OPS
REFI

Orion Portfolio Solutions’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Orion Portfolio Solutions’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$159K Sell
10,843
-14,325
-57% -$211K ﹤0.01% 1827
2024
Q4 		$388K Buy
25,168
+15,092
+150% +$233K ﹤0.01% 1436
2024
Q3 		$156K Sell
10,076
-953
-9% -$14.8K ﹤0.01% 1728
2024
Q2 		$169K Sell
11,029
-4,902
-31% -$75.3K ﹤0.01% 1655
2024
Q1 		$251K Buy
+15,931
New +$251K ﹤0.01% 1527