Steward Partners Investment Advisory’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2K | Sell |
556
-25
| -4% | -$1.18K | ﹤0.01% | 2789 |
|
|
2025
Q1 | $25.2K | Hold |
581
| – | – | ﹤0.01% | 2695 |
|
|
2024
Q4 | $25.9K | Hold |
581
| – | – | ﹤0.01% | 2662 |
|
|
2024
Q3 | $25K | Sell |
581
-21
| -3% | -$903 | ﹤0.01% | 2564 |
|
|
2024
Q2 | $24.7K | Sell |
602
-204
| -25% | -$8.36K | ﹤0.01% | 2429 |
|
|
2024
Q1 | $36.6K | Buy |
806
+225
| +39% | +$10.2K | ﹤0.01% | 2253 |
|
|
2023
Q4 | $29K | Buy |
581
+231
| +66% | +$11.5K | ﹤0.01% | 2219 |
|
|
2023
Q3 | $13K | Hold |
350
| – | – | ﹤0.01% | 2483 |
|
|
2023
Q2 | $14.1K | Hold |
350
| – | – | ﹤0.01% | 2453 |
|
|
2023
Q1 | $12K | Sell |
350
-88
| -20% | -$3.01K | ﹤0.01% | 2475 |
|
|
2022
Q4 | $17.5K | Sell |
438
-49
| -10% | -$1.96K | ﹤0.01% | 2298 |
|
|
2022
Q3 | $19K | Sell |
487
-47
| -9% | -$1.83K | ﹤0.01% | 2251 |
|
|
2022
Q2 | $20K | Buy |
534
+48
| +10% | +$1.8K | ﹤0.01% | 2226 |
|
|
2022
Q1 | $21K | Hold |
486
| – | – | ﹤0.01% | 2341 |
|
|
2021
Q4 | $23K | Buy |
486
+1
| +0.2% | +$47 | ﹤0.01% | 2263 |
|
|
2021
Q3 | $21K | Hold |
485
| – | – | ﹤0.01% | 2306 |
|
|
2021
Q2 | $20K | Sell |
485
-153
| -24% | -$6.31K | ﹤0.01% | 5105 |
|
|
2021
Q1 | $26.1K | Buy |
638
+1
| +0.2% | +$41 | ﹤0.01% | 2347 |
|
|
2020
Q4 | $20K | Sell |
637
-420
| -40% | -$13.2K | ﹤0.01% | 2062 |
|
|
2020
Q3 | $23K | Sell |
1,057
-46
| -4% | -$1K | ﹤0.01% | 1843 |
|
|
2020
Q2 | $26K | Buy |
1,103
+484
| +78% | +$11.4K | ﹤0.01% | 1680 |
|
|
2020
Q1 | $10K | Sell |
619
-27
| -4% | -$436 | ﹤0.01% | 1864 |
|
|
2019
Q4 | $19K | Buy |
646
+3
| +0.5% | +$88 | ﹤0.01% | 1792 |
|
|
2019
Q3 | $17K | Sell |
643
-57
| -8% | -$1.51K | ﹤0.01% | 1783 |
|
|
2019
Q2 | $21K | Buy |
+700
| New | +$21K | ﹤0.01% | 1693 |
|
|
2018
Q4 | – | Sell |
-2,586
| Closed | -$98K | – | 1719 |
|
|
2018
Q3 | $98K | Buy |
2,586
+75
| +3% | +$2.84K | ﹤0.01% | 940 |
|
|
2018
Q2 | $113K | Sell |
2,511
-80
| -3% | -$3.6K | 0.01% | 809 |
|
|
2018
Q1 | $125K | Buy |
2,591
+1,222
| +89% | +$59K | 0.01% | 721 |
|
|
2017
Q4 | $66K | Sell |
1,369
-575
| -30% | -$27.7K | 0.01% | 740 |
|
|
2017
Q3 | $93K | Buy |
1,944
+61
| +3% | +$2.92K | 0.01% | 555 |
|
|
2017
Q2 | $88K | Buy |
1,883
+519
| +38% | +$24.3K | 0.01% | 513 |
|
|
2017
Q1 | $70K | Buy |
1,364
+883
| +184% | +$45.3K | 0.01% | 485 |
|
|
2016
Q4 | $25K | Buy |
+481
| New | +$25K | 0.01% | 419 |
|