Acorn Financial Advisory Services’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $614K | Buy |
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|
2024
Q4 | $912K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $961K | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $595K | Buy |
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