Phillips Wealth Planners’s Bank OZK OZK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,390	Closed	-$201K	–	182
2023 Q4	$201K	Buy	+4,390	New	+$201K	0.24%	152
2023 Q1	–	Sell	-4,654	Closed	-$221K	–	156
2022 Q4	$221K	Buy	+4,654	New	+$221K	0.39%	94