Jefferies Financial Group’s Cardlytics CDLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$142K Hold
86,150
﹤0.01% 892
2025
Q1
$157K Hold
86,150
﹤0.01% 1184
2024
Q4
$320K Hold
86,150
﹤0.01% 963
2024
Q3
$276K Hold
86,150
﹤0.01% 883
2024
Q2
$707K Buy
86,150
+16,500
+24% +$135K 0.01% 641
2024
Q1
$1.01M Buy
69,650
+58,000
+498% +$840K 0.01% 591
2023
Q4
$107K Sell
11,650
-4,367
-27% -$40.2K ﹤0.01% 1127
2023
Q3
$264K Buy
+16,017
New +$264K ﹤0.01% 863