Cabot Wealth Management’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Buy |
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|
2025
Q1 | $12.8M | Sell |
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|
2024
Q4 | $13.1M | Buy |
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|
2024
Q3 | $12.6M | Buy |
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|
2024
Q2 | $11.9M | Sell |
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|
2024
Q1 | $13.3M | Sell |
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|
2023
Q4 | $19.1M | Sell |
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|
2023
Q3 | $16.1M | Buy |
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|
2023
Q2 | $17.4M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $15.7M | Sell |
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|
2022
Q3 | $19.7M | Buy |
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|
2022
Q2 | $18.7M | Sell |
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|
2022
Q1 | $21.3M | Sell |
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|
2021
Q4 | $23.3M | Buy |
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|
2021
Q3 | $20.9M | Buy |
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|
2021
Q2 | $20.4M | Buy |
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|
2021
Q1 | $19.1M | Buy |
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|
2020
Q4 | $13.8M | Buy |
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|
2020
Q3 | $8.81M | Buy |
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|
2020
Q2 | $4.63M | Buy |
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|
2020
Q1 | $2.52M | Buy |
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