Beacon Pointe Advisors’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,439
| Closed | -$247K | – | 1324 |
|
|
2024
Q1 | $247K | Sell |
5,439
-808
| -13% | -$36.7K | ﹤0.01% | 1157 |
|
|
2023
Q4 | $311K | Buy |
6,247
+247
| +4% | +$12.3K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $222K | Sell |
6,000
-483
| -7% | -$17.9K | ﹤0.01% | 1177 |
|
|
2023
Q2 | $260K | Buy |
+6,483
| New | +$260K | ﹤0.01% | 919 |
|
|
2023
Q1 | – | Sell |
-5,277
| Closed | -$211K | – | 1187 |
|
|
2022
Q4 | $211K | Sell |
5,277
-219
| -4% | -$8.77K | ﹤0.01% | 982 |
|
|
2022
Q3 | $217K | Sell |
5,496
-313
| -5% | -$12.4K | ﹤0.01% | 903 |
|
|
2022
Q2 | $217K | Sell |
5,809
-548
| -9% | -$20.5K | ﹤0.01% | 940 |
|
|
2022
Q1 | $271K | Sell |
6,357
-1,479
| -19% | -$63.1K | ﹤0.01% | 1021 |
|
|
2021
Q4 | $365K | Buy |
7,836
+33
| +0.4% | +$1.54K | 0.01% | 662 |
|
|
2021
Q3 | $335K | Hold |
7,803
| – | – | 0.01% | 664 |
|
|
2021
Q2 | $329K | Buy |
7,803
+20
| +0.3% | +$843 | 0.01% | 635 |
|
|
2021
Q1 | $319K | Sell |
7,783
-319
| -4% | -$13.1K | 0.02% | 373 |
|
|
2020
Q4 | $253K | Buy |
+8,102
| New | +$253K | 0.02% | 410 |
|