Commonwealth Equity Services’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$627K Buy
2025
Q2
$671K Buy
2025
Q1
$685K Buy
2024
Q4
$689K Buy
2024
Q3
$664K Buy
2024
Q2
$574K Buy
2024
Q1
$574K Buy
2023
Q4
$567K Buy
2023
Q3
$503K Buy
2023
Q2
$506K Buy
2023
Q1
$439 Buy
2022
Q4
$377K Buy
2022
Q3
$352K Buy
2022
Q2
$359K Buy
2022
Q1
$212K Buy