Mendel Capital Management’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 | $244K | Hold |
5,183
| – | – | 0.14% | 84 |
|
2025
Q1 | $225K | Buy |
5,183
+4
| +0.1% | +$174 | 0.14% | 88 |
|
2024
Q4 | $231K | Sell |
5,179
-15
| -0.3% | -$668 | 0.14% | 84 |
|
2024
Q3 | $223K | Sell |
5,194
-505
| -9% | -$21.7K | 0.14% | 88 |
|
2024
Q2 | $234K | Buy |
5,699
+94
| +2% | +$3.85K | 0.15% | 89 |
|
2024
Q1 | $255K | Sell |
5,605
-85
| -1% | -$3.86K | 0.17% | 87 |
|
2023
Q4 | $284K | Buy |
5,690
+89
| +2% | +$4.44K | 0.2% | 78 |
|
2023
Q3 | $208K | Sell |
5,601
-14
| -0.2% | -$519 | 0.17% | 85 |
|
2023
Q2 | $225K | Buy |
+5,615
| New | +$225K | 0.18% | 83 |
|
2023
Q1 | – | Sell |
-5,615
| Closed | -$225K | – | 88 |
|
2022
Q4 | $225K | Buy |
5,615
+1
| +0% | +$40 | 0.23% | 63 |
|
2022
Q3 | $222K | Buy |
5,614
+1
| +0% | +$40 | 0.26% | 57 |
|
2022
Q2 | $211K | Buy |
5,613
+1
| +0% | +$38 | 0.24% | 61 |
|
2022
Q1 | $240K | Buy |
5,612
+1
| +0% | +$43 | 0.23% | 60 |
|
2021
Q4 | $261K | Buy |
+5,611
| New | +$261K | 0.24% | 61 |
|