02%	629
2024 Q1	$620K	Buy	35,772 +11,459	+47%	+$210K	0.02%	629
2023 Q4	$580K	Buy	24,313 +7,460	+44%	+$157K	0.02%	608
2023 Q3	$387K	Buy	16,853 +60	+0.4%	+$1.55K	0.02%	700
2023 Q2	$447K	Hold	16,793	–	–	0.02%	651
2023 Q1	$340K	Hold	16,793	–	–	0.01%	746
2022 Q4	$288K	Buy	16,793 +1,390	+9%	+$21.9K	0.01%	726
2022 Q3	$225K	Buy	15,403 +241	+2%	+$3.64K	0.01%	742
2022 Q2	$144K	Buy	+15,162	New	+$148K	0.01%	811