Evoke Wealth’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 | $244K | Buy |
5,175
+133
| +3% | +$6.26K | 0.01% | 498 |
|
|
2025
Q1 | $219K | Buy |
+5,042
| New | +$219K | 0.01% | 408 |
|
|
2024
Q2 | – | Sell |
-5,136
| Closed | -$233K | – | 305 |
|
|
2024
Q1 | $233K | Buy |
+5,136
| New | +$233K | 0.01% | 354 |
|
|
2023
Q4 | – | Sell |
-5,437
| Closed | -$202K | – | 274 |
|
|
2023
Q3 | $202K | Buy |
5,437
+325
| +6% | +$12K | 0.01% | 354 |
|
|
2023
Q2 | $205K | Buy |
+5,112
| New | +$205K | 0.01% | 340 |
|
|
2023
Q1 | – | Sell |
-5,068
| Closed | -$203K | – | 367 |
|
|
2022
Q4 | $203K | Buy |
5,068
+68
| +1% | +$2.72K | 0.01% | 334 |
|
|
2022
Q3 | $198K | Hold |
5,000
| – | – | 0.01% | 326 |
|
|
2022
Q2 | $188K | Hold |
5,000
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $214K | Hold |
5,000
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $233K | Hold |
5,000
| – | – | 0.01% | 343 |
|
|
2021
Q3 | $214K | Hold |
5,000
| – | – | 0.01% | 333 |
|
|
2021
Q2 | $211K | Hold |
5,000
| – | – | 0.01% | 341 |
|
|
2021
Q1 | $204K | Hold |
5,000
| – | – | 0.01% | 303 |
|
|
2020
Q4 | $156K | Hold |
5,000
| – | – | 0.01% | 255 |
|
|
2020
Q3 | $107K | Hold |
5,000
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $117K | Sell |
5,000
-66
| -1% | -$1.54K | 0.01% | 254 |
|
|
2020
Q1 | $84.6K | Sell |
5,066
-375
| -7% | -$6.26K | 0.01% | 281 |
|
|
2019
Q4 | $166K | Sell |
5,441
-1
| -0% | -$31 | 0.02% | 249 |
|
|
2019
Q3 | $148K | Buy |
+5,442
| New | +$148K | 0.02% | 307 |
|