Synergy Asset Management’s Belpointe PREP OZ Stock Holding History

Synergy Asset Management’s Portfolio OZ Stock Details OZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$368K	Hold
2024 Q3	$361K	Hold
2024 Q2	$303K	Hold
2024 Q1	$318K	Hold
2023 Q4	$404K	Hold
2023 Q3	$448K	Buy