Kestra Advisory Services’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 | $215K | Buy |
+4,568
| New | +$215K | ﹤0.01% | 2610 |
|
|
2023
Q1 | – | Sell |
-7,438
| Closed | -$298K | – | 2249 |
|
|
2022
Q4 | $298K | Buy |
7,438
+1,462
| +24% | +$58.6K | ﹤0.01% | 1748 |
|
|
2022
Q3 | $236K | Sell |
5,976
-104
| -2% | -$4.11K | ﹤0.01% | 1753 |
|
|
2022
Q2 | $228K | Buy |
+6,080
| New | +$228K | ﹤0.01% | 1819 |
|
|
2022
Q1 | – | Sell |
-5,677
| Closed | -$264K | – | 2089 |
|
|
2021
Q4 | $264K | Buy |
+5,677
| New | +$264K | ﹤0.01% | 1684 |
|