CARDLYTICS INC

Ticker: CDLX CUSIP: 14161W105 Class: COM

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,000 Value ($000) $16 Avg Close $1.54 Range $0.96 - $2.67
Q3 2025
Shares 14,000 Value ($000) $34 Avg Close $1.67 Range $0.85 - $3.28
Q2 2025
Shares 14,000 Value ($000) $23 Avg Close $1.73 Range $1.22 - $2.31
Q1 2025
Shares 14,000 Value ($000) $25 Avg Close $2.86 Range $1.77 - $4.04
Q4 2024
Shares 14,000 Value ($000) $52 Avg Close $3.83 Range $3.01 - $5.25
Q3 2024
Shares 14,000 Value ($000) $45 Avg Close $5.55 Range $2.89 - $9.48
Q2 2024
Shares 14,000 Value ($000) $115 Avg Close $10.81 Range $7.72 - $15.89
Q1 2024
Shares 14,000 Value ($000) $203 Avg Close $8.44 Range $5.76 - $20.52
Q4 2023
Shares 14,000 Value ($000) $129 Avg Close $10.17 Range $5.71 - $16.41
Q3 2023
Shares 14,000 Value ($000) $231 Avg Close $12.99 Range $5.69 - $19.57
Q2 2023
Shares 14,000 Value ($000) $88 Avg Close $6.06 Range $3.26 - $8.86
Q1 2023
Shares 14,000 Value ($000) $48 Avg Close $5.22 Range $2.57 - $9.12