AFAS
Acorn Financial Advisory Services’s Cardlytics CDLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
326,152
-11,277
| -3% | -$18.6K | 0.09% | 113 |
|
|
2025
Q1 | $614K | Buy |
337,429
+91,623
| +37% | +$167K | 0.11% | 90 |
|
|
2024
Q4 | $912K | Buy |
245,806
+81,397
| +50% | +$302K | 0.15% | 73 |
|
|
2024
Q3 | $526K | Buy |
164,409
+47,358
| +40% | +$152K | 0.09% | 106 |
|
|
2024
Q2 | $961K | Sell |
117,051
-48,585
| -29% | -$399K | 0.18% | 69 |
|
|
2024
Q1 | $2.4M | Buy |
165,636
+42,708
| +35% | +$619K | 0.45% | 28 |
|
|
2023
Q4 | $1.13M | Sell |
122,928
-18,462
| -13% | -$170K | 0.2% | 79 |
|
|
2023
Q3 | $2.33M | Sell |
141,390
-73,981
| -34% | -$1.22M | 0.42% | 30 |
|
|
2023
Q2 | $1.36M | Sell |
215,371
-95,245
| -31% | -$602K | 0.24% | 57 |
|
|
2023
Q1 | $1.05M | Buy |
310,616
+40,800
| +15% | +$139K | 0.21% | 75 |
|
|
2022
Q4 | $1.56M | Buy |
269,816
+209,081
| +344% | +$1.21M | 0.33% | 39 |
|
|
2022
Q3 | $571K | Buy |
60,735
+30,593
| +101% | +$288K | 0.14% | 114 |
|
|
2022
Q2 | $672K | Buy |
30,142
+1,504
| +5% | +$33.5K | 0.16% | 90 |
|
|
2022
Q1 | $1.58M | Buy |
28,638
+416
| +1% | +$22.9K | 0.32% | 53 |
|
|
2021
Q4 | $1.87M | Buy |
28,222
+8,300
| +42% | +$548K | 0.37% | 43 |
|
|
2021
Q3 | $1.67M | Buy |
19,922
+4,973
| +33% | +$417K | 0.52% | 45 |
|
|
2021
Q2 | $1.9M | Buy |
14,949
+1,097
| +8% | +$139K | 0.56% | 45 |
|
|
2021
Q1 | $1.52M | Sell |
13,852
-292
| -2% | -$32K | 0.55% | 48 |
|
|
2020
Q4 | $2.02M | Sell |
14,144
-3,433
| -20% | -$490K | 0.79% | 24 |
|
|
2020
Q3 | $1.24M | Buy |
17,577
+566
| +3% | +$39.9K | 0.65% | 34 |
|
|
2020
Q2 | $1.19M | Sell |
17,011
-15
| -0.1% | -$1.05K | 0.83% | 23 |
|
|
2020
Q1 | $595K | Buy |
+17,026
| New | +$595K | 0.59% | 53 |
|