MJP
Michael J. Puzo’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
5,390
-5
| -0.1% | -$235 | 0.07% | 64 |
|
|
2025
Q1 | $234K | Sell |
5,395
-750
| -12% | -$32.6K | 0.07% | 69 |
|
|
2024
Q4 | $274K | Sell |
6,145
-610
| -9% | -$27.2K | 0.08% | 66 |
|
|
2024
Q3 | $290K | Sell |
6,755
-1,060
| -14% | -$45.6K | 0.08% | 67 |
|
|
2024
Q2 | $320K | Sell |
7,815
-860
| -10% | -$35.3K | 0.09% | 63 |
|
|
2024
Q1 | $394K | Sell |
8,675
-760
| -8% | -$34.6K | 0.11% | 59 |
|
|
2023
Q4 | $470K | Sell |
9,435
-665
| -7% | -$33.1K | 0.15% | 53 |
|
|
2023
Q3 | $374K | Sell |
10,100
-3,035
| -23% | -$113K | 0.13% | 62 |
|
|
2023
Q2 | $528K | Hold |
13,135
| – | – | 0.17% | 60 |
|
|
2023
Q1 | $449K | Sell |
13,135
-3,000
| -19% | -$103K | 0.15% | 62 |
|
|
2022
Q4 | $646K | Sell |
16,135
-3,040
| -16% | -$122K | 0.23% | 56 |
|
|
2022
Q3 | $759K | Sell |
19,175
-3,050
| -14% | -$121K | 0.29% | 51 |
|
|
2022
Q2 | $834K | Sell |
22,225
-3,000
| -12% | -$113K | 0.3% | 49 |
|
|
2022
Q1 | $1.08M | Sell |
25,225
-3,000
| -11% | -$128K | 0.32% | 48 |
|
|
2021
Q4 | $1.31M | Sell |
28,225
-5,020
| -15% | -$234K | 0.37% | 45 |
|
|
2021
Q3 | $1.43M | Hold |
33,245
| – | – | 0.45% | 43 |
|
|
2021
Q2 | $1.4M | Sell |
33,245
-3,000
| -8% | -$127K | 0.44% | 45 |
|
|
2021
Q1 | $1.48M | Sell |
36,245
-3,000
| -8% | -$123K | 0.47% | 46 |
|
|
2020
Q4 | $1.23M | Sell |
39,245
-3,000
| -7% | -$93.8K | 0.4% | 45 |
|
|
2020
Q3 | $901K | Sell |
42,245
-3,000
| -7% | -$64K | 0.32% | 47 |
|
|
2020
Q2 | $1.06M | Sell |
45,245
-3,000
| -6% | -$70.4K | 0.4% | 46 |
|
|
2020
Q1 | $806K | Sell |
48,245
-3,100
| -6% | -$51.8K | 0.35% | 46 |
|
|
2019
Q4 | $1.57M | Sell |
51,345
-3,085
| -6% | -$94.1K | 0.56% | 41 |
|
|
2019
Q3 | $1.48M | Hold |
54,430
| – | – | 0.56% | 40 |
|
|
2019
Q2 | $1.64M | Sell |
54,430
-3,000
| -5% | -$90.3K | 0.61% | 40 |
|
|
2019
Q1 | $1.66M | Sell |
57,430
-3,000
| -5% | -$86.9K | 0.65% | 38 |
|
|
2018
Q4 | $1.38M | Sell |
60,430
-3,000
| -5% | -$68.5K | 0.61% | 39 |
|
|
2018
Q3 | $2.41M | Sell |
63,430
-3,000
| -5% | -$114K | 0.91% | 34 |
|
|
2018
Q2 | $2.99M | Sell |
66,430
-3,025
| -4% | -$136K | 1.27% | 29 |
|
|
2018
Q1 | $3.35M | Sell |
69,455
-3,000
| -4% | -$145K | 1.43% | 28 |
|
|
2017
Q4 | $3.51M | Sell |
72,455
-3,045
| -4% | -$148K | 1.45% | 28 |
|
|
2017
Q3 | $3.63M | Sell |
75,500
-3,402
| -4% | -$163K | 1.89% | 22 |
|
|
2017
Q2 | $3.7M | Sell |
78,902
-3,100
| -4% | -$145K | 2% | 21 |
|
|
2017
Q1 | $4.27M | Sell |
82,002
-3,175
| -4% | -$165K | 2.37% | 18 |
|
|
2016
Q4 | $4.48M | Sell |
85,177
-1,175
| -1% | -$61.8K | 2.59% | 17 |
|
|
2016
Q3 | $3.32M | Sell |
86,352
-3,175
| -4% | -$122K | 1.91% | 19 |
|
|
2016
Q2 | $3.36M | Sell |
89,527
-2,535
| -3% | -$95.1K | 2.22% | 17 |
|
|
2016
Q1 | $3.86M | Sell |
92,062
-3,250
| -3% | -$136K | 2.56% | 15 |
|
|
2015
Q4 | $4.71M | Sell |
95,312
-1,025
| -1% | -$50.7K | 3.29% | 8 |
|
|
2015
Q3 | $4.22M | Sell |
96,337
-969
| -1% | -$42.4K | 3% | 9 |
|
|
2015
Q2 | $4.45M | Sell |
97,306
-80
| -0.1% | -$3.66K | 2.87% | 8 |
|
|
2015
Q1 | $3.6M | Sell |
97,386
-872
| -0.9% | -$32.2K | 2.3% | 15 |
|
|
2014
Q4 | $3.73M | Sell |
98,258
-1,900
| -2% | -$72K | 2.45% | 15 |
|
|
2014
Q3 | $3.16M | Buy |
+100,158
| New | +$3.16M | 2.17% | 15 |
|