Forum Financial Management’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 | $254K | Hold |
5,396
| – | – | ﹤0.01% | 769 |
|
|
2025
Q1 | $234K | Sell |
5,396
-5
| -0.1% | -$217 | ﹤0.01% | 729 |
|
|
2024
Q4 | $241K | Hold |
5,401
| – | – | ﹤0.01% | 752 |
|
|
2024
Q3 | $232K | Sell |
5,401
-64
| -1% | -$2.75K | ﹤0.01% | 647 |
|
|
2024
Q2 | $224K | Sell |
5,465
-219
| -4% | -$8.98K | ﹤0.01% | 615 |
|
|
2024
Q1 | $258K | Hold |
5,684
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $283K | Hold |
5,684
| – | – | 0.01% | 475 |
|
|
2023
Q3 | $211K | Hold |
5,684
| – | – | ﹤0.01% | 570 |
|
|
2023
Q2 | $228K | Buy |
+5,684
| New | +$228K | 0.01% | 556 |
|