Naviter Wealth’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 | $1.48M | Hold |
31,457
| – | – | 0.18% | 136 |
|
|
2025
Q1 | $1.38M | Sell |
31,457
-10,000
| -24% | -$437K | 0.17% | 149 |
|
|
2024
Q4 | $1.85M | Sell |
41,457
-10,000
| -19% | -$445K | 0.22% | 123 |
|
|
2024
Q3 | $2.21M | Hold |
51,457
| – | – | 0.31% | 87 |
|
|
2024
Q2 | $2.11M | Hold |
51,457
| – | – | 0.31% | 82 |
|
|
2024
Q1 | $2.34M | Buy |
51,457
+17,192
| +50% | +$782K | 0.38% | 73 |
|
|
2023
Q4 | $1.71M | Sell |
34,265
-7,240
| -17% | -$361K | 0.34% | 78 |
|
|
2023
Q3 | $1.54M | Hold |
41,505
| – | – | 0.37% | 66 |
|
|
2023
Q2 | $1.67M | Buy |
+41,505
| New | +$1.67M | 0.42% | 60 |
|
|
2023
Q1 | – | Sell |
-10,000
| Closed | -$443K | – | 212 |
|
|
2022
Q4 | $443K | Buy |
+10,000
| New | +$443K | 0.12% | 160 |
|