Concord Wealth Partners’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19
| Closed | -$846 | – | 923 |
|
|
2024
Q4 | $846 | Hold |
19
| – | – | ﹤0.01% | 818 |
|
|
2024
Q3 | $817 | Buy |
+19
| New | +$817 | ﹤0.01% | 853 |
|
|
2022
Q3 | – | Sell |
-174
| Closed | -$7K | – | 825 |
|
|
2022
Q2 | $7K | Hold |
174
| – | – | ﹤0.01% | 756 |
|
|
2022
Q1 | $7K | Hold |
174
| – | – | ﹤0.01% | 842 |
|
|
2021
Q4 | $8K | Buy |
+174
| New | +$8K | ﹤0.01% | 837 |
|
|
2021
Q3 | – | Sell |
-174
| Closed | -$7K | – | 997 |
|
|
2021
Q2 | $7K | Buy |
+174
| New | +$7K | ﹤0.01% | 687 |
|