Summit Trail Advisors’s Bank OZK OZK Stock Holding History

Summit Trail Advisors’s Portfolio OZK Stock Details OZK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.72M	Buy
2025 Q2	$1.57M	Buy
2025 Q1	$700K	Buy
2024 Q4	$214K	Buy
2018 Q4	–	Sell
2018 Q3	$298K	Buy
2018 Q2	–	Sell
2018 Q1	$919K	Buy
2017 Q4	$1.11M	Buy