Everett Harris & Co’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 | $258K | Sell |
18,500
-6,000
| -24% | -$83.8K | ﹤0.01% | 287 |
|
|
2025
Q1 | $360K | Hold |
24,500
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $378K | Hold |
24,500
| – | – | ﹤0.01% | 223 |
|
|
2024
Q3 | $380K | Hold |
24,500
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $376K | Hold |
24,500
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $386K | Hold |
24,500
| – | – | 0.01% | 202 |
|
|
2023
Q4 | $396K | Hold |
24,500
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $361K | Hold |
24,500
| – | – | 0.01% | 199 |
|
|
2023
Q2 | $371K | Hold |
24,500
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $331K | Hold |
24,500
| – | – | 0.01% | 202 |
|
|
2022
Q4 | $369K | Hold |
24,500
| – | – | 0.01% | 196 |
|
|
2022
Q3 | $353K | Buy |
24,500
+3,500
| +17% | +$50.4K | 0.01% | 194 |
|
|
2022
Q2 | $316K | Hold |
21,000
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $372K | Buy |
+21,000
| New | +$372K | 0.01% | 211 |
|