HB Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

HB Wealth Management’s Portfolio REFI Stock Details REFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$160K	Buy
2025 Q2	$174K	Buy
2025 Q1	$183K	Hold
2024 Q4	$191K	Buy
2022 Q4	–	Sell
2022 Q3	$288K	Buy