Wells Fargo’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 | $155K | Buy |
11,136
+710
| +7% | +$9.91K | ﹤0.01% | 4526 |
|
|
2025
Q1 | $153K | Buy |
10,426
+232
| +2% | +$3.41K | ﹤0.01% | 4414 |
|
|
2024
Q4 | $157K | Buy |
10,194
+2,432
| +31% | +$37.5K | ﹤0.01% | 4449 |
|
|
2024
Q3 | $120K | Buy |
7,762
+333
| +4% | +$5.17K | ﹤0.01% | 4514 |
|
|
2024
Q2 | $114K | Buy |
7,429
+1,656
| +29% | +$25.4K | ﹤0.01% | 4495 |
|
|
2024
Q1 | $91K | Buy |
5,773
+743
| +15% | +$11.7K | ﹤0.01% | 4571 |
|
|
2023
Q4 | $81.4K | Buy |
5,030
+993
| +25% | +$16.1K | ﹤0.01% | 4619 |
|
|
2023
Q3 | $59.4K | Sell |
4,037
-2,110
| -34% | -$31.1K | ﹤0.01% | 4750 |
|
|
2023
Q2 | $93.1K | Buy |
6,147
+5,190
| +542% | +$78.6K | ﹤0.01% | 4821 |
|
|
2023
Q1 | $12.9K | Buy |
+957
| New | +$12.9K | ﹤0.01% | 5452 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 7319 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 6889 |
|