Dumont & Blake Investment Advisors’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 | $157K | Hold |
11,217
| – | – | 0.04% | 196 |
|
|
2025
Q1 | $165K | Hold |
11,217
| – | – | 0.05% | 194 |
|
|
2024
Q4 | $173K | Hold |
11,217
| – | – | 0.05% | 192 |
|
|
2024
Q3 | $174K | Sell |
11,217
-11,217
| -50% | -$174K | 0.05% | 193 |
|
|
2024
Q2 | $345K | Buy |
22,434
+11,217
| +100% | +$172K | 0.05% | 190 |
|
|
2024
Q1 | $177K | Hold |
11,217
| – | – | 0.05% | 191 |
|
|
2023
Q4 | $181K | Hold |
11,217
| – | – | 0.06% | 186 |
|
|
2023
Q3 | $165K | Hold |
11,217
| – | – | 0.06% | 178 |
|
|
2023
Q2 | $170K | Hold |
11,217
| – | – | 0.06% | 181 |
|
|
2023
Q1 | $152K | Buy |
+11,217
| New | +$152K | 0.05% | 185 |
|