Farther Finance Advisors’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$66 Hold
40
﹤0.01% 4343
2025
Q1
$76 Sell
40
-3
-7% -$6 ﹤0.01% 4095
2024
Q4
$160 Hold
43
﹤0.01% 3703
2024
Q3
$138 Hold
43
﹤0.01% 3725
2024
Q2
$347 Hold
43
﹤0.01% 3359
2024
Q1
$622 Sell
43
-3
-7% -$43 ﹤0.01% 2949
2023
Q4
$424 Buy
+46
New +$424 ﹤0.01% 3018
2023
Q1
Sell
-73
Closed -$422 2362
2022
Q4
$422 Buy
+73
New +$422 ﹤0.01% 1865