Wills Financial Group’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Wills Financial Group’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	-10,000	Closed	-$3K	–	63
2022 Q3	$3K	Hold	10,000	–	–	﹤0.01%	58
2022 Q2	$4K	Hold	10,000	–	–	﹤0.01%	62
2022 Q1	$14K	Hold	10,000	–	–	0.01%	70
2021 Q4	$22K	Sell	10,000 -1,000	-9%	-$3.28K	0.01%	68
2021 Q3	$41K	Hold	11,000	–	–	0.02%	67
2021 Q2	$60K	Buy	+11,000	New	+$69.4K	0.03%	71

Wills Financial Group's LOTZ Position: Q4 2022 in Review

Wills Financial Group sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 10,000 shares — an estimated $3K sold.

Wills Financial Group first reported a position in LOTZ in Q2 2021 and held it in 6 quarters. The position peaked at $60K in Q2 2021. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

Wills Financial Group reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
Wills Financial Group sold 10,000 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $3K.
Wills Financial Group first reported a position in CarLotz, Inc. Class A Common Stock in Q2 2021 and held it in 6 quarters.
Wills Financial Group's CarLotz, Inc. Class A Common Stock position peaked at $60K in Q2 2021.
1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

Based on Wills Financial Group's 13F filing for Q4 2022, filed 14 Feb 2023.