Carson Wealth (CWM LLC)’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Sell |
35,746
-9,623
| -21% | -$453K | 0.01% | 1008 |
|
|
2025
Q1 | $1.97M | Buy |
45,369
+17,412
| +62% | +$756K | 0.01% | 835 |
|
|
2024
Q4 | $1.25M | Buy |
27,957
+6,004
| +27% | +$267K | 0.01% | 964 |
|
|
2024
Q3 | $944K | Buy |
21,953
+12,207
| +125% | +$525K | ﹤0.01% | 1071 |
|
|
2024
Q2 | $400K | Buy |
9,746
+9,288
| +2,028% | +$381K | ﹤0.01% | 1277 |
|
|
2024
Q1 | $21K | Buy |
458
+205
| +81% | +$9.4K | ﹤0.01% | 2883 |
|
|
2023
Q4 | $13K | Buy |
253
+2
| +0.8% | +$103 | ﹤0.01% | 3037 |
|
|
2023
Q3 | $9K | Sell |
251
-104
| -29% | -$3.73K | ﹤0.01% | 3196 |
|
|
2023
Q2 | $14K | Sell |
355
-39
| -10% | -$1.54K | ﹤0.01% | 2874 |
|
|
2023
Q1 | $13K | Sell |
394
-419
| -52% | -$13.8K | ﹤0.01% | 2800 |
|
|
2022
Q4 | $33K | Buy |
813
+573
| +239% | +$23.3K | ﹤0.01% | 2022 |
|
|
2022
Q3 | $9K | Buy |
240
+175
| +269% | +$6.56K | ﹤0.01% | 2761 |
|
|
2022
Q2 | $2K | Sell |
65
-65
| -50% | -$2K | ﹤0.01% | 3375 |
|
|
2022
Q1 | $6K | Buy |
130
+84
| +183% | +$3.88K | ﹤0.01% | 2764 |
|
|
2021
Q4 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 3146 |
|
|
2021
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2021
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2020
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2020
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2020
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2020
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2019
Q4 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2019
Q3 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2019
Q2 | $2K | Hold |
43
| – | – | ﹤0.01% | 2658 |
|
|
2019
Q1 | $2K | Sell |
43
-6
| -12% | -$279 | ﹤0.01% | 2658 |
|
|
2018
Q4 | $1K | Buy |
49
+41
| +513% | +$837 | ﹤0.01% | 1951 |
|
|
2018
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1944 |
|
|
2018
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1746 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1507 |
|
|
2017
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1541 |
|
|
2017
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1535 |
|
|
2017
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1274 |
|
|
2017
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1272 |
|