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Robertson Stephens Wealth Management’s Belpointe PREP OZ Stock Holding History

Robertson Stephens Wealth Management’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 		$1.37M Hold
21,424
– – 0.04% 226
2025
Q1 		$1.38M Hold
21,424
– – 0.05% 225
2024
Q4 		$1.66M Hold
21,424
– – 0.06% 213
2024
Q3 		$1.48M Buy
+21,424
New +$1.48M 0.05% 232