CAPTRUST Financial Advisors’s Live Oak Crestview Climate Acquisition Corp. LOCC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,815
Closed -$174K 2851
2023
Q3
$174K Buy
+16,815
New +$174K ﹤0.01% 2328

CAPTRUST Financial Advisors's LOCC Position: Q4 2023 in Review

CAPTRUST Financial Advisors sold out of Live Oak Crestview Climate Acquisition Corp. (LOCC) in Q4 2023, closing a stake of 16,815 shares — an estimated $174K sold.

CAPTRUST Financial Advisors first reported a position in LOCC in Q3 2023 and held it in 1 quarter. The position peaked at $174K in Q3 2023. 0 funds tracked by Wall St. Rank hold LOCC as of Q4 2023.

  • CAPTRUST Financial Advisors reported no remaining Live Oak Crestview Climate Acquisition Corp. position as of Q4 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 16,815 Live Oak Crestview Climate Acquisition Corp. shares in Q4 2023, an estimated $174K.
  • CAPTRUST Financial Advisors first reported a position in Live Oak Crestview Climate Acquisition Corp. in Q3 2023 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Live Oak Crestview Climate Acquisition Corp. position peaked at $174K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Live Oak Crestview Climate Acquisition Corp. as of Q4 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.