Creative Planning’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 | $962K | Sell |
20,434
-154
| -0.7% | -$7.25K | ﹤0.01% | 1879 |
|
|
2025
Q1 | $895K | Buy |
20,588
+552
| +3% | +$24K | ﹤0.01% | 1797 |
|
|
2024
Q4 | $892K | Buy |
20,036
+1,137
| +6% | +$50.6K | ﹤0.01% | 1726 |
|
|
2024
Q3 | $812K | Sell |
18,899
-532
| -3% | -$22.9K | ﹤0.01% | 1688 |
|
|
2024
Q2 | $797K | Buy |
19,431
+3,999
| +26% | +$164K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $702K | Buy |
15,432
+2,816
| +22% | +$128K | ﹤0.01% | 1588 |
|
|
2023
Q4 | $629K | Buy |
12,616
+1,669
| +15% | +$83.2K | ﹤0.01% | 1533 |
|
|
2023
Q3 | $406K | Buy |
10,947
+295
| +3% | +$10.9K | ﹤0.01% | 1705 |
|
|
2023
Q2 | $428K | Buy |
+10,652
| New | +$428K | ﹤0.01% | 1654 |
|
|
2023
Q1 | – | Sell |
-8,690
| Closed | -$348K | – | 2615 |
|
|
2022
Q4 | $348K | Buy |
8,690
+789
| +10% | +$31.6K | ﹤0.01% | 1624 |
|
|
2022
Q3 | $313K | Buy |
7,901
+1,424
| +22% | +$56.4K | ﹤0.01% | 1614 |
|
|
2022
Q2 | $243K | Buy |
6,477
+1,272
| +24% | +$47.7K | ﹤0.01% | 1751 |
|
|
2022
Q1 | $222K | Buy |
5,205
+57
| +1% | +$2.43K | ﹤0.01% | 1826 |
|
|
2021
Q4 | $240K | Buy |
5,148
+63
| +1% | +$2.94K | ﹤0.01% | 1770 |
|
|
2021
Q3 | $219K | Sell |
5,085
-75
| -1% | -$3.23K | ﹤0.01% | 1807 |
|
|
2021
Q2 | $218K | Sell |
5,160
-226
| -4% | -$9.55K | ﹤0.01% | 1749 |
|
|
2021
Q1 | $220K | Sell |
5,386
-1,280
| -19% | -$52.3K | ﹤0.01% | 1990 |
|
|
2020
Q4 | $208K | Buy |
+6,666
| New | +$208K | ﹤0.01% | 1846 |
|
|
2017
Q4 | – | Sell |
-5,696
| Closed | -$274K | – | 1950 |
|
|
2017
Q3 | $274K | Buy |
5,696
+2,775
| +95% | +$133K | ﹤0.01% | 1370 |
|
|
2017
Q2 | $137K | Sell |
2,921
-1,635
| -36% | -$76.7K | ﹤0.01% | 1748 |
|
|
2017
Q1 | $237K | Buy |
4,556
+1,436
| +46% | +$74.7K | ﹤0.01% | 1383 |
|
|
2016
Q4 | $164K | Sell |
3,120
-1,551
| -33% | -$81.5K | ﹤0.01% | 1512 |
|
|
2016
Q3 | $179K | Buy |
4,671
+2,664
| +133% | +$102K | ﹤0.01% | 1454 |
|
|
2016
Q2 | $75K | Buy |
2,007
+1,007
| +101% | +$37.6K | ﹤0.01% | 1843 |
|
|
2016
Q1 | $42K | Buy |
1,000
+200
| +25% | +$8.4K | ﹤0.01% | 2209 |
|
|
2015
Q4 | $40K | Hold |
800
| – | – | ﹤0.01% | 2275 |
|
|
2015
Q3 | $35K | Buy |
+800
| New | +$35K | ﹤0.01% | 2303 |
|
|
2015
Q2 | – | Sell |
-1,001
| Closed | -$37K | – | 2307 |
|
|
2015
Q1 | $37K | Sell |
1,001
-40
| -4% | -$1.48K | ﹤0.01% | 2218 |
|
|
2014
Q4 | $39K | Buy |
1,041
+241
| +30% | +$9.03K | ﹤0.01% | 2153 |
|
|
2014
Q3 | $25K | Hold |
800
| – | – | ﹤0.01% | 2367 |
|
|
2014
Q2 | $27K | Buy |
+800
| New | +$27K | ﹤0.01% | 2276 |
|
|
2013
Q4 | – | Sell |
-416
| Closed | -$10K | – | 3419 |
|
|
2013
Q3 | $10K | Hold |
416
| – | – | ﹤0.01% | 2467 |
|
|
2013
Q2 | $9K | Buy |
+416
| New | +$9K | ﹤0.01% | 2325 |
|