Kestra Advisory Services’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
Sell
2025
Q4
$298K Buy
2025
Q3
$282K Buy
2025
Q2
$215K Buy
2023
Q1
Sell
2022
Q4
$298K Buy
2022
Q3
$236K Sell
2022
Q2
$228K Buy
2022
Q1
Sell
2021
Q4
$264K Buy