Forum Financial Management’s Bank OZK OZK Stock Holding History

Forum Financial Management’s Portfolio OZK Stock Details OZK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$301K	Buy
2025 Q2	$254K	Hold
2025 Q1	$234K	Sell
2024 Q4	$241K	Hold
2024 Q3	$232K	Sell
2024 Q2	$224K	Sell
2024 Q1	$258K	Hold
2023 Q4	$283K	Hold
2023 Q3	$211K	Hold
2023 Q2	$228K	Buy