Dumont & Blake Investment Advisors’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 | $248K | Hold |
5,277
| – | – | 0.06% | 175 |
|
|
2025
Q1 | $229K | Sell |
5,277
-389
| -7% | -$16.9K | 0.06% | 179 |
|
|
2024
Q4 | $252K | Sell |
5,666
-29
| -0.5% | -$1.29K | 0.07% | 173 |
|
|
2024
Q3 | $245K | Sell |
5,695
-5,695
| -50% | -$245K | 0.07% | 180 |
|
|
2024
Q2 | $467K | Buy |
11,390
+5,600
| +97% | +$230K | 0.07% | 179 |
|
|
2024
Q1 | $263K | Buy |
5,790
+105
| +2% | +$4.77K | 0.08% | 176 |
|
|
2023
Q4 | $283K | Buy |
+5,685
| New | +$283K | 0.09% | 161 |
|