Cresset Asset Management’s Local Bounti LOCL Stock Holding History

Cresset Asset Management’s Portfolio LOCL Stock Details LOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$501K	Hold
2025 Q1	$441K	Hold
2024 Q4	$443K	Sell
2024 Q3	$1.07M	Hold
2024 Q2	$1.2M	Buy
2024 Q1	$623K	Sell
2023 Q4	$443K	Buy
2023 Q3	$525K	Buy