Klingman & Associates’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-60
| Closed | -$2K | – | 252 |
|
|
2016
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 349 |
|
|
2016
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 360 |
|
|
2016
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 353 |
|
|
2015
Q4 | $3K | Hold |
60
| – | – | ﹤0.01% | 358 |
|
|
2015
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 396 |
|
|
2015
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 374 |
|
|
2015
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 356 |
|