GCA
OZK icon

Gideon Capital Advisors’s Bank OZK OZK Stock Holding History

Gideon Capital Advisors’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
2019
Q2 		– Sell
-7,559
Closed -$219K – 387
2019
Q1 		$219K Buy
+7,559
New +$229K 0.08% 337
2017
Q3 		– Sell
-6,275
Closed -$294K – 353
2017
Q2 		$294K Buy
+6,275
New +$298K 0.32% 132
2016
Q4 		– Sell
-5,841
Closed -$224K – 457
2016
Q3 		$224K Buy
+5,841
New +$221K 0.14% 157
2016
Q1 		– Sell
-6,109
Closed -$302K – 211
2015
Q4 		$302K Buy
+6,109
New +$307K 0.22% 141

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Fidelity Investments
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Principal Financial Group
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Dimensional Fund Advisors
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EIP
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Wellington Management Group
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return