IAA
OZK icon

Independent Advisor Alliance’s Bank OZK OZK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-9,456
Closed -$285K 470
2019
Q2
$285K Buy
9,456
+319
+3% +$9.62K 0.04% 309
2019
Q1
$265K Sell
9,137
-4,036
-31% -$117K 0.04% 342
2018
Q4
$301K Sell
13,173
-13,573
-51% -$310K 0.05% 291
2018
Q3
$1M Sell
26,746
-2,142
-7% -$80.3K 0.18% 120
2018
Q2
$1.3M Buy
28,888
+3
+0% +$135 0.27% 86
2018
Q1
$1.36M Sell
28,885
-769
-3% -$36.1K 0.3% 81
2017
Q4
$1.47M Sell
29,654
-1,587
-5% -$78.9K 0.33% 79
2017
Q3
$1.48M Sell
31,241
-502
-2% -$23.8K 0.41% 68
2017
Q2
$1.49M Sell
31,743
-4,039
-11% -$190K 0.48% 66
2017
Q1
$1.79M Buy
35,782
+3
+0% +$150 0.28% 101
2016
Q4
$1.88M Buy
+35,779
New +$1.88M 0.81% 37