Steward Partners Investment Advisory’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 | $2.89K | Sell |
431
-207
| -32% | -$1.39K | ﹤0.01% | 3652 |
|
2025
Q1 | $3.1K | Sell |
638
-8
| -1% | -$39 | ﹤0.01% | 3534 |
|
2024
Q4 | $10.3K | Buy |
646
+215
| +50% | +$3.41K | ﹤0.01% | 3085 |
|
2024
Q3 | $9.79K | Buy |
431
+150
| +53% | +$3.41K | ﹤0.01% | 2953 |
|
2024
Q2 | $4.87K | Hold |
281
| – | – | ﹤0.01% | 3057 |
|
2024
Q1 | $4.87K | Sell |
281
-500
| -64% | -$8.67K | ﹤0.01% | 3056 |
|
2023
Q4 | $18.6K | Sell |
781
-800
| -51% | -$19.1K | ﹤0.01% | 2442 |
|
2023
Q3 | $36.3K | Hold |
1,581
| – | – | ﹤0.01% | 2053 |
|
2023
Q2 | $42.1K | Buy |
1,581
+400
| +34% | +$10.7K | ﹤0.01% | 1951 |
|
2023
Q1 | $23.9K | Hold |
1,181
| – | – | ﹤0.01% | 2173 |
|
2022
Q4 | $20.3K | Sell |
1,181
-100
| -8% | -$1.72K | ﹤0.01% | 2228 |
|
2022
Q3 | $19K | Hold |
1,281
| – | – | ﹤0.01% | 2242 |
|
2022
Q2 | $12K | Hold |
1,281
| – | – | ﹤0.01% | 2444 |
|
2022
Q1 | $17K | Hold |
1,281
| – | – | ﹤0.01% | 2446 |
|
2021
Q4 | $46K | Buy |
+1,281
| New | +$46K | ﹤0.01% | 1963 |
|