Personal CFO Solutions’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,503
| Closed | -$387K | – | 591 |
|
|
2024
Q1 | $387K | Buy |
8,503
+38
| +0.4% | +$1.73K | 0.06% | 322 |
|
|
2023
Q4 | $422K | Buy |
8,465
+329
| +4% | +$16.4K | 0.07% | 277 |
|
|
2023
Q3 | $302K | Buy |
8,136
+97
| +1% | +$3.6K | 0.06% | 320 |
|
|
2023
Q2 | $323K | Buy |
8,039
+132
| +2% | +$5.3K | 0.07% | 314 |
|
|
2023
Q1 | $270K | Sell |
7,907
-1,000
| -11% | -$34.2K | 0.06% | 343 |
|
|
2022
Q4 | $357K | Buy |
8,907
+505
| +6% | +$20.2K | 0.08% | 256 |
|
|
2022
Q3 | $332K | Sell |
8,402
-219
| -3% | -$8.65K | 0.08% | 233 |
|
|
2022
Q2 | $324K | Sell |
8,621
-174
| -2% | -$6.54K | 0.08% | 246 |
|
|
2022
Q1 | $376K | Buy |
8,795
+381
| +5% | +$16.3K | 0.07% | 258 |
|
|
2021
Q4 | $392K | Sell |
8,414
-52
| -0.6% | -$2.42K | 0.07% | 250 |
|
|
2021
Q3 | $364K | Buy |
8,466
+354
| +4% | +$15.2K | 0.07% | 239 |
|
|
2021
Q2 | $342K | Buy |
8,112
+55
| +0.7% | +$2.32K | 0.07% | 255 |
|
|
2021
Q1 | $329K | Buy |
8,057
+209
| +3% | +$8.53K | 0.07% | 235 |
|
|
2020
Q4 | $245K | Buy |
+7,848
| New | +$245K | 0.06% | 299 |
|
|
2020
Q1 | – | Sell |
-6,613
| Closed | -$202K | – | 344 |
|
|
2019
Q4 | $202K | Buy |
+6,613
| New | +$202K | 0.06% | 322 |
|