Glassman Wealth Services’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-52
| Closed | -$2.59K | – | 1328 |
|
|
2023
Q4 | $2.59K | Hold |
52
| – | – | ﹤0.01% | 1270 |
|
|
2023
Q3 | $1.93K | Hold |
52
| – | – | ﹤0.01% | 1338 |
|
|
2023
Q2 | $2.09K | Sell |
52
-15
| -22% | -$602 | ﹤0.01% | 1233 |
|
|
2023
Q1 | $2.29K | Buy |
67
+15
| +29% | +$513 | ﹤0.01% | 1200 |
|
|
2022
Q4 | $2.08K | Hold |
52
| – | – | ﹤0.01% | 1250 |
|
|
2022
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 1248 |
|
|
2022
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 1269 |
|
|
2022
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 1251 |
|
|
2021
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 1226 |
|
|
2021
Q3 | $2K | Hold |
52
| – | – | ﹤0.01% | 1197 |
|
|
2021
Q2 | $2K | Hold |
52
| – | – | ﹤0.01% | 1165 |
|
|
2021
Q1 | $2K | Hold |
52
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q4 | $2K | Hold |
52
| – | – | ﹤0.01% | 1089 |
|
|
2020
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q2 | $1K | Sell |
52
-24
| -32% | -$462 | ﹤0.01% | 1084 |
|
|
2020
Q1 | $1K | Sell |
76
-37
| -33% | -$487 | ﹤0.01% | 950 |
|
|
2019
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 690 |
|
|
2019
Q3 | $3K | Sell |
113
-10
| -8% | -$265 | ﹤0.01% | 637 |
|
|
2019
Q2 | $4K | Buy |
123
+3
| +3% | +$98 | ﹤0.01% | 596 |
|
|
2019
Q1 | $3K | Buy |
120
+72
| +150% | +$1.8K | ﹤0.01% | 639 |
|
|
2018
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 671 |
|
|
2018
Q3 | – | Sell |
-13
| Closed | -$1K | – | 928 |
|
|
2018
Q2 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 703 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 869 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 760 |
|