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OZK icon

Legacy Capital Wealth Partners’s Bank OZK OZK Stock Holding History

Legacy Capital Wealth Partners’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.83M Sell
61,746
-48
-0.1% -$2.26K 0.58% 28
2025
Q4 		$2.84M Sell
61,794
-44
-0.1% -$2.06K 0.61% 27
2025
Q3 		$3.15M Buy
61,838
+63
+0.1% +$3.22K 0.69% 25
2025
Q2 		$2.91M Buy
61,775
+48
+0.1% +$2.1K 0.66% 23
2025
Q1 		$2.68M Sell
61,727
-66
-0.1% -$3.12K 0.66% 22
2024
Q4 		$2.75M Sell
61,793
-43
-0.1% -$1.97K 0.68% 21
2024
Q3 		$2.66M Buy
61,836
+86
+0.1% +$3.66K 0.53% 38
2024
Q2 		$2.53M Buy
+61,750
New +$2.69M 0.64% 26
2024
Q1 		– Sell
-65,600
Closed -$3.27M – 270
2023
Q4 		$3.27M Buy
65,600
+12
+0% +$495 0.93% 20
2023
Q3 		$2.43M Buy
+65,588
New +$2.66M 0.67% 27
2023
Q2 		– Sell
-7,716
Closed -$264K – 174
2023
Q1 		$264K Buy
+7,716
New +$324K 0.07% 210

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WA
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VPM
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VCM
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Charles Schwab
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American Century Companies
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First Trust Advisors
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