Creative Planning’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.5K | Hold |
18,515
| – | – | ﹤0.01% | 3537 |
|
|
2025
Q1 | $33.7K | Sell |
18,515
-2,353
| -11% | -$4.28K | ﹤0.01% | 3355 |
|
|
2024
Q4 | $77.4K | Sell |
20,868
-8,669
| -29% | -$32.2K | ﹤0.01% | 3180 |
|
|
2024
Q3 | $94.5K | Buy |
29,537
+7,721
| +35% | +$24.7K | ﹤0.01% | 3027 |
|
|
2024
Q2 | $179K | Buy |
21,816
+3,646
| +20% | +$29.9K | ﹤0.01% | 2694 |
|
|
2024
Q1 | $263K | Buy |
18,170
+6
| +0% | +$87 | ﹤0.01% | 2345 |
|
|
2023
Q4 | $167K | Buy |
18,164
+90
| +0.5% | +$829 | ﹤0.01% | 2478 |
|
|
2023
Q3 | $298K | Buy |
18,074
+318
| +2% | +$5.25K | ﹤0.01% | 1945 |
|
|
2023
Q2 | $112K | Buy |
17,756
+33
| +0.2% | +$209 | ﹤0.01% | 2316 |
|
|
2023
Q1 | $60.2K | Buy |
+17,723
| New | +$60.2K | ﹤0.01% | 2302 |
|