Freedom Investment Management’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,986
| Closed | -$282K | – | 511 |
|
|
2025
Q2 | $282K | Buy |
+5,986
| New | +$262K | 0.02% | 608 |
|
|
2025
Q1 | – | Sell |
-6,708
| Closed | -$299K | – | 797 |
|
|
2024
Q4 | $299K | Buy |
6,708
+756
| +13% | +$34.6K | 0.02% | 600 |
|
|
2024
Q3 | $256K | Sell |
5,952
-1,237
| -17% | -$52.7K | 0.02% | 648 |
|
|
2024
Q2 | $295K | Buy |
7,189
+304
| +4% | +$13.2K | 0.02% | 606 |
|
|
2024
Q1 | $313K | Sell |
6,885
-398
| -5% | -$17.8K | 0.03% | 589 |
|
|
2023
Q4 | $363K | Sell |
7,283
-2,755
| -27% | -$114K | 0.03% | 529 |
|
|
2023
Q3 | $372K | Sell |
10,038
-1,033
| -9% | -$41.8K | 0.05% | 437 |
|
|
2023
Q2 | $445K | Buy |
11,071
+529
| +5% | +$19K | 0.05% | 430 |
|
|
2023
Q1 | $361K | Sell |
10,542
-4,989
| -32% | -$209K | 0.04% | 497 |
|
|
2022
Q4 | $622K | Sell |
15,531
-990
| -6% | -$42.5K | 0.07% | 344 |
|
|
2022
Q3 | $654K | Buy |
+16,521
| New | +$665K | 0.08% | 341 |
|
|
2022
Q1 | – | Sell |
-4,973
| Closed | -$231K | – | 902 |
|
|
2021
Q4 | $231K | Buy |
+4,973
| New | +$227K | 0.02% | 757 |
|
|
2018
Q2 | – | Sell |
-11,549
| Closed | -$557K | – | 1079 |
|
|
2018
Q1 | $557K | Buy |
11,549
+5
| +0% | +$253 | 0.03% | 584 |
|
|
2017
Q4 | $559K | Buy |
11,544
+660
| +6% | +$30.6K | 0.03% | 584 |
|
|
2017
Q3 | $523K | Sell |
10,884
-1,419
| -12% | -$63.2K | 0.03% | 572 |
|
|
2017
Q2 | $577K | Sell |
12,303
-114
| -0.9% | -$5.42K | 0.03% | 508 |
|
|
2017
Q1 | $646K | Sell |
12,417
-1,213
| -9% | -$65.3K | 0.04% | 444 |
|
|
2016
Q4 | $717K | Buy |
13,630
+2,726
| +25% | +$121K | 0.05% | 362 |
|
|
2016
Q3 | $419K | Sell |
10,904
-669
| -6% | -$25.4K | 0.03% | 505 |
|
|
2016
Q2 | $434K | Buy |
11,573
+119
| +1% | +$4.69K | 0.03% | 463 |
|
|
2016
Q1 | $481K | Sell |
11,454
-1,422
| -11% | -$59.9K | 0.03% | 409 |
|
|
2015
Q4 | $637K | Buy |
12,876
+2,581
| +25% | +$130K | 0.05% | 318 |
|
|
2015
Q3 | $160K | Buy |
10,295
+491
| +5% | +$21.4K | 0.02% | 626 |
|
|
2015
Q2 | $449K | Sell |
9,804
-415
| -4% | -$17.6K | 0.05% | 373 |
|
|
2015
Q1 | $377K | Buy |
10,219
+899
| +10% | +$32K | 0.04% | 398 |
|
|
2014
Q4 | $353K | Buy |
9,320
+954
| +11% | +$33.3K | 0.05% | 364 |
|
|
2014
Q3 | $264K | Buy |
8,366
+210
| +3% | +$6.77K | 0.05% | 371 |
|
|
2014
Q2 | $273K | Buy |
8,156
+124
| +2% | +$3.85K | 0.05% | 362 |
|
|
2014
Q1 | $273K | Buy |
+8,032
| New | +$250K | 0.06% | 316 |
|
Other funds holding OZK
WA
Freedom Investment Management's OZK Position: Q3 2025 in Review
Freedom Investment Management sold out of Bank OZK (OZK) in Q3 2025, closing a stake of 5,986 shares — an estimated $282K sold.
Freedom Investment Management first reported a position in OZK in Q1 2014 and held it in 29 quarters. The position peaked at $717K in Q4 2016. 524 funds tracked by Wall St. Rank hold OZK as of Q3 2025.
- Freedom Investment Management reported no remaining Bank OZK position as of Q3 2025 after selling out during the quarter.
- Freedom Investment Management sold 5,986 Bank OZK shares in Q3 2025, an estimated $282K.
- Freedom Investment Management first reported a position in Bank OZK in Q1 2014 and held it in 29 quarters.
- Freedom Investment Management's Bank OZK position peaked at $717K in Q4 2016.
- 524 funds tracked by Wall St. Rank held Bank OZK as of Q3 2025.
Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.