BlackDiamond Wealth Management’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 | $235K | Sell |
4,802
-56
| -1% | -$2.74K | 0.14% | 147 |
|
|
2025
Q1 | $217K | Sell |
4,858
-4,692
| -49% | -$209K | 0.15% | 143 |
|
|
2024
Q4 | $425K | Sell |
9,550
-1,885
| -16% | -$83.9K | 0.25% | 91 |
|
|
2024
Q3 | $551K | Sell |
11,435
-1,885
| -14% | -$90.8K | 0.33% | 73 |
|
|
2024
Q2 | $551K | Buy |
13,320
+536
| +4% | +$22.2K | 0.36% | 69 |
|
|
2024
Q1 | $581K | Sell |
12,784
-24
| -0.2% | -$1.09K | 0.41% | 63 |
|
|
2023
Q4 | $538K | Buy |
12,808
+632
| +5% | +$26.6K | 0.4% | 59 |
|
|
2023
Q3 | $437K | Sell |
12,176
-34
| -0.3% | -$1.22K | 0.39% | 60 |
|
|
2023
Q2 | $514K | Buy |
12,210
+685
| +6% | +$28.9K | 0.43% | 62 |
|
|
2023
Q1 | $390K | Buy |
11,525
+131
| +1% | +$4.44K | 0.4% | 63 |
|
|
2022
Q4 | $467K | Buy |
11,394
+731
| +7% | +$30K | 0.53% | 52 |
|
|
2022
Q3 | $453K | Sell |
10,663
-709
| -6% | -$30.1K | 0.55% | 45 |
|
|
2022
Q2 | $444K | Buy |
11,372
+4
| +0% | +$156 | 0.55% | 49 |
|
|
2022
Q1 | $485K | Buy |
11,368
+17
| +0.1% | +$725 | 0.58% | 51 |
|
|
2021
Q4 | $528K | Buy |
+11,351
| New | +$528K | 0.61% | 53 |
|