Kovitz Investment Group Partners’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 | $5.84M | Buy |
124,167
+726
| +0.6% | +$34.2K | 0.03% | 420 |
|
|
2025
Q1 | $5.36M | Buy |
123,441
+20,992
| +20% | +$912K | 0.03% | 395 |
|
|
2024
Q4 | $4.56M | Sell |
102,449
-1,655
| -2% | -$73.7K | 0.02% | 414 |
|
|
2024
Q3 | $4.44M | Sell |
104,104
-1,911
| -2% | -$81.5K | 0.03% | 358 |
|
|
2024
Q2 | $4.35M | Sell |
106,015
-6,832
| -6% | -$280K | 0.04% | 308 |
|
|
2024
Q1 | $5.13M | Sell |
112,847
-962
| -0.8% | -$43.7K | 0.07% | 201 |
|
|
2023
Q4 | $5.67M | Sell |
113,809
-9,598
| -8% | -$478K | 0.09% | 132 |
|
|
2023
Q3 | $4.57M | Sell |
123,407
-1,721
| -1% | -$63.8K | 0.08% | 155 |
|
|
2023
Q2 | $5.03M | Sell |
125,128
-312
| -0.2% | -$12.5K | 0.07% | 153 |
|
|
2023
Q1 | $4.29M | Buy |
125,440
+2,231
| +2% | +$76.3K | 0.07% | 169 |
|
|
2022
Q4 | $4.94M | Buy |
123,209
+1,265
| +1% | +$50.7K | 0.1% | 157 |
|
|
2022
Q3 | $4.82M | Buy |
121,944
+546
| +0.4% | +$21.6K | 0.11% | 143 |
|
|
2022
Q2 | $4.56M | Buy |
121,398
+1,465
| +1% | +$55K | 0.1% | 159 |
|
|
2022
Q1 | $5.12M | Buy |
+119,933
| New | +$5.12M | 0.1% | 157 |
|
|
2021
Q4 | – | Sell |
-115,749
| Closed | -$4.98M | – | 437 |
|
|
2021
Q3 | $4.98M | Buy |
+115,749
| New | +$4.98M | 0.1% | 144 |
|