Schechter Investment Advisors’s Live Oak Crestview Climate Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-third of one warrant LOCC.U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$538K Sell
2023
Q1
$582K Sell
2022
Q4
$606K Buy
2022
Q3
$565K Buy
2022
Q2
$524K Hold
2022
Q1
$533K Sell
2021
Q4
$587K Buy