Acorn Financial Advisory Services’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
7,593
-96
| -1% | -$4.52K | 0.06% | 138 |
|
|
2025
Q1 | $334K | Sell |
7,689
-1,645
| -18% | -$71.5K | 0.06% | 133 |
|
|
2024
Q4 | $416K | Sell |
9,334
-124
| -1% | -$5.52K | 0.07% | 132 |
|
|
2024
Q3 | $407K | Buy |
9,458
+53
| +0.6% | +$2.28K | 0.07% | 129 |
|
|
2024
Q2 | $386K | Buy |
9,405
+60
| +0.6% | +$2.46K | 0.07% | 127 |
|
|
2024
Q1 | $425K | Sell |
9,345
-844
| -8% | -$38.4K | 0.08% | 121 |
|
|
2023
Q4 | $508K | Buy |
10,189
+93
| +0.9% | +$4.63K | 0.09% | 138 |
|
|
2023
Q3 | $374K | Sell |
10,096
-793
| -7% | -$29.4K | 0.07% | 166 |
|
|
2023
Q2 | $437K | Buy |
10,889
+640
| +6% | +$25.7K | 0.08% | 151 |
|
|
2023
Q1 | $351K | Buy |
10,249
+1,309
| +15% | +$44.8K | 0.07% | 162 |
|
|
2022
Q4 | $358K | Sell |
8,940
-2,854
| -24% | -$114K | 0.08% | 155 |
|
|
2022
Q3 | $467K | Sell |
11,794
-650
| -5% | -$25.7K | 0.11% | 125 |
|
|
2022
Q2 | $467K | Buy |
12,444
+88
| +0.7% | +$3.3K | 0.11% | 125 |
|
|
2022
Q1 | $528K | Sell |
12,356
-3,013
| -20% | -$129K | 0.11% | 126 |
|
|
2021
Q4 | $715K | Sell |
15,369
-502
| -3% | -$23.4K | 0.14% | 98 |
|
|
2021
Q3 | $682K | Sell |
15,871
-9
| -0.1% | -$387 | 0.21% | 99 |
|
|
2021
Q2 | $670K | Buy |
15,880
+110
| +0.7% | +$4.64K | 0.2% | 118 |
|
|
2021
Q1 | $644K | Buy |
15,770
+319
| +2% | +$13K | 0.24% | 102 |
|
|
2020
Q4 | $483K | Sell |
15,451
-193
| -1% | -$6.03K | 0.19% | 127 |
|
|
2020
Q3 | $334K | Buy |
15,644
+174
| +1% | +$3.72K | 0.18% | 145 |
|
|
2020
Q2 | $363K | Buy |
15,470
+224
| +1% | +$5.26K | 0.25% | 124 |
|
|
2020
Q1 | $255K | Sell |
15,246
-557
| -4% | -$9.32K | 0.25% | 128 |
|
|
2019
Q4 | $482K | Buy |
+15,803
| New | +$482K | 0.4% | 82 |
|