Loring Wolcott & Coolidge Fiduciary Advisors’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.8K | Hold |
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|
2025
Q1 | $39K | Hold |
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|
2024
Q4 | $47.6K | Hold |
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|
2024
Q3 | $41.3K | Hold |
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|
2024
Q2 | $43.3K | Hold |
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|
2024
Q1 | $42K | Hold |
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|
2023
Q4 | $42K | Hold |
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|
2023
Q3 | $35.9K | Hold |
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|
2023
Q2 | $37.4K | Sell |
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|
2023
Q1 | $62.3K | Hold |
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|
2022
Q4 | $73K | Hold |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $68K | Hold |
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|
2022
Q1 | $78K | Hold |
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|
2021
Q4 | $85K | Hold |
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|
2021
Q3 | $78K | Hold |
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|
2021
Q2 | $77K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $57K | Hold |
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|
2020
Q3 | $39K | Hold |
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|
2020
Q2 | $43K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $56K | Hold |
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|
2019
Q3 | $50K | Hold |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $53K | Hold |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $69K | Hold |
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|
2018
Q2 | $82K | Hold |
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|
2018
Q1 | $88K | Hold |
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|
2017
Q4 | $88K | Hold |
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|
2017
Q3 | $88K | Hold |
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|
2017
Q2 | $79K | Hold |
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|
2017
Q1 | $95K | Hold |
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|
2016
Q4 | $96K | Hold |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $68K | Hold |
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|
2016
Q1 | $76K | Hold |
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|
2015
Q4 | $90K | Sell |
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|
2015
Q3 | $86K | Hold |
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|
2015
Q2 | $86K | Sell |
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|
2015
Q1 | $74K | Buy |
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|
2014
Q4 | $43K | Buy |
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