Montag & Associates’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
Q3 | $2.5K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $54.3K | Hold |
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|
2024
Q4 | $55.7K | Hold |
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|
2024
Q3 | $53.7K | Hold |
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|
2024
Q2 | $51.3K | Hold |
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|
2024
Q1 | $56.8K | Hold |
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|
2023
Q4 | $62.3K | Hold |
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|
2023
Q3 | $46.3K | Hold |
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|
2023
Q2 | $50.2K | Hold |
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|
2023
Q1 | $42.8K | Hold |
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|
2022
Q4 | $50.1K | Hold |
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|
2022
Q3 | $49K | Hold |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $53K | Hold |
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|
2021
Q4 | $58K | Hold |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $39K | Buy |
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