Brown Advisory’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$286K Hold
2025
Q2
$193K Hold
2025
Q1
$214K Sell
2024
Q4
$626K Sell
2024
Q3
$543K Sell
2024
Q2
$1.99M Hold
2024
Q1
$3.52M Buy
2023
Q4
$1.84M Buy
2023
Q3
$3.24M Buy
2023
Q2
$888K Buy
2023
Q1
$290K Sell
2022
Q4
$1.31M Buy
2022
Q3
$1.17M Buy
2022
Q2
Sell
2022
Q1
$318K Buy
2021
Q4
$300K Hold
2021
Q3
$381K Sell
2021
Q2
$1.11M Buy
2021
Q1
$920K Sell
2020
Q4
$1.29M Buy