AWM
Avior Wealth Management’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 2393 |
|
|
2024
Q2 | $41K | Sell |
1,000
-338
| -25% | -$13.9K | ﹤0.01% | 1166 |
|
|
2024
Q1 | $60.8K | Buy |
+1,338
| New | +$60.8K | ﹤0.01% | 1160 |
|
|
2018
Q4 | – | Sell |
-2,168
| Closed | -$82K | – | 745 |
|
|
2018
Q3 | $82K | Hold |
2,168
| – | – | 0.02% | 455 |
|
|
2018
Q2 | $98K | Buy |
2,168
+353
| +19% | +$16K | 0.02% | 442 |
|
|
2018
Q1 | $88K | Buy |
1,815
+364
| +25% | +$17.6K | 0.02% | 451 |
|
|
2017
Q4 | $70K | Buy |
+1,451
| New | +$70K | 0.02% | 463 |
|