Concourse Financial Group Securities’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1339 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3255 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 3252 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3298 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 3310 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 3258 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 3257 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 3244 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3203 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 3147 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2933 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2999 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2954 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 3126 |
|
|
2021
Q3 | – | Sell |
-41
| Closed | -$5K | – | 3107 |
|
|
2021
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 2001 |
|
|
2020
Q4 | $6K | Hold |
41
| – | – | ﹤0.01% | 1832 |
|
|
2020
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 1918 |
|
|
2020
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 1807 |
|
|
2020
Q1 | $1K | Sell |
41
-8
| -16% | -$195 | ﹤0.01% | 2004 |
|
|
2019
Q4 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 1746 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2376 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 2762 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2739 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 2610 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2156 |
|