Prestige Wealth Management Group’s Bank OZK OZK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38K	Hold	30	–	–	﹤0.01%	814
2025 Q4	$1.38K	Hold	30	–	–	﹤0.01%	831
2025 Q3	$1.53K	Hold	30	–	–	﹤0.01%	794
2025 Q2	$1.41K	Hold	30	–	–	﹤0.01%	801
2025 Q1	$1.3K	Hold	30	–	–	﹤0.01%	809
2024 Q4	$1.34K	Hold	30	–	–	﹤0.01%	843
2024 Q3	$1.29K	Hold	30	–	–	﹤0.01%	847
2024 Q2	$1.23K	Hold	30	–	–	﹤0.01%	800
2024 Q1	$1.36K	Hold	30	–	–	﹤0.01%	832
2023 Q4	$1.5K	Hold	30	–	–	﹤0.01%	810
2023 Q3	$1.11K	Hold	30	–	–	﹤0.01%	869
2023 Q2	$1.21K	Hold	30	–	–	﹤0.01%	881
2023 Q1	$1.03K	Buy	+30	New	+$1.26K	﹤0.01%	891
2019 Q3	–	Sell	-7,016	Closed	-$211K	–	628
2019 Q2	$211K	Sell	7,016 -1,884	-21%	-$58.4K	0.13%	106
2019 Q1	$258K	Buy	8,900 +247	+3%	+$7.48K	0.16%	100
2018 Q4	$198K	Buy	+8,653	New	+$240K	0.15%	111