Martingale Asset Management’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 | $282K | Buy |
20,222
+981
| +5% | +$13.7K | 0.01% | 714 |
|
|
2025
Q1 | $283K | Buy |
19,241
+901
| +5% | +$13.2K | 0.01% | 687 |
|
|
2024
Q4 | $283K | Buy |
18,340
+295
| +2% | +$4.55K | 0.01% | 699 |
|
|
2024
Q3 | $280K | Buy |
18,045
+1,703
| +10% | +$26.4K | 0.01% | 719 |
|
|
2024
Q2 | $251K | Buy |
16,342
+711
| +5% | +$10.9K | 0.01% | 720 |
|
|
2024
Q1 | $247K | Hold |
15,631
| – | – | ﹤0.01% | 738 |
|
|
2023
Q4 | $253K | Buy |
15,631
+800
| +5% | +$12.9K | 0.01% | 725 |
|
|
2023
Q3 | $218K | Buy |
+14,831
| New | +$218K | ﹤0.01% | 737 |
|