QV Investors’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 | $6.67M | Sell |
145,370
-14,180
| -9% | -$668K | 0.54% | 45 |
|
|
2025
Q4 | $7.34M | Sell |
159,550
-24,200
| -13% | -$1.13M | 0.6% | 42 |
|
|
2025
Q3 | $9.37M | Sell |
183,750
-35,330
| -16% | -$1.8M | 0.81% | 38 |
|
|
2025
Q2 | $10.3M | Buy |
219,080
+33,430
| +18% | +$1.46M | 1.01% | 32 |
|
|
2025
Q1 | $8.07M | Buy |
185,650
+22,060
| +13% | +$1.04M | 0.81% | 37 |
|
|
2024
Q4 | $7.29M | Sell |
163,590
-7,460
| -4% | -$341K | 0.75% | 38 |
|
|
2024
Q3 | $7.35M | Sell |
171,050
-35,050
| -17% | -$1.49M | 0.65% | 42 |
|
|
2024
Q2 | $8.45M | Sell |
206,100
-8,030
| -4% | -$349K | 0.79% | 38 |
|
|
2024
Q1 | $9.73M | Hold |
214,130
| – | – | 0.84% | 41 |
|
|
2023
Q4 | $10.7M | Sell |
214,130
-1,740
| -0.8% | -$71.7K | 0.96% | 37 |
|
|
2023
Q3 | $8M | Buy |
215,870
+31,760
| +17% | +$1.29M | 0.83% | 39 |
|
|
2023
Q2 | $7.39M | Sell |
184,110
-3,220
| -2% | -$115K | 0.67% | 46 |
|
|
2023
Q1 | $6.41M | Sell |
187,330
-2,990
| -2% | -$125K | 0.6% | 48 |
|
|
2022
Q4 | $7.62M | Buy |
190,320
+26,140
| +16% | +$1.12M | 0.73% | 44 |
|
|
2022
Q3 | $6.5M | Sell |
164,180
-9,400
| -5% | -$378K | 0.63% | 45 |
|
|
2022
Q2 | $6.51M | Sell |
173,580
-34,580
| -17% | -$1.36M | 0.59% | 45 |
|
|
2022
Q1 | $8.89M | Sell |
208,160
-38,430
| -16% | -$1.79M | 0.63% | 43 |
|
|
2021
Q4 | $11.5M | Sell |
246,590
-10,120
| -4% | -$461K | 0.8% | 37 |
|
|
2021
Q3 | $11M | Sell |
256,710
-22,490
| -8% | -$937K | 0.84% | 36 |
|
|
2021
Q2 | $11.8M | Buy |
279,200
+19,200
| +7% | +$801K | 0.72% | 39 |
|
|
2021
Q1 | $10.6M | Sell |
260,000
-27,720
| -10% | -$1.09M | 0.65% | 42 |
|
|
2020
Q4 | $9M | Sell |
287,720
-75,960
| -21% | -$2.05M | 0.59% | 44 |
|
|
2020
Q3 | $7.75M | Sell |
363,680
-26,330
| -7% | -$613K | 0.53% | 47 |
|
|
2020
Q2 | $9.15M | Buy |
390,010
+121,100
| +45% | +$2.6M | 0.61% | 45 |
|
|
2020
Q1 | $4.49M | Buy |
268,910
+680
| +0.3% | +$17.5K | 0.38% | 50 |
|
|
2019
Q4 | $8.18M | Buy |
268,230
+122,070
| +84% | +$3.58M | 0.34% | 45 |
|
|
2019
Q3 | $3.99M | Sell |
146,160
-12,530
| -8% | -$348K | 0.12% | 58 |
|
|
2019
Q2 | $4.77M | Buy |
+158,690
| New | +$4.92M | 0.15% | 52 |
|
Other funds holding OZK
WA
VPM
VCM
