Raymond James Financial Services Advisors’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-318,679
| Closed | -$5.26M | – | 3308 |
|
|
2023
Q3 | $5.26M | Buy |
+318,679
| New | +$5.26M | 0.01% | 986 |
|
|
2021
Q3 | – | Sell |
-1,899
| Closed | -$241K | – | 3245 |
|
|
2021
Q2 | $241K | Buy |
+1,899
| New | +$241K | ﹤0.01% | 2867 |
|
|
2021
Q1 | – | Sell |
-2,043
| Closed | -$292K | – | 3136 |
|
|
2020
Q4 | $292K | Sell |
2,043
-946
| -32% | -$135K | ﹤0.01% | 2478 |
|
|
2020
Q3 | $211K | Sell |
2,989
-7,810
| -72% | -$551K | ﹤0.01% | 2502 |
|
|
2020
Q2 | $756K | Buy |
+10,799
| New | +$756K | ﹤0.01% | 1661 |
|
|
2020
Q1 | – | Sell |
-17,336
| Closed | -$1.09M | – | 2428 |
|
|
2019
Q4 | $1.09M | Buy |
17,336
+5,466
| +46% | +$344K | ﹤0.01% | 1497 |
|
|
2019
Q3 | $398K | Buy |
+11,870
| New | +$398K | ﹤0.01% | 2047 |
|