HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,607
| Closed | -$300K | – | 922 |
|
|
2024
Q1 | $300K | Buy |
6,607
+249
| +4% | +$11.3K | ﹤0.01% | 654 |
|
|
2023
Q4 | $317K | Buy |
6,358
+163
| +3% | +$8.12K | ﹤0.01% | 594 |
|
|
2023
Q3 | $230K | Hold |
6,195
| – | – | ﹤0.01% | 660 |
|
|
2023
Q2 | $249K | Buy |
6,195
+274
| +5% | +$11K | ﹤0.01% | 598 |
|
|
2023
Q1 | $202K | Sell |
5,921
-225
| -4% | -$7.7K | ﹤0.01% | 674 |
|
|
2022
Q4 | $246K | Buy |
6,146
+546
| +10% | +$21.9K | ﹤0.01% | 580 |
|
|
2022
Q3 | $222K | Sell |
5,600
-5
| -0.1% | -$198 | ﹤0.01% | 519 |
|
|
2022
Q2 | $210K | Buy |
5,605
+13
| +0.2% | +$487 | ﹤0.01% | 535 |
|
|
2022
Q1 | $239K | Sell |
5,592
-41
| -0.7% | -$1.75K | ﹤0.01% | 514 |
|
|
2021
Q4 | $262K | Buy |
+5,633
| New | +$262K | 0.01% | 421 |
|