Callan Family Office’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 | $279K | Buy |
5,938
+59
| +1% | +$2.78K | 0.01% | 791 |
|
|
2025
Q1 | $255K | Hold |
5,879
| – | – | 0.02% | 467 |
|
|
2024
Q4 | $262K | Buy |
5,879
+440
| +8% | +$19.6K | 0.02% | 527 |
|
|
2024
Q3 | $234K | Sell |
5,439
-162
| -3% | -$6.96K | 0.04% | 166 |
|
|
2024
Q2 | $230K | Buy |
5,601
+173
| +3% | +$7.09K | 0.04% | 136 |
|
|
2024
Q1 | $247K | Hold |
5,428
| – | – | 0.06% | 86 |
|
|
2023
Q4 | $270K | Hold |
5,428
| – | – | 0.07% | 84 |
|
|
2023
Q3 | $201K | Hold |
5,428
| – | – | 0.05% | 86 |
|
|
2023
Q2 | $218K | Buy |
+5,428
| New | +$218K | 0.06% | 101 |
|
|
2023
Q1 | – | Sell |
-5,428
| Closed | -$217K | – | 154 |
|
|
2022
Q4 | $217K | Buy |
+5,428
| New | +$217K | 0.07% | 95 |
|