Disciplined Investments’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19
| Closed | -$763 | – | 1124 |
|
|
2023
Q2 | $763 | Hold |
19
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q1 | $650 | Sell |
19
-4
| -17% | -$137 | ﹤0.01% | 1147 |
|
|
2022
Q4 | $921 | Sell |
23
-5
| -18% | -$200 | ﹤0.01% | 941 |
|
|
2022
Q3 | $1K | Sell |
28
-1
| -3% | -$36 | ﹤0.01% | 1025 |
|
|
2022
Q2 | $1K | Buy |
29
+3
| +12% | +$103 | ﹤0.01% | 1055 |
|
|
2022
Q1 | $1K | Sell |
26
-86
| -77% | -$3.31K | ﹤0.01% | 1114 |
|
|
2021
Q4 | $5K | Hold |
112
| – | – | ﹤0.01% | 395 |
|
|
2021
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $5K | Hold |
112
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $5K | Hold |
112
| – | – | ﹤0.01% | 297 |
|
|
2020
Q4 | $4K | Sell |
112
-115
| -51% | -$4.11K | ﹤0.01% | 262 |
|
|
2020
Q3 | $5K | Hold |
227
| – | – | ﹤0.01% | 299 |
|
|
2020
Q2 | $5K | Hold |
227
| – | – | ﹤0.01% | 312 |
|
|
2020
Q1 | $4K | Hold |
227
| – | – | ﹤0.01% | 337 |
|
|
2019
Q4 | $7K | Buy |
+227
| New | +$7K | 0.01% | 312 |
|