Fidelity Investments’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
$25.3K Sell
1,809
-16
-0.9% -$223 ﹤0.01% 4198
2025
Q1
$26.8K Buy
1,825
+290
+19% +$4.26K ﹤0.01% 4111
2024
Q4
$23.7K Buy
1,535
+1,147
+296% +$17.7K ﹤0.01% 4144
2024
Q3
$6.02K Buy
388
+178
+85% +$2.76K ﹤0.01% 4571
2024
Q2
$3.22K Buy
210
+1
+0.5% +$15 ﹤0.01% 4637
2024
Q1
$3.3K Sell
209
-118
-36% -$1.86K ﹤0.01% 4599
2023
Q4
$5.28K Buy
+327
New +$5.28K ﹤0.01% 4428