Raymond James Financial
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Raymond James Financial’s Belpointe PREP OZ Stock Holding History

Raymond James Financial’s Portfolio OZ Stock Details OZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Hold
3,582
– – ﹤0.01% 4415
2025
Q1 		$231K Hold
3,582
– – ﹤0.01% 4306
2024
Q4 		$277K Buy
+3,582
New +$277K ﹤0.01% 4200