HighTower 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 | $1.19M | Buy |
84,981
+3,052
| +4% | +$42.6K | ﹤0.01% | 1893 |
|
|
2025
Q1 | $1.2M | Buy |
81,929
+3,363
| +4% | +$49.4K | ﹤0.01% | 1831 |
|
|
2024
Q4 | $1.21M | Buy |
78,566
+2,148
| +3% | +$33.1K | ﹤0.01% | 1834 |
|
|
2024
Q3 | $1.19M | Sell |
76,418
-67,142
| -47% | -$1.04M | ﹤0.01% | 1825 |
|
|
2024
Q2 | $2.21M | Sell |
143,560
-43,954
| -23% | -$675K | ﹤0.01% | 1392 |
|
|
2024
Q1 | $2.96M | Buy |
187,514
+8,413
| +5% | +$133K | ﹤0.01% | 1226 |
|
|
2023
Q4 | $2.9M | Buy |
179,101
+5,767
| +3% | +$93.3K | ﹤0.01% | 1233 |
|
|
2023
Q3 | $2.55M | Buy |
173,334
+5,508
| +3% | +$81.1K | ﹤0.01% | 1245 |
|
|
2023
Q2 | $2.54M | Sell |
167,826
-2,197
| -1% | -$33.3K | 0.01% | 1214 |
|
|
2023
Q1 | $2.3M | Sell |
170,023
-126,918
| -43% | -$1.71M | 0.01% | 1205 |
|
|
2022
Q4 | $4.48M | Sell |
296,941
-16,881
| -5% | -$255K | 0.01% | 905 |
|
|
2022
Q3 | $4.52M | Buy |
313,822
+6,840
| +2% | +$98.5K | 0.01% | 841 |
|
|
2022
Q2 | $4.63M | Buy |
306,982
+159,453
| +108% | +$2.4M | 0.01% | 862 |
|
|
2022
Q1 | $2.62M | Buy |
+147,529
| New | +$2.62M | 0.01% | 1218 |
|