Everett Harris & Co’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 | $237K | Hold |
|
|||||
|
2025
Q2 | $258K | Sell |
|
|||||
|
2025
Q1 | $360K | Hold |
|
|||||
|
2024
Q4 | $378K | Hold |
|
|||||
|
2024
Q3 | $380K | Hold |
|
|||||
|
2024
Q2 | $376K | Hold |
|
|||||
|
2024
Q1 | $386K | Hold |
|
|||||
|
2023
Q4 | $396K | Hold |
|
|||||
|
2023
Q3 | $361K | Hold |
|
|||||
|
2023
Q2 | $371K | Hold |
|
|||||
|
2023
Q1 | $331K | Hold |
|
|||||
|
2022
Q4 | $369K | Hold |
|
|||||
|
2022
Q3 | $353K | Buy |
|
|||||
|
2022
Q2 | $316K | Hold |
|
|||||
|
2022
Q1 | $372K | Buy |
|