Summit Securities Group’s Cardlytics CDLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-104
| Closed | -$189 | – | 981 |
|
|
2025
Q1 | $189 | Buy |
+104
| New | +$189 | ﹤0.01% | 600 |
|
|
2024
Q1 | – | Sell |
-21,597
| Closed | -$199K | – | 369 |
|
|
2023
Q4 | $199K | Buy |
+21,597
| New | +$199K | 0.02% | 114 |
|
|
2022
Q4 | – | Sell |
-72
| Closed | -$1K | – | 930 |
|
|
2022
Q3 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 658 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 743 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 851 |
|