AE Wealth Management’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,509
| Closed | -$464K | – | 1734 |
|
|
2023
Q4 | $464K | Buy |
+9,509
| New | +$464K | ﹤0.01% | 1471 |
|
|
2023
Q1 | – | Sell |
-14,749
| Closed | -$591K | – | 1965 |
|
|
2022
Q4 | $591K | Buy |
14,749
+1,485
| +11% | +$59.5K | ﹤0.01% | 1213 |
|
|
2022
Q3 | $525K | Buy |
+13,264
| New | +$525K | ﹤0.01% | 1236 |
|