Lido Advisors’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28,690
| Closed | -$1.3M | – | 1255 |
|
|
2024
Q1 | $1.3M | Buy |
+28,690
| New | +$1.3M | 0.01% | 513 |
|
|
2023
Q3 | – | Sell |
-53,603
| Closed | -$2.15M | – | 1090 |
|
|
2023
Q2 | $2.15M | Buy |
53,603
+2,414
| +5% | +$96.9K | 0.02% | 330 |
|
|
2023
Q1 | $1.75M | Buy |
+51,189
| New | +$1.75M | 0.02% | 344 |
|
|
2022
Q3 | – | Sell |
-26,577
| Closed | -$997K | – | 898 |
|
|
2022
Q2 | $997K | Buy |
26,577
+15,040
| +130% | +$564K | 0.01% | 319 |
|
|
2022
Q1 | $492K | Buy |
+11,537
| New | +$492K | 0.01% | 538 |
|