Summit Securities Group’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 | – | Sell |
-735
| Closed | -$31.9K | – | 1179 |
|
|
2025
Q1 | $31.9K | Buy |
+735
| New | +$31.9K | 0.01% | 284 |
|
|
2024
Q3 | – | Sell |
-1
| Closed | – | – | 661 |
|
|
2024
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 592 |
|
|
2023
Q3 | – | Sell |
-1,500
| Closed | -$23K | – | 736 |
|
|
2023
Q2 | $23K | Buy |
+1,500
| New | +$23K | ﹤0.01% | 472 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | – | – | 958 |
|
|
2022
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1063 |
|
|
2017
Q2 | – | Sell |
-7,711
| Closed | -$401K | – | 292 |
|
|
2017
Q1 | $401K | Buy |
+7,711
| New | +$401K | 0.12% | 169 |
|
|
2016
Q3 | – | Sell |
-12,590
| Closed | -$472K | – | 212 |
|
|
2016
Q2 | $472K | Sell |
12,590
-59,563
| -83% | -$2.23M | 0.25% | 91 |
|
|
2016
Q1 | $3.03M | Buy |
+72,153
| New | +$3.03M | 2.12% | 11 |
|