HB Wealth Management’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

HB Wealth Management’s Portfolio LOTZ Stock Details LOTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-805,056	Closed	-$242K	–	713
2022 Q3	$242K	Hold	805,056	–	–	0.01%	491
2022 Q2	$317K	Hold	805,056	–	–	0.01%	430
2022 Q1	$1.1M	Buy	+805,056	New	+$1.52M	0.02%	258

HB Wealth Management's LOTZ Position: Q4 2022 in Review

HB Wealth Management sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 805,056 shares — an estimated $242K sold.

HB Wealth Management first reported a position in LOTZ in Q1 2022 and held it in 3 quarters. The position peaked at $1.1M in Q1 2022. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

HB Wealth Management reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
HB Wealth Management sold 805,056 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $242K.
HB Wealth Management first reported a position in CarLotz, Inc. Class A Common Stock in Q1 2022 and held it in 3 quarters.
HB Wealth Management's CarLotz, Inc. Class A Common Stock position peaked at $1.1M in Q1 2022.
1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.