Sowell Financial Services’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 | $1.82M | Sell |
39,671
-1,243
| -3% | -$58.6K | 0.07% | 307 |
|
|
2025
Q4 | $1.88M | Buy |
40,914
+403
| +1% | +$18.9K | 0.07% | 296 |
|
|
2025
Q3 | $2.07M | Sell |
40,511
-171
| -0.4% | -$8.73K | 0.08% | 265 |
|
|
2025
Q2 | $1.91M | Buy |
40,682
+32,475
| +396% | +$1.42M | 0.08% | 279 |
|
|
2025
Q1 | $357K | Buy |
+8,207
| New | +$388K | 0.02% | 693 |
|
|
2024
Q1 | – | Sell |
-10,573
| Closed | -$527K | – | 574 |
|
|
2023
Q4 | $527K | Buy |
10,573
+236
| +2% | +$9.73K | 0.03% | 423 |
|
|
2023
Q3 | $383K | Sell |
10,337
-2,097
| -17% | -$85K | 0.02% | 437 |
|
|
2023
Q2 | $499K | Sell |
12,434
-770
| -6% | -$27.6K | 0.03% | 453 |
|
|
2023
Q1 | $452K | Sell |
13,204
-2,655
| -17% | -$111K | 0.03% | 459 |
|
|
2022
Q4 | $635K | Sell |
15,859
-838
| -5% | -$36K | 0.04% | 394 |
|
|
2022
Q3 | $661K | Sell |
16,697
-218
| -1% | -$8.77K | 0.07% | 283 |
|
|
2022
Q2 | $635K | Buy |
+16,915
| New | +$667K | 0.06% | 200 |
|
|
2022
Q1 | – | Sell |
-16,795
| Closed | -$781K | – | 402 |
|
|
2021
Q4 | $781K | Buy |
16,795
+3,773
| +29% | +$172K | 0.04% | 371 |
|
|
2021
Q3 | $560K | Buy |
13,022
+6
| +0% | +$250 | 0.04% | 379 |
|
|
2021
Q2 | $549K | Sell |
13,016
-9,144
| -41% | -$381K | 0.04% | 405 |
|
|
2021
Q1 | $952K | Sell |
22,160
-2,817
| -11% | -$111K | 0.03% | 430 |
|
|
2020
Q4 | $781K | Buy |
24,977
+7,899
| +46% | +$213K | 0.03% | 384 |
|
|
2020
Q3 | $364K | Sell |
17,078
-3,075
| -15% | -$71.6K | 0.02% | 549 |
|
|
2020
Q2 | $473K | Sell |
20,153
-533
| -3% | -$11.4K | 0.03% | 474 |
|
|
2020
Q1 | $345K | Buy |
20,686
+10,883
| +111% | +$280K | 0.03% | 501 |
|
|
2019
Q4 | $299K | Sell |
9,803
-10,348
| -51% | -$303K | 0.02% | 598 |
|
|
2019
Q3 | $550K | Buy |
+20,151
| New | +$560K | 0.05% | 393 |
|
|
2019
Q1 | $543K | Sell |
18,728
-1,564
| -8% | -$47.3K | 0.06% | 307 |
|
|
2018
Q4 | $463K | Buy |
20,292
+4,941
| +32% | +$137K | 0.07% | 286 |
|
|
2018
Q3 | $583K | Buy |
+15,351
| New | +$630K | 0.08% | 181 |
|
|
2018
Q2 | – | Sell |
-14,401
| Closed | -$680K | – | 304 |
|
|
2018
Q1 | $680K | Sell |
14,401
-11,356
| -44% | -$575K | 0.17% | 127 |
|
|
2017
Q4 | $1.32M | Buy |
25,757
+11,363
| +79% | +$528K | 0.32% | 77 |
|
|
2017
Q3 | $663K | Sell |
14,394
-47
| -0.3% | -$2.09K | 0.17% | 115 |
|
|
2017
Q2 | $634K | Buy |
14,441
+263
| +2% | +$12.5K | 0.18% | 113 |
|
|
2017
Q1 | $667K | Buy |
+14,178
| New | +$763K | 0.2% | 116 |
|
Other funds holding OZK
WA
VPM
VCM
