Schechter Investment Advisors’s Live Oak Crestview Climate Acquisition Corp. LOCC Stock Holding History

Schechter Investment Advisors’s Portfolio LOCC Stock Details LOCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-174,957	Closed	-$1.81M	–	707
2023 Q3	$1.81M	Sell	174,957 -74,526	-30%	-$769K	0.18%	115
2023 Q2	$2.56M	Buy	+249,483	New	+$2.54M	0.23%	80

Schechter Investment Advisors's LOCC Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Live Oak Crestview Climate Acquisition Corp. (LOCC) in Q4 2023, closing a stake of 174,957 shares — an estimated $1.81M sold.

Schechter Investment Advisors first reported a position in LOCC in Q2 2023 and held it in 2 quarters. The position peaked at $2.56M in Q2 2023. 0 funds tracked by Wall St. Rank hold LOCC as of Q4 2023.

Schechter Investment Advisors reported no remaining Live Oak Crestview Climate Acquisition Corp. position as of Q4 2023 after selling out during the quarter.
Schechter Investment Advisors sold 174,957 Live Oak Crestview Climate Acquisition Corp. shares in Q4 2023, an estimated $1.81M.
Schechter Investment Advisors first reported a position in Live Oak Crestview Climate Acquisition Corp. in Q2 2023 and held it in 2 quarters.
Schechter Investment Advisors's Live Oak Crestview Climate Acquisition Corp. position peaked at $2.56M in Q2 2023.
0 funds tracked by Wall St. Rank held Live Oak Crestview Climate Acquisition Corp. as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.