FMWA
Forvis Mazars Wealth Advisors’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Hold |
8,748
| – | – | 0.01% | 318 |
|
|
2025
Q1 | $380K | Buy |
8,748
+281
| +3% | +$12.2K | 0.01% | 329 |
|
|
2024
Q4 | $377K | Sell |
8,467
-43
| -0.5% | -$1.92K | 0.01% | 346 |
|
|
2024
Q3 | $366K | Buy |
8,510
+43
| +0.5% | +$1.85K | 0.01% | 353 |
|
|
2024
Q2 | $347K | Hold |
8,467
| – | – | 0.01% | 331 |
|
|
2024
Q1 | $385K | Hold |
8,467
| – | – | 0.01% | 319 |
|
|
2023
Q4 | $422K | Hold |
8,467
| – | – | 0.01% | 298 |
|
|
2023
Q3 | $314K | Sell |
8,467
-230
| -3% | -$8.53K | 0.01% | 326 |
|
|
2023
Q2 | $349K | Buy |
8,697
+4
| +0% | +$161 | 0.01% | 339 |
|
|
2023
Q1 | $297K | Buy |
8,693
+3
| +0% | +$103 | 0.01% | 337 |
|
|
2022
Q4 | $348K | Buy |
8,690
+4
| +0% | +$160 | 0.01% | 307 |
|
|
2022
Q3 | $344K | Buy |
8,686
+4
| +0% | +$158 | 0.01% | 303 |
|
|
2022
Q2 | $326K | Buy |
8,682
+3
| +0% | +$113 | 0.01% | 310 |
|
|
2022
Q1 | $371K | Buy |
8,679
+3
| +0% | +$128 | 0.02% | 213 |
|
|
2021
Q4 | $404K | Buy |
8,676
+233
| +3% | +$10.9K | 0.02% | 199 |
|
|
2021
Q3 | $363K | Buy |
8,443
+3
| +0% | +$129 | 0.02% | 206 |
|
|
2021
Q2 | $356K | Buy |
8,440
+3
| +0% | +$127 | 0.02% | 206 |
|
|
2021
Q1 | $345K | Sell |
8,437
-379
| -4% | -$15.5K | 0.02% | 211 |
|
|
2020
Q4 | $276K | Buy |
+8,816
| New | +$276K | 0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-8,662
| Closed | -$264K | – | 302 |
|
|
2019
Q4 | $264K | Sell |
8,662
-4
| -0% | -$122 | 0.02% | 250 |
|
|
2019
Q3 | $236K | Sell |
8,666
-60
| -0.7% | -$1.63K | 0.02% | 240 |
|
|
2019
Q2 | $263K | Buy |
8,726
+3
| +0% | +$90 | 0.02% | 230 |
|
|
2019
Q1 | $253K | Buy |
+8,723
| New | +$253K | 0.02% | 227 |
|
|
2018
Q4 | – | Sell |
-8,021
| Closed | -$304K | – | 244 |
|
|
2018
Q3 | $304K | Hold |
8,021
| – | – | 0.03% | 193 |
|
|
2018
Q2 | $361K | Hold |
8,021
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $387K | Hold |
8,021
| – | – | 0.04% | 178 |
|
|
2017
Q4 | $389K | Hold |
8,021
| – | – | 0.04% | 176 |
|
|
2017
Q3 | $385K | Hold |
8,021
| – | – | 0.04% | 159 |
|
|
2017
Q2 | $376K | Hold |
8,021
| – | – | 0.04% | 159 |
|
|
2017
Q1 | $417K | Hold |
8,021
| – | – | 0.05% | 140 |
|
|
2016
Q4 | $422K | Buy |
8,021
+21
| +0.3% | +$1.11K | 0.06% | 134 |
|
|
2016
Q3 | $307K | Hold |
8,000
| – | – | 0.04% | 143 |
|
|
2016
Q2 | $300K | Hold |
8,000
| – | – | 0.04% | 141 |
|
|
2016
Q1 | $336K | Hold |
8,000
| – | – | 0.05% | 131 |
|
|
2015
Q4 | $396K | Hold |
8,000
| – | – | 0.06% | 127 |
|
|
2015
Q3 | $350K | Hold |
8,000
| – | – | 0.06% | 124 |
|
|
2015
Q2 | $366K | Hold |
8,000
| – | – | 0.05% | 124 |
|
|
2015
Q1 | $295K | Hold |
8,000
| – | – | 0.04% | 149 |
|
|
2014
Q4 | $303K | Hold |
8,000
| – | – | 0.05% | 125 |
|
|
2014
Q3 | $252K | Hold |
8,000
| – | – | 0.04% | 118 |
|
|
2014
Q2 | $268K | Buy |
8,000
+4,000
| +100% | +$134K | 0.05% | 117 |
|
|
2014
Q1 | $272K | Hold |
4,000
| – | – | 0.05% | 131 |
|
|
2013
Q4 | $226K | Buy |
+4,000
| New | +$226K | 0.04% | 145 |
|