Concourse Financial Group Securities’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 5829 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6613 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6609 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 6626 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 6624 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 6554 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 6411 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 6259 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 6030 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 6033 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 5853 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 5812 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 5699 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 5685 |
|