LPL Financial’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
1,048,658
+189,252
| +22% | +$311K | ﹤0.01% | 3244 |
|
|
2025
Q1 | $1.56M | Buy |
859,406
+200,087
| +30% | +$364K | ﹤0.01% | 3146 |
|
|
2024
Q4 | $2.45M | Sell |
659,319
-25,467
| -4% | -$94.5K | ﹤0.01% | 2671 |
|
|
2024
Q3 | $2.19M | Buy |
684,786
+93,614
| +16% | +$300K | ﹤0.01% | 2615 |
|
|
2024
Q2 | $4.85M | Buy |
591,172
+72,322
| +14% | +$594K | ﹤0.01% | 1870 |
|
|
2024
Q1 | $7.52M | Buy |
518,850
+65,446
| +14% | +$948K | ﹤0.01% | 1506 |
|
|
2023
Q4 | $4.18M | Buy |
453,404
+29,254
| +7% | +$269K | ﹤0.01% | 1797 |
|
|
2023
Q3 | $7M | Buy |
424,150
+91,400
| +27% | +$1.51M | ﹤0.01% | 1388 |
|
|
2023
Q2 | $2.1M | Buy |
332,750
+81,409
| +32% | +$515K | ﹤0.01% | 2200 |
|
|
2023
Q1 | $853K | Buy |
251,341
+25,327
| +11% | +$86K | ﹤0.01% | 2854 |
|
|
2022
Q4 | $1.31M | Sell |
226,014
-49,162
| -18% | -$284K | ﹤0.01% | 2423 |
|
|
2022
Q3 | $2.59M | Buy |
275,176
+82,118
| +43% | +$772K | ﹤0.01% | 1791 |
|
|
2022
Q2 | $4.31M | Buy |
193,058
+55,952
| +41% | +$1.25M | ﹤0.01% | 1500 |
|
|
2022
Q1 | $7.54M | Buy |
137,106
+8,613
| +7% | +$474K | 0.01% | 1167 |
|
|
2021
Q4 | $8.49M | Buy |
128,493
+5,220
| +4% | +$345K | 0.01% | 1121 |
|
|
2021
Q3 | $10.3M | Buy |
123,273
+26,641
| +28% | +$2.24M | 0.01% | 941 |
|
|
2021
Q2 | $12.3M | Buy |
96,632
+26,286
| +37% | +$3.34M | 0.01% | 803 |
|
|
2021
Q1 | $7.72M | Buy |
70,346
+2,301
| +3% | +$252K | 0.01% | 958 |
|
|
2020
Q4 | $9.72M | Buy |
+68,045
| New | +$9.72M | 0.01% | 759 |
|
|
2020
Q3 | – | Sell |
-6,937
| Closed | -$485K | – | 3538 |
|
|
2020
Q2 | $485K | Buy |
+6,937
| New | +$485K | ﹤0.01% | 2397 |
|