Naples Global Advisors’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 | $762K | Buy |
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|
2025
Q2 | $703K | Buy |
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|
2025
Q1 | $649K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $672K | Sell |
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|
2024
Q2 | $679K | Buy |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $759K | Buy |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $511K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $244K | Hold |
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|
2022
Q3 | $241K | Buy |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $250K | Hold |
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|
2021
Q4 | $272K | Hold |
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|
2021
Q3 | $251K | Sell |
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|
2021
Q2 | $259K | Sell |
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|
2021
Q1 | $259K | Buy |
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