HighTower Advisors’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.45M | Buy |
31,611
+12,279
| +64% | +$578K | ﹤0.01% | 1926 |
|
|
2025
Q4 | $890K | Buy |
19,332
+11,478
| +146% | +$537K | ﹤0.01% | 2206 |
|
|
2025
Q3 | $400K | Buy |
7,854
+581
| +8% | +$29.7K | ﹤0.01% | 2798 |
|
|
2025
Q2 | $342K | Sell |
7,273
-4,525
| -38% | -$198K | ﹤0.01% | 2818 |
|
|
2025
Q1 | $513K | Buy |
11,798
+1,151
| +11% | +$54.4K | ﹤0.01% | 2435 |
|
|
2024
Q4 | $474K | Buy |
10,647
+1,518
| +17% | +$69.4K | ﹤0.01% | 2515 |
|
|
2024
Q3 | $392K | Buy |
+9,129
| New | +$389K | ﹤0.01% | 2605 |
|
|
2024
Q2 | – | Sell |
-5,064
| Closed | -$234K | – | 3850 |
|
|
2024
Q1 | $234K | Sell |
5,064
-23,549
| -82% | -$1.05M | ﹤0.01% | 2882 |
|
|
2023
Q4 | $1.43M | Buy |
28,613
+20,467
| +251% | +$843K | ﹤0.01% | 1642 |
|
|
2023
Q3 | $299K | Buy |
8,146
+610
| +8% | +$24.7K | ﹤0.01% | 2596 |
|
|
2023
Q2 | $302K | Buy |
7,536
+227
| +3% | +$8.14K | ﹤0.01% | 2558 |
|
|
2023
Q1 | $249K | Buy |
7,309
+771
| +12% | +$32.4K | ﹤0.01% | 2589 |
|
|
2022
Q4 | $262K | Buy |
+6,538
| New | +$281K | ﹤0.01% | 2572 |
|
|
2019
Q3 | – | Sell |
-7,042
| Closed | -$216K | – | 2504 |
|
|
2019
Q2 | $216K | Buy |
+7,042
| New | +$218K | ﹤0.01% | 2010 |
|
|
2018
Q2 | – | Sell |
-21,746
| Closed | -$1.05M | – | 2352 |
|
|
2018
Q1 | $1.05M | Buy |
21,746
+3,059
| +16% | +$155K | 0.01% | 1056 |
|
|
2017
Q4 | $902K | Buy |
18,687
+1,888
| +11% | +$87.7K | 0.01% | 1161 |
|
|
2017
Q3 | $804K | Buy |
16,799
+2,756
| +20% | +$123K | 0.01% | 1208 |
|
|
2017
Q2 | $662K | Sell |
14,043
-2,844
| -17% | -$135K | 0.01% | 1246 |
|
|
2017
Q1 | $883K | Buy |
+16,887
| New | +$908K | 0.01% | 1085 |
|
|
2016
Q2 | – | Sell |
-16,192
| Closed | -$678K | – | 1951 |
|
|
2016
Q1 | $678K | Buy |
+16,192
| New | +$682K | 0.01% | 1227 |
|
|
2015
Q4 | – | Sell |
-14,724
| Closed | -$648K | – | 2111 |
|
|
2015
Q3 | $648K | Buy |
+14,724
| New | +$642K | 0.01% | 1090 |
|
|
2014
Q3 | – | Sell |
-52,918
| Closed | -$1.77M | – | 1629 |
|
|
2014
Q2 | $1.77M | Buy |
+52,918
| New | +$1.64M | 0.03% | 597 |
|
Other funds holding OZK
WA
VPM
VCM
