Summit Financial Strategies’s Cardlytics CDLX Stock Holding History

Summit Financial Strategies’s Portfolio CDLX Stock Details CDLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$23K	Hold
2025 Q1	$25.5K	Hold
2024 Q4	$51.9K	Hold
2024 Q3	$44.8K	Hold
2024 Q2	$115K	Hold
2024 Q1	$203K	Hold
2023 Q4	$129K	Hold
2023 Q3	$231K	Hold
2023 Q2	$88.5K	Hold
2023 Q1	$47.5K	Buy