UBS Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
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|
2025
Q1 | $172K | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $152K | Sell |
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|
2024
Q1 | $340K | Sell |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $25.5K | Buy |
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|
2022
Q4 | $24.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $56K | Buy |
|