LPL Financial’s Belpointe PREP OZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
16,478
| – | – | ﹤0.01% | 3675 |
|
|
2025
Q1 | $1.06M | Sell |
16,478
-100
| -0.6% | -$6.45K | ﹤0.01% | 3471 |
|
|
2024
Q4 | $1.28M | Sell |
16,578
-310
| -2% | -$24K | ﹤0.01% | 3255 |
|
|
2024
Q3 | $1.17M | Sell |
16,888
-15
| -0.1% | -$1.04K | ﹤0.01% | 3208 |
|
|
2024
Q2 | $979K | Buy |
+16,903
| New | +$979K | ﹤0.01% | 3234 |
|
|
2023
Q3 | – | Sell |
-15,440
| Closed | -$1.33M | – | 4697 |
|
|
2023
Q2 | $1.33M | Buy |
+15,440
| New | +$1.33M | ﹤0.01% | 2605 |
|