SFS
Summit Financial Strategies’s Cardlytics CDLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Hold |
14,000
| – | – | ﹤0.01% | 154 |
|
|
2025
Q1 | $25.5K | Hold |
14,000
| – | – | ﹤0.01% | 147 |
|
|
2024
Q4 | $51.9K | Hold |
14,000
| – | – | 0.01% | 144 |
|
|
2024
Q3 | $44.8K | Hold |
14,000
| – | – | 0.01% | 146 |
|
|
2024
Q2 | $115K | Hold |
14,000
| – | – | 0.01% | 143 |
|
|
2024
Q1 | $203K | Hold |
14,000
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $129K | Hold |
14,000
| – | – | 0.02% | 138 |
|
|
2023
Q3 | $231K | Hold |
14,000
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $88.5K | Hold |
14,000
| – | – | 0.02% | 124 |
|
|
2023
Q1 | $47.5K | Buy |
+14,000
| New | +$47.5K | 0.01% | 121 |
|