JFS Wealth Advisors’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 | $1.6K | Sell |
34
-76
| -69% | -$3.58K | ﹤0.01% | 1452 |
|
|
2025
Q1 | $4.78K | Buy |
110
+3
| +3% | +$130 | ﹤0.01% | 1140 |
|
|
2024
Q4 | $4.77K | Hold |
107
| – | – | ﹤0.01% | 1143 |
|
|
2024
Q3 | $4.6K | Buy |
107
+3
| +3% | +$129 | ﹤0.01% | 1153 |
|
|
2024
Q2 | $4.26K | Hold |
104
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q1 | $4.73K | Hold |
104
| – | – | ﹤0.01% | 1123 |
|
|
2023
Q4 | $5.18K | Buy |
104
+14
| +16% | +$698 | ﹤0.01% | 1045 |
|
|
2023
Q3 | $3.34K | Buy |
90
+17
| +23% | +$630 | ﹤0.01% | 1164 |
|
|
2023
Q2 | $2.93K | Buy |
73
+12
| +20% | +$482 | ﹤0.01% | 1239 |
|
|
2023
Q1 | $2.09K | Sell |
61
-47
| -44% | -$1.61K | ﹤0.01% | 1345 |
|
|
2022
Q4 | $4.33K | Buy |
108
+8
| +8% | +$320 | ﹤0.01% | 1054 |
|
|
2022
Q3 | $4K | Buy |
100
+82
| +456% | +$3.28K | ﹤0.01% | 1092 |
|
|
2022
Q2 | $1K | Sell |
18
-55
| -75% | -$3.06K | ﹤0.01% | 1606 |
|
|
2022
Q1 | $3K | Buy |
73
+35
| +92% | +$1.44K | ﹤0.01% | 1291 |
|
|
2021
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1128 |
|
|
2018
Q2 | – | Sell |
-83
| Closed | -$4K | – | 529 |
|
|
2018
Q1 | $4K | Hold |
83
| – | – | ﹤0.01% | 437 |
|
|
2017
Q4 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 444 |
|