Montag & Associates’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 | – | Sell |
-1,250
| Closed | -$54.3K | – | 998 |
|
|
2025
Q1 | $54.3K | Hold |
1,250
| – | – | ﹤0.01% | 599 |
|
|
2024
Q4 | $55.7K | Hold |
1,250
| – | – | ﹤0.01% | 589 |
|
|
2024
Q3 | $53.7K | Hold |
1,250
| – | – | ﹤0.01% | 603 |
|
|
2024
Q2 | $51.3K | Hold |
1,250
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $56.8K | Hold |
1,250
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $62.3K | Hold |
1,250
| – | – | ﹤0.01% | 534 |
|
|
2023
Q3 | $46.3K | Hold |
1,250
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $50.2K | Hold |
1,250
| – | – | ﹤0.01% | 561 |
|
|
2023
Q1 | $42.8K | Hold |
1,250
| – | – | ﹤0.01% | 576 |
|
|
2022
Q4 | $50.1K | Hold |
1,250
| – | – | ﹤0.01% | 545 |
|
|
2022
Q3 | $49K | Hold |
1,250
| – | – | ﹤0.01% | 537 |
|
|
2022
Q2 | $47K | Hold |
1,250
| – | – | ﹤0.01% | 538 |
|
|
2022
Q1 | $53K | Hold |
1,250
| – | – | ﹤0.01% | 547 |
|
|
2021
Q4 | $58K | Hold |
1,250
| – | – | ﹤0.01% | 545 |
|
|
2021
Q3 | $54K | Hold |
1,250
| – | – | ﹤0.01% | 554 |
|
|
2021
Q2 | $53K | Hold |
1,250
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $51K | Hold |
1,250
| – | – | ﹤0.01% | 562 |
|
|
2020
Q4 | $39K | Buy |
+1,250
| New | +$39K | ﹤0.01% | 569 |
|