Integrated Wealth Concepts’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
78,227
+5,066
| +7% | +$238K | 0.04% | 418 |
|
|
2025
Q1 | $3.18M | Sell |
73,161
-982
| -1% | -$42.7K | 0.04% | 447 |
|
|
2024
Q4 | $3.3M | Buy |
+74,143
| New | +$3.3M | 0.04% | 400 |
|
|
2023
Q3 | – | Sell |
-15,792
| Closed | -$634K | – | 1605 |
|
|
2023
Q2 | $634K | Sell |
15,792
-10,251
| -39% | -$412K | 0.01% | 881 |
|
|
2023
Q1 | $891K | Buy |
+26,043
| New | +$891K | 0.02% | 656 |
|