Schwarz Dygos Wheeler Investment Advisors’s Local Bounti LOCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-48,825
| Closed | -$101K | – | 162 |
|
|
2025
Q1 | $101K | Hold |
48,825
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $101K | Hold |
48,825
| – | – | 0.02% | 154 |
|
|
2024
Q3 | $122K | Buy |
+48,825
| New | +$122K | 0.03% | 150 |
|
|
2024
Q2 | – | Sell |
-27,588
| Closed | -$80.3K | – | 146 |
|
|
2024
Q1 | $80.3K | Hold |
27,588
| – | – | 0.02% | 144 |
|
|
2023
Q4 | $57.1K | Hold |
27,588
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $67.6K | Buy |
27,588
+2,004
| +8% | +$4.91K | 0.02% | 137 |
|
|
2023
Q2 | $69.6K | Sell |
25,584
-1
| -0% | -$3 | 0.02% | 137 |
|
|
2023
Q1 | $265K | Buy |
25,585
+21,970
| +608% | +$228K | 0.1% | 113 |
|
|
2022
Q4 | $65.3K | Buy |
+3,615
| New | +$65.3K | 0.03% | 129 |
|