Larson Financial Group’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 | $50.3K | Buy |
3,601
+681
| +23% | +$9.51K | ﹤0.01% | 1067 |
|
|
2025
Q1 | $42.9K | Buy |
2,920
+2,129
| +269% | +$31.3K | ﹤0.01% | 1082 |
|
|
2024
Q4 | $12.2K | Buy |
791
+68
| +9% | +$1.05K | ﹤0.01% | 1411 |
|
|
2024
Q3 | $11.2K | Sell |
723
-869
| -55% | -$13.5K | ﹤0.01% | 1429 |
|
|
2024
Q2 | $24.5K | Buy |
1,592
+14
| +0.9% | +$215 | ﹤0.01% | 995 |
|
|
2024
Q1 | $24.9K | Buy |
1,578
+1,210
| +329% | +$19.1K | ﹤0.01% | 836 |
|
|
2023
Q4 | $5.96K | Buy |
368
+10
| +3% | +$162 | ﹤0.01% | 1139 |
|
|
2023
Q3 | $5.27K | Buy |
+358
| New | +$5.27K | ﹤0.01% | 1158 |
|