UAG
REFI

United Advisor Group’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

United Advisor Group’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 		– Sell
-14,550
Closed -$224K – 382
2024
Q4 		$224K Sell
14,550
-6,000
-29% -$92.5K 0.04% 339
2024
Q3 		$319K Buy
+20,550
New +$319K 0.07% 268