Allen Mooney & Barnes Investment Advisors’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 | $522K | Hold |
11,088
| – | – | 0.09% | 103 |
|
|
2025
Q1 | $482K | Hold |
11,088
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $494K | Hold |
11,088
| – | – | 0.08% | 104 |
|
|
2024
Q3 | $477K | Hold |
11,088
| – | – | 0.08% | 105 |
|
|
2024
Q2 | $455K | Hold |
11,088
| – | – | 0.08% | 107 |
|
|
2024
Q1 | $477K | Hold |
11,088
| – | – | 0.09% | 105 |
|
|
2023
Q4 | $553K | Buy |
11,088
+168
| +2% | +$8.37K | 0.11% | 90 |
|
|
2023
Q3 | $405K | Hold |
10,920
| – | – | 0.09% | 102 |
|
|
2023
Q2 | $439K | Hold |
10,920
| – | – | 0.1% | 95 |
|
|
2023
Q1 | $373K | Hold |
10,920
| – | – | 0.09% | 98 |
|
|
2022
Q4 | $437K | Hold |
10,920
| – | – | 0.11% | 90 |
|
|
2022
Q3 | $432K | Hold |
10,920
| – | – | 0.12% | 88 |
|
|
2022
Q2 | $410K | Hold |
10,920
| – | – | 0.1% | 94 |
|
|
2022
Q1 | $466K | Buy |
+10,920
| New | +$466K | 0.1% | 101 |
|