Stifel Financial’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,183
| Closed | -$1.07M | – | 3383 |
|
|
2021
Q4 | $1.07M | Sell |
16,183
-5,442
| -25% | -$360K | ﹤0.01% | 2074 |
|
|
2021
Q3 | $1.82M | Buy |
21,625
+15,955
| +281% | +$1.34M | ﹤0.01% | 1645 |
|
|
2021
Q2 | $720K | Buy |
5,670
+1,003
| +21% | +$127K | ﹤0.01% | 2349 |
|
|
2021
Q1 | $512K | Sell |
4,667
-228
| -5% | -$25K | ﹤0.01% | 2471 |
|
|
2020
Q4 | $699K | Sell |
4,895
-1,806
| -27% | -$258K | ﹤0.01% | 2104 |
|
|
2020
Q3 | $473K | Sell |
6,701
-315
| -4% | -$22.2K | ﹤0.01% | 2125 |
|
|
2020
Q2 | $491K | Buy |
+7,016
| New | +$491K | ﹤0.01% | 2052 |
|
|
2020
Q1 | – | Sell |
-35,249
| Closed | -$2.21M | – | 2850 |
|
|
2019
Q4 | $2.21M | Buy |
35,249
+4,707
| +15% | +$295K | ﹤0.01% | 1273 |
|
|
2019
Q3 | $1.02M | Buy |
+30,542
| New | +$1.02M | ﹤0.01% | 1738 |
|