GJWM
Gilliland Jeter Wealth Management’s Bank OZK OZK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $591K | Buy |
12,557
+47
| +0.4% | +$2.21K | 0.19% | 101 |
|
2025
Q1 | $544K | Buy |
12,510
+39
| +0.3% | +$1.69K | 0.19% | 103 |
|
2024
Q4 | $555K | Buy |
12,471
+39
| +0.3% | +$1.74K | 0.19% | 103 |
|
2024
Q3 | $534K | Sell |
12,432
-1,462
| -11% | -$62.9K | 0.17% | 109 |
|
2024
Q2 | $570K | Sell |
13,894
-1,469
| -10% | -$60.2K | 0.19% | 102 |
|
2024
Q1 | $698K | Sell |
15,363
-3,068
| -17% | -$139K | 0.24% | 88 |
|
2023
Q4 | $918K | Buy |
+18,431
| New | +$918K | 0.38% | 73 |
|