J.P. Morgan Private Wealth Advisors’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.81M | Sell |
48,845
-789
| -2% | -$29.2K | 0.01% | 775 |
|
|
2023
Q2 | $1.99M | Sell |
49,634
-6,027
| -11% | -$242K | 0.01% | 561 |
|
|
2023
Q1 | $1.9M | Sell |
55,661
-1,856
| -3% | -$63.5K | ﹤0.01% | 898 |
|
|
2022
Q4 | $2.3M | Sell |
57,517
-366
| -0.6% | -$14.7K | 0.01% | 792 |
|
|
2022
Q3 | $2.29M | Buy |
57,883
+4,537
| +9% | +$179K | 0.01% | 798 |
|
|
2022
Q2 | $2M | Sell |
53,346
-952
| -2% | -$35.7K | 0.01% | 854 |
|
|
2022
Q1 | $2.32M | Buy |
54,298
+11,921
| +28% | +$509K | 0.01% | 852 |
|
|
2021
Q4 | $1.97M | Buy |
42,377
+3,301
| +8% | +$154K | ﹤0.01% | 916 |
|
|
2021
Q3 | $1.68M | Buy |
39,076
+2,992
| +8% | +$129K | ﹤0.01% | 968 |
|
|
2021
Q2 | $1.52M | Buy |
36,084
+16,648
| +86% | +$702K | ﹤0.01% | 999 |
|
|
2021
Q1 | $794K | Sell |
19,436
-1,903
| -9% | -$77.7K | ﹤0.01% | 1141 |
|
|
2020
Q4 | $667K | Sell |
21,339
-3,154
| -13% | -$98.6K | ﹤0.01% | 1176 |
|
|
2020
Q3 | $522K | Sell |
24,493
-1,711
| -7% | -$36.5K | ﹤0.01% | 1128 |
|
|
2020
Q2 | $615K | Buy |
26,204
+60
| +0.2% | +$1.41K | ﹤0.01% | 996 |
|
|
2020
Q1 | $437K | Buy |
26,144
+5,033
| +24% | +$84.1K | ﹤0.01% | 983 |
|
|
2019
Q4 | $644K | Buy |
21,111
+4,082
| +24% | +$125K | ﹤0.01% | 952 |
|
|
2019
Q3 | $464K | Buy |
17,029
+4,416
| +35% | +$120K | ﹤0.01% | 1034 |
|
|
2019
Q2 | $380K | Sell |
12,613
-5,595
| -31% | -$169K | ﹤0.01% | 1067 |
|
|
2019
Q1 | $528K | Buy |
18,208
+3,468
| +24% | +$101K | ﹤0.01% | 1017 |
|
|
2018
Q4 | $337K | Sell |
14,740
-6,256
| -30% | -$143K | ﹤0.01% | 1110 |
|
|
2018
Q3 | $797K | Buy |
20,996
+8,181
| +64% | +$311K | ﹤0.01% | 902 |
|
|
2018
Q2 | $577K | Sell |
12,815
-2,477
| -16% | -$112K | ﹤0.01% | 961 |
|
|
2018
Q1 | $738K | Buy |
15,292
+2,123
| +16% | +$102K | 0.01% | 731 |
|
|
2017
Q4 | $638K | Buy |
13,169
+521
| +4% | +$25.2K | ﹤0.01% | 787 |
|
|
2017
Q3 | $607K | Buy |
12,648
+5,599
| +79% | +$269K | ﹤0.01% | 781 |
|
|
2017
Q2 | $330K | Buy |
7,049
+175
| +3% | +$8.19K | ﹤0.01% | 977 |
|
|
2017
Q1 | $358K | Buy |
+6,874
| New | +$358K | ﹤0.01% | 999 |
|
|
2016
Q3 | – | Sell |
-8,947
| Closed | -$335K | – | 1260 |
|
|
2016
Q2 | $335K | Buy |
8,947
+475
| +6% | +$17.8K | ﹤0.01% | 934 |
|
|
2016
Q1 | $356K | Buy |
8,472
+2,522
| +42% | +$106K | ﹤0.01% | 880 |
|
|
2015
Q4 | $294K | Sell |
5,950
-1,830
| -24% | -$90.4K | ﹤0.01% | 870 |
|
|
2015
Q3 | $340K | Sell |
7,780
-1,570
| -17% | -$68.6K | ﹤0.01% | 753 |
|
|
2015
Q2 | $428K | Sell |
9,350
-2,726
| -23% | -$125K | ﹤0.01% | 727 |
|
|
2015
Q1 | $446K | Sell |
12,076
-590
| -5% | -$21.8K | 0.01% | 755 |
|
|
2014
Q4 | $480K | Sell |
12,666
-222
| -2% | -$8.41K | 0.01% | 717 |
|
|
2014
Q3 | $406K | Sell |
12,888
-292
| -2% | -$9.2K | 0.01% | 757 |
|
|
2014
Q2 | $441K | Buy |
13,180
+4,254
| +48% | +$142K | 0.01% | 603 |
|
|
2014
Q1 | $304K | Buy |
+8,926
| New | +$304K | 0.01% | 718 |
|