LPL Financial’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 | $18.1M | Sell |
384,541
-2,951
| -0.8% | -$139K | 0.01% | 1331 |
|
|
2025
Q1 | $16.8M | Buy |
387,492
+25,297
| +7% | +$1.1M | 0.01% | 1256 |
|
|
2024
Q4 | $16.1M | Buy |
362,195
+16,732
| +5% | +$745K | 0.01% | 1212 |
|
|
2024
Q3 | $14.9M | Buy |
345,463
+5,720
| +2% | +$246K | 0.01% | 1202 |
|
|
2024
Q2 | $13.9M | Buy |
339,743
+4,265
| +1% | +$175K | 0.01% | 1157 |
|
|
2024
Q1 | $15.3M | Buy |
335,478
+4,765
| +1% | +$217K | 0.01% | 1075 |
|
|
2023
Q4 | $16.5M | Buy |
330,713
+9,706
| +3% | +$484K | 0.01% | 964 |
|
|
2023
Q3 | $11.9M | Buy |
321,007
+10,400
| +3% | +$386K | 0.01% | 1058 |
|
|
2023
Q2 | $12.5M | Buy |
310,607
+7,554
| +2% | +$303K | 0.01% | 1017 |
|
|
2023
Q1 | $10.4M | Buy |
303,053
+11,597
| +4% | +$397K | 0.01% | 1061 |
|
|
2022
Q4 | $11.7M | Buy |
291,456
+3,800
| +1% | +$152K | 0.01% | 945 |
|
|
2022
Q3 | $11.4M | Buy |
287,656
+10,968
| +4% | +$434K | 0.01% | 891 |
|
|
2022
Q2 | $10.4M | Buy |
276,688
+6,465
| +2% | +$243K | 0.01% | 939 |
|
|
2022
Q1 | $11.5M | Buy |
270,223
+5,276
| +2% | +$225K | 0.01% | 913 |
|
|
2021
Q4 | $12.3M | Buy |
264,947
+4,628
| +2% | +$215K | 0.01% | 897 |
|
|
2021
Q3 | $11.2M | Buy |
260,319
+6,272
| +2% | +$270K | 0.01% | 895 |
|
|
2021
Q2 | $10.7M | Sell |
254,047
-1,922
| -0.8% | -$81K | 0.01% | 867 |
|
|
2021
Q1 | $10.5M | Buy |
255,969
+7,253
| +3% | +$296K | 0.01% | 809 |
|
|
2020
Q4 | $7.78M | Buy |
248,716
+1,168
| +0.5% | +$36.5K | 0.01% | 868 |
|
|
2020
Q3 | $5.28M | Buy |
247,548
+4,646
| +2% | +$99.1K | 0.01% | 927 |
|
|
2020
Q2 | $5.7M | Buy |
242,902
+15,719
| +7% | +$369K | 0.01% | 808 |
|
|
2020
Q1 | $3.79M | Buy |
227,183
+183,101
| +415% | +$3.06M | 0.01% | 862 |
|
|
2019
Q4 | $1.35M | Buy |
44,082
+11,447
| +35% | +$349K | ﹤0.01% | 1634 |
|
|
2019
Q3 | $890K | Sell |
32,635
-8,084
| -20% | -$220K | ﹤0.01% | 1820 |
|
|
2019
Q2 | $1.23M | Buy |
40,719
+1,895
| +5% | +$57K | ﹤0.01% | 1590 |
|
|
2019
Q1 | $1.13M | Buy |
38,824
+2,390
| +7% | +$69.3K | ﹤0.01% | 1572 |
|
|
2018
Q4 | $832K | Buy |
36,434
+7,602
| +26% | +$174K | ﹤0.01% | 1660 |
|
|
2018
Q3 | $1.09M | Buy |
28,832
+1,148
| +4% | +$43.6K | ﹤0.01% | 1602 |
|
|
2018
Q2 | $1.25M | Buy |
27,684
+171
| +0.6% | +$7.7K | ﹤0.01% | 1470 |
|
|
2018
Q1 | $1.33M | Buy |
27,513
+1,813
| +7% | +$87.5K | ﹤0.01% | 1383 |
|
|
2017
Q4 | $1.25M | Buy |
25,700
+4,351
| +20% | +$211K | ﹤0.01% | 1358 |
|
|
2017
Q3 | $1.03M | Buy |
21,349
+3,584
| +20% | +$172K | ﹤0.01% | 1404 |
|
|
2017
Q2 | $833K | Buy |
17,765
+11,364
| +178% | +$533K | ﹤0.01% | 1492 |
|
|
2017
Q1 | $327K | Buy |
6,401
+534
| +9% | +$27.3K | ﹤0.01% | 2134 |
|
|
2016
Q4 | $310K | Buy |
+5,867
| New | +$310K | ﹤0.01% | 2148 |
|
|
2016
Q2 | – | Sell |
-36,787
| Closed | -$1.55M | – | 2882 |
|
|
2016
Q1 | $1.55M | Sell |
36,787
-15,541
| -30% | -$653K | ﹤0.01% | 1355 |
|
|
2015
Q4 | $2.55M | Buy |
52,328
+38,125
| +268% | +$1.86M | 0.01% | 1021 |
|
|
2015
Q3 | $633K | Sell |
14,203
-284
| -2% | -$12.7K | ﹤0.01% | 1587 |
|
|
2015
Q2 | $655K | Buy |
14,487
+1,752
| +14% | +$79.2K | ﹤0.01% | 1684 |
|
|
2015
Q1 | $469K | Buy |
12,735
+4,623
| +57% | +$170K | ﹤0.01% | 1894 |
|
|
2014
Q4 | $308K | Sell |
8,112
-13,849
| -63% | -$526K | ﹤0.01% | 2135 |
|
|
2014
Q3 | $685K | Buy |
21,961
+14,899
| +211% | +$465K | ﹤0.01% | 1546 |
|
|
2014
Q2 | $236K | Buy |
+7,062
| New | +$236K | ﹤0.01% | 2374 |
|
|
2014
Q1 | – | Sell |
-10,294
| Closed | -$291K | – | 2706 |
|
|
2013
Q4 | $291K | Buy |
+10,294
| New | +$291K | ﹤0.01% | 2144 |
|