Allworth Financial’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 | $27K | Buy |
589
+288
| +96% | +$13.6K | ﹤0.01% | 2778 |
|
|
2025
Q4 | $13.9K | Sell |
301
-39
| -11% | -$1.82K | ﹤0.01% | 3039 |
|
|
2025
Q3 | $17.3K | Buy |
340
+84
| +33% | +$4.29K | ﹤0.01% | 2793 |
|
|
2025
Q2 | $12K | Buy |
256
+149
| +139% | +$6.52K | ﹤0.01% | 2803 |
|
|
2025
Q1 | $4.56K | Hold |
107
| – | – | ﹤0.01% | 2813 |
|
|
2024
Q4 | $5.45K | Sell |
107
-59
| -36% | -$2.7K | ﹤0.01% | 2721 |
|
|
2024
Q3 | $7.12K | Sell |
166
-38
| -19% | -$1.62K | ﹤0.01% | 2414 |
|
|
2024
Q2 | $9.23K | Buy |
204
+141
| +224% | +$6.13K | ﹤0.01% | 2254 |
|
|
2024
Q1 | $2.86K | Hold |
63
| – | – | ﹤0.01% | 2666 |
|
|
2023
Q4 | $3.14K | Sell |
63
-28
| -31% | -$1.15K | ﹤0.01% | 2468 |
|
|
2023
Q3 | $3.37K | Sell |
91
-112
| -55% | -$4.54K | ﹤0.01% | 2302 |
|
|
2023
Q2 | $8.15K | Buy |
203
+193
| +1,930% | +$6.92K | ﹤0.01% | 1926 |
|
|
2023
Q1 | $342 | Buy |
10
+3
| +43% | +$126 | ﹤0.01% | 2913 |
|
|
2022
Q4 | $280 | Sell |
7
-7
| -50% | -$301 | ﹤0.01% | 2738 |
|
|
2022
Q3 | $1K | Sell |
14
-5
| -26% | -$201 | ﹤0.01% | 2453 |
|
|
2022
Q2 | $1K | Buy |
19
+1
| +6% | +$39 | ﹤0.01% | 2218 |
|
|
2022
Q1 | $1K | Buy |
18
+11
| +157% | +$513 | ﹤0.01% | 1982 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2073 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | +$292 | ﹤0.01% | 1951 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$1K | – | 916 |
|
|
2018
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 853 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 898 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$1.67K | ﹤0.01% | 718 |
|
Other funds holding OZK
WA
VPM
VCM
