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IBEX Wealth Advisors’s Bank OZK OZK Stock Holding History

IBEX Wealth Advisors’s Portfolio OZK Stock Details OZK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,509
Closed -$541K – 302
2024
Q1 		$541K Buy
+13,509
New +$541K 0.15% 84
2023
Q1 		– Sell
-13,509
Closed -$541K – 147
2022
Q4 		$541K Buy
+13,509
New +$541K 0.12% 119