SOA Wealth Advisors’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

SOA Wealth Advisors’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	-125	Closed	–	–	1024
2022 Q3	$0	Hold	125	–	–	﹤0.01%	1031
2022 Q2	$0	Hold	125	–	–	﹤0.01%	1077
2022 Q1	$0	Hold	125	–	–	﹤0.01%	1032
2021 Q4	$0	Hold	125	–	–	﹤0.01%	1012
2021 Q3	$0	Hold	125	–	–	﹤0.01%	1011
2021 Q2	$0	Hold	125	–	–	﹤0.01%	989
2021 Q1	$0	Hold	125	–	–	﹤0.01%	949
2020 Q4	$1K	Buy	+125	New	+$1.28K	﹤0.01%	778

SOA Wealth Advisors's LOTZ Position: Q4 2022 in Review

SOA Wealth Advisors sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 125 shares.

SOA Wealth Advisors first reported a position in LOTZ in Q4 2020 and held it in 8 quarters. The position peaked at $1K in Q4 2020. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

SOA Wealth Advisors reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 125 CarLotz, Inc. Class A Common Stock shares in Q4 2022.
SOA Wealth Advisors first reported a position in CarLotz, Inc. Class A Common Stock in Q4 2020 and held it in 8 quarters.
SOA Wealth Advisors's CarLotz, Inc. Class A Common Stock position peaked at $1K in Q4 2020.
1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.