Carolinas Wealth Consulting’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-38
| Closed | -$1.88K | – | 1123 |
|
2023
Q4 | $1.88K | Buy |
38
+2
| +6% | +$99 | ﹤0.01% | 749 |
|
2023
Q3 | $1.3K | Sell |
36
-8
| -18% | -$288 | ﹤0.01% | 786 |
|
2023
Q2 | $1.75K | Buy |
44
+28
| +175% | +$1.11K | ﹤0.01% | 836 |
|
2023
Q1 | $547 | Hold |
16
| – | – | ﹤0.01% | 983 |
|
2022
Q4 | $641 | Buy |
+16
| New | +$641 | ﹤0.01% | 966 |
|
2022
Q1 | – | Sell |
-97
| Closed | -$5K | – | 989 |
|
2021
Q4 | $5K | Sell |
97
-8
| -8% | -$412 | ﹤0.01% | 713 |
|
2021
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 680 |
|
2021
Q2 | $4K | Hold |
105
| – | – | ﹤0.01% | 737 |
|
2021
Q1 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 743 |
|