Commonwealth Equity Services’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $671K | Buy |
48,070
+1,464
| +3% | +$20.4K | ﹤0.01% | 2910 |
|
|
2025
Q1 | $685K | Buy |
46,606
+1,947
| +4% | +$28.6K | ﹤0.01% | 2781 |
|
|
2024
Q4 | $689K | Buy |
44,659
+1,842
| +4% | +$28.4K | ﹤0.01% | 2713 |
|
|
2024
Q3 | $664K | Buy |
42,817
+5,480
| +15% | +$85K | ﹤0.01% | 2669 |
|
|
2024
Q2 | $574K | Buy |
37,337
+909
| +2% | +$14K | ﹤0.01% | 2717 |
|
|
2024
Q1 | $574K | Buy |
36,428
+1,363
| +4% | +$21.5K | ﹤0.01% | 2714 |
|
|
2023
Q4 | $567K | Buy |
35,065
+876
| +3% | +$14.2K | ﹤0.01% | 2591 |
|
|
2023
Q3 | $503K | Buy |
34,189
+821
| +2% | +$12.1K | ﹤0.01% | 2583 |
|
|
2023
Q2 | $506K | Buy |
33,368
+870
| +3% | +$13.2K | ﹤0.01% | 2616 |
|
|
2023
Q1 | $439 | Buy |
32,498
+7,467
| +30% | +$101 | ﹤0.01% | 2666 |
|
|
2022
Q4 | $377K | Buy |
25,031
+579
| +2% | +$8.72K | ﹤0.01% | 2700 |
|
|
2022
Q3 | $352K | Buy |
24,452
+563
| +2% | +$8.11K | ﹤0.01% | 2695 |
|
|
2022
Q2 | $359K | Buy |
23,889
+11,889
| +99% | +$179K | ﹤0.01% | 2670 |
|
|
2022
Q1 | $212K | Buy |
+12,000
| New | +$212K | ﹤0.01% | 3282 |
|