NewEdge 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
Q1
Sell
-8
Closed -$123 4086
2024
Q4
$123 Hold
8
﹤0.01% 3771
2024
Q3
$124 Hold
8
﹤0.01% 3710
2024
Q2
$123 Buy
+8
New +$123 ﹤0.01% 3680