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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-66,227
Closed -$703K 881
2022
Q4
$703K Sell
66,227
-430
-0.6% -$4.29K 0.06% 401
2022
Q3
$657K Hold
66,657
0.06% 417
2022
Q2
$655K Sell
66,657
-1,430
-2% -$14.1K 0.06% 436
2022
Q1
$673K Sell
68,087
-6,220
-8% -$61.4K 0.06% 437
2021
Q4
$743K Buy
+74,307
New +$741K 0.07% 396

Schechter Investment Advisors's LOKM.U Position: Q1 2023 in Review

Schechter Investment Advisors sold out of Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant (LOKM.U) in Q1 2023, closing a stake of 66,227 shares — an estimated $703K sold.

Schechter Investment Advisors first reported a position in LOKM.U in Q4 2021 and held it in 5 quarters. The position peaked at $743K in Q4 2021. 0 funds tracked by Wall St. Rank hold LOKM.U as of Q1 2023.

  • Schechter Investment Advisors reported no remaining Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant position as of Q1 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 66,227 Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant shares in Q1 2023, an estimated $703K.
  • Schechter Investment Advisors first reported a position in Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant in Q4 2021 and held it in 5 quarters.
  • Schechter Investment Advisors's Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant position peaked at $743K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Live Oak Mobility Acquisition Corp. Units, each consisting of one share of Class A common stock, and one-fifth of one warrant as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.