Allworth Financial’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 | $12K | Buy |
256
+149
| +139% | +$7.01K | ﹤0.01% | 2795 |
|
|
2025
Q1 | $4.56K | Hold |
107
| – | – | ﹤0.01% | 2806 |
|
|
2024
Q4 | $5.45K | Sell |
107
-59
| -36% | -$3.01K | ﹤0.01% | 2716 |
|
|
2024
Q3 | $7.12K | Sell |
166
-38
| -19% | -$1.63K | ﹤0.01% | 2412 |
|
|
2024
Q2 | $9.23K | Buy |
204
+141
| +224% | +$6.38K | ﹤0.01% | 2254 |
|
|
2024
Q1 | $2.86K | Hold |
63
| – | – | ﹤0.01% | 2666 |
|
|
2023
Q4 | $3.14K | Sell |
63
-28
| -31% | -$1.4K | ﹤0.01% | 2468 |
|
|
2023
Q3 | $3.37K | Sell |
91
-112
| -55% | -$4.15K | ﹤0.01% | 2302 |
|
|
2023
Q2 | $8.15K | Buy |
203
+193
| +1,930% | +$7.75K | ﹤0.01% | 1926 |
|
|
2023
Q1 | $342 | Buy |
10
+3
| +43% | +$103 | ﹤0.01% | 2913 |
|
|
2022
Q4 | $280 | Sell |
7
-7
| -50% | -$280 | ﹤0.01% | 2736 |
|
|
2022
Q3 | $1K | Sell |
14
-5
| -26% | -$357 | ﹤0.01% | 2451 |
|
|
2022
Q2 | $1K | Buy |
19
+1
| +6% | +$53 | ﹤0.01% | 2218 |
|
|
2022
Q1 | $1K | Buy |
18
+11
| +157% | +$611 | ﹤0.01% | 1982 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2073 |
|
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤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 | +$2K | ﹤0.01% | 718 |
|