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Sowell Financial Services LLC → REFI
Sowell Financial Services LLC REFI Position History
Chicago Atlantic Real Estate Finance, Inc. • Financial Services
Quarters held
5
Latest value
$5.1M
Q3 2026
Peak value
$5.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.9M |
| Q1 2026 | $4.6M |
| Q2 2026 | $5M |
| Q3 2026 | $5.1M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 531.4K | — | — |
| Q3 2026 | $5.1M | 531.4K | — | — |
| Q2 2026 | $5M | 511.4K | — | — |
| Q1 2026 | $4.6M | 493.4K | — | — |
| Q4 2025 | $4.9M | 478.2K | — | — |
Other funds holding REFI
$13.5M
$13.2M
$13.1M
$12.7M
$10.6M
$10.1M
$8.5M