Geneos Wealth 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 | $50.4K | Sell |
1,071
-306
| -22% | -$14.4K | ﹤0.01% | 1565 |
|
|
2025
Q1 | $103K | Buy |
1,377
+503
| +58% | +$37.8K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $38.9K | Buy |
874
+117
| +15% | +$5.21K | ﹤0.01% | 1416 |
|
|
2024
Q3 | $32.5K | Buy |
757
+357
| +89% | +$15.3K | ﹤0.01% | 1357 |
|
|
2024
Q2 | $16.4K | Hold |
400
| – | – | ﹤0.01% | 1398 |
|
|
2024
Q1 | $18.2K | Hold |
400
| – | – | ﹤0.01% | 1387 |
|
|
2023
Q4 | $19.9K | Hold |
400
| – | – | ﹤0.01% | 1351 |
|
|
2023
Q3 | $14.8K | Hold |
400
| – | – | ﹤0.01% | 1462 |
|
|
2023
Q2 | $16.1K | Hold |
400
| – | – | ﹤0.01% | 1444 |
|
|
2023
Q1 | $13.7K | Buy |
+400
| New | +$13.7K | ﹤0.01% | 1463 |
|
|
2022
Q4 | – | Sell |
-400
| Closed | -$15K | – | 2072 |
|
|
2022
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 1418 |
|
|
2022
Q2 | $15K | Sell |
400
-376
| -48% | -$14.1K | ﹤0.01% | 1815 |
|
|
2022
Q1 | $33K | Buy |
776
+376
| +94% | +$16K | ﹤0.01% | 1556 |
|
|
2021
Q4 | $18K | Sell |
400
-376
| -48% | -$16.9K | ﹤0.01% | 1946 |
|
|
2021
Q3 | $34K | Hold |
776
| – | – | ﹤0.01% | 1667 |
|
|
2021
Q2 | $32K | Sell |
776
-143
| -16% | -$5.9K | ﹤0.01% | 1685 |
|
|
2021
Q1 | $37K | Hold |
919
| – | – | ﹤0.01% | 1787 |
|
|
2020
Q4 | $32K | Buy |
919
+143
| +18% | +$4.98K | ﹤0.01% | 1673 |
|
|
2020
Q3 | $16K | Hold |
776
| – | – | ﹤0.01% | 1760 |
|
|
2020
Q2 | $17K | Hold |
776
| – | – | ﹤0.01% | 1691 |
|
|
2020
Q1 | $12K | Buy |
776
+200
| +35% | +$3.09K | ﹤0.01% | 1737 |
|
|
2019
Q4 | $17K | Hold |
576
| – | – | ﹤0.01% | 1760 |
|
|
2019
Q3 | $15K | Hold |
576
| – | – | ﹤0.01% | 1735 |
|
|
2019
Q2 | $17K | Sell |
576
-424
| -42% | -$12.5K | ﹤0.01% | 1715 |
|
|
2019
Q1 | $28K | Hold |
1,000
| – | – | ﹤0.01% | 1417 |
|
|
2018
Q4 | $22K | Hold |
1,000
| – | – | ﹤0.01% | 1463 |
|
|
2018
Q3 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 1308 |
|