CPG
REFI

Cornerstone Planning Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Cornerstone Planning Group’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-35
Closed -$532 – 1664
2024
Q4 		$532 Sell
35
-47
-57% -$714 ﹤0.01% 1115
2024
Q3 		$1.25K Sell
82
-43
-34% -$655 ﹤0.01% 884
2024
Q2 		$1.9K Buy
125
+82
+191% +$1.25K ﹤0.01% 785
2024
Q1 		$688 Buy
+43
New +$688 ﹤0.01% 861