IFP 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 | $2.43K | Sell |
53
-24
| -31% | -$1.13K | ﹤0.01% | 3888 |
|
|
2025
Q4 | $3.54K | Sell |
77
-244
| -76% | -$11.4K | ﹤0.01% | 3592 |
|
|
2025
Q3 | $16.4K | Hold |
321
| – | – | ﹤0.01% | 2682 |
|
|
2025
Q2 | $15.1K | Buy |
321
+263
| +453% | +$11.5K | ﹤0.01% | 2690 |
|
|
2025
Q1 | $2.52K | Buy |
58
+10
| +21% | +$473 | ﹤0.01% | 3069 |
|
|
2024
Q4 | $2.14K | Buy |
+48
| New | +$2.19K | ﹤0.01% | 3079 |
|
|
2024
Q3 | – | Sell |
-27
| Closed | -$1.11K | – | 3412 |
|
|
2024
Q2 | $1.11K | Buy |
+27
| New | +$1.18K | ﹤0.01% | 2967 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$1.87K | – | 3542 |
|
|
2023
Q1 | $1.87K | Sell |
44
-1,492
| -97% | -$62.6K | ﹤0.01% | 2915 |
|
|
2022
Q4 | $79K | Sell |
1,536
-284
| -16% | -$12.2K | ﹤0.01% | 1908 |
|
|
2022
Q3 | $91K | Buy |
1,820
+260
| +17% | +$10.5K | ﹤0.01% | 1923 |
|
|
2022
Q2 | $78K | Hold |
1,560
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q1 | $78K | Buy |
1,560
+1,421
| +1,022% | +$66.3K | ﹤0.01% | 1863 |
|
|
2021
Q4 | $7K | Buy |
139
+52
| +60% | +$2.37K | ﹤0.01% | 2357 |
|
|
2021
Q3 | $4K | Sell |
87
-42
| -33% | -$1.75K | ﹤0.01% | 2650 |
|
|
2021
Q2 | $5K | Buy |
129
+33
| +34% | +$1.38K | ﹤0.01% | 2479 |
|
|
2021
Q1 | $4K | Buy |
+96
| New | +$3.78K | ﹤0.01% | 2489 |
|
|
2020
Q4 | – | Sell |
-106
| Closed | -$2.86K | – | 3763 |
|
|
2020
Q3 | $2K | Buy |
+106
| New | +$2.47K | ﹤0.01% | 2498 |
|
|
2020
Q2 | – | Sell |
-64
| Closed | -$1.37K | – | 3468 |
|
|
2020
Q1 | $1K | Buy |
+64
| New | +$1.65K | ﹤0.01% | 2578 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3395 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3502 |
|
|
2019
Q1 | $12K | Buy |
400
+288
| +257% | +$8.72K | ﹤0.01% | 1541 |
|
|
2018
Q4 | $3K | Sell |
112
-72
| -39% | -$2K | ﹤0.01% | 3051 |
|
|
2018
Q3 | $7K | Sell |
184
-1,493
| -89% | -$61.3K | ﹤0.01% | 3060 |
|
|
2018
Q2 | $76K | Buy |
1,677
+444
| +36% | +$21.1K | ﹤0.01% | 1655 |
|
|
2018
Q1 | $60K | Hold |
1,233
| – | – | ﹤0.01% | 1712 |
|
|
2017
Q4 | $60K | Sell |
1,233
-71
| -5% | -$3.3K | ﹤0.01% | 1729 |
|
|
2017
Q3 | $63K | Sell |
1,304
-41
| -3% | -$1.83K | ﹤0.01% | 1850 |
|
|
2017
Q2 | $63K | Buy |
1,345
+42
| +3% | +$2K | ﹤0.01% | 1809 |
|
|
2017
Q1 | $68K | Sell |
1,303
-114
| -8% | -$6.13K | ﹤0.01% | 1742 |
|
|
2016
Q4 | $75K | Sell |
1,417
-7
| -0.5% | -$312 | ﹤0.01% | 1632 |
|
|
2016
Q3 | $55K | Sell |
1,424
-1,695
| -54% | -$64.3K | ﹤0.01% | 1755 |
|
|
2016
Q2 | $117K | Buy |
3,119
+2,719
| +680% | +$107K | 0.01% | 1241 |
|
|
2016
Q1 | $12K | Buy |
400
+214
| +115% | +$9.01K | ﹤0.01% | 1539 |
|
|
2015
Q4 | $9K | Buy |
+186
| New | +$9.35K | ﹤0.01% | 2639 |
|
Other funds holding OZK
WA
VPM
VCM
