BAAM
Baker Avenue Asset Management’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+5,010
| New | +$236K | 0.01% | 437 |
|
|
2023
Q4 | – | Sell |
-52
| Closed | -$1.93K | – | 1136 |
|
|
2023
Q3 | $1.93K | Buy |
+52
| New | +$1.93K | ﹤0.01% | 1135 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$320 | – | 1704 |
|
|
2022
Q4 | $320 | Buy |
+8
| New | +$320 | ﹤0.01% | 1493 |
|
|
2019
Q1 | – | Sell |
-57,898
| Closed | -$1.32M | – | 264 |
|
|
2018
Q4 | $1.32M | Buy |
+57,898
| New | +$1.32M | 0.13% | 119 |
|