Acorn Financial Advisory Services’s Bank OZK OZK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$353K	Sell	7,703 -86	-1%	-$4.05K	0.05%	151
2025 Q4	$358K	Buy	7,789 +1,100	+16%	+$51.5K	0.05%	141
2025 Q3	$341K	Sell	6,689 -904	-12%	-$46.2K	0.05%	149
2025 Q2	$357K	Sell	7,593 -96	-1%	-$4.2K	0.06%	138
2025 Q1	$334K	Sell	7,689 -1,645	-18%	-$77.8K	0.06%	133
2024 Q4	$416K	Sell	9,334 -124	-1%	-$5.67K	0.07%	132
2024 Q3	$407K	Buy	9,458 +53	+0.6%	+$2.26K	0.07%	129
2024 Q2	$386K	Buy	9,405 +60	+0.6%	+$2.61K	0.07%	127
2024 Q1	$425K	Sell	9,345 -844	-8%	-$37.8K	0.08%	121
2023 Q4	$508K	Buy	10,189 +93	+0.9%	+$3.83K	0.09%	138
2023 Q3	$374K	Sell	10,096 -793	-7%	-$32.1K	0.07%	166
2023 Q2	$437K	Buy	10,889 +640	+6%	+$23K	0.08%	151
2023 Q1	$351K	Buy	10,249 +1,309	+15%	+$54.9K	0.07%	162
2022 Q4	$358K	Sell	8,940 -2,854	-24%	-$123K	0.08%	155
2022 Q3	$467K	Sell	11,794 -650	-5%	-$26.2K	0.11%	125
2022 Q2	$467K	Buy	12,444 +88	+0.7%	+$3.47K	0.11%	125
2022 Q1	$528K	Sell	12,356 -3,013	-20%	-$140K	0.11%	126
2021 Q4	$715K	Sell	15,369 -502	-3%	-$22.9K	0.14%	98
2021 Q3	$682K	Sell	15,871 -9	-0.1%	-$375	0.21%	99
2021 Q2	$670K	Buy	15,880 +110	+0.7%	+$4.59K	0.2%	118
2021 Q1	$644K	Buy	15,770 +319	+2%	+$12.6K	0.24%	102
2020 Q4	$483K	Sell	15,451 -193	-1%	-$5.21K	0.19%	127
2020 Q3	$334K	Buy	15,644 +174	+1%	+$4.05K	0.18%	145
2020 Q2	$363K	Buy	15,470 +224	+1%	+$4.8K	0.25%	124
2020 Q1	$255K	Sell	15,246 -557	-4%	-$14.3K	0.25%	128
2019 Q4	$482K	Buy	+15,803	New	+$463K	0.4%	82