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EP Wealth Advisors’s Bank OZK OZK Stock Holding History

EP Wealth Advisors’s Portfolio OZK Stock Details OZK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$401K Sell
8,530
-567
-6% -$26.7K ﹤0.01% 876
2025
Q1 		$395K Sell
9,097
-71
-0.8% -$3.09K ﹤0.01% 793
2024
Q4 		$408K Buy
+9,168
New +$408K ﹤0.01% 757