Bell Investment Advisors’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 | $5.88K | Buy |
125
+30
| +32% | +$1.41K | ﹤0.01% | 912 |
|
|
2025
Q1 | $4.13K | Sell |
95
-1
| -1% | -$43 | ﹤0.01% | 1008 |
|
|
2024
Q4 | $4.28K | Buy |
96
+69
| +256% | +$3.07K | ﹤0.01% | 993 |
|
|
2024
Q3 | $1.16K | Hold |
27
| – | – | ﹤0.01% | 1548 |
|
|
2024
Q2 | $1.11K | Hold |
27
| – | – | ﹤0.01% | 1582 |
|
|
2024
Q1 | $1.23K | Hold |
27
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q4 | $1.35K | Buy |
+27
| New | +$1.35K | ﹤0.01% | 1485 |
|
|
2023
Q2 | – | Sell |
-47
| Closed | -$1.61K | – | 1970 |
|
|
2023
Q1 | $1.61K | Buy |
+47
| New | +$1.61K | ﹤0.01% | 1372 |
|
|
2022
Q4 | – | Sell |
-13
| Closed | -$1K | – | 2000 |
|
|
2022
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $2K | Buy |
45
+28
| +165% | +$1.24K | ﹤0.01% | 1196 |
|
|
2021
Q3 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1502 |
|