SWA
Sutton Wealth Advisors’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7
| Closed | -$263 | – | 1710 |
|
|
2022
Q2 | $263 | Sell |
7
-14
| -67% | -$526 | ﹤0.01% | 1552 |
|
|
2022
Q1 | $897 | Buy |
21
+8
| +62% | +$342 | ﹤0.01% | 1371 |
|
|
2021
Q4 | $605 | Buy |
+13
| New | +$605 | ﹤0.01% | 1466 |
|
|
2020
Q2 | – | Sell |
-59
| Closed | -$985 | – | 1264 |
|
|
2020
Q1 | $985 | Hold |
59
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q4 | $1.8K | Buy |
59
+20
| +51% | +$610 | ﹤0.01% | 1070 |
|
|
2019
Q3 | $1.06K | Sell |
39
-52
| -57% | -$1.42K | ﹤0.01% | 1109 |
|
|
2019
Q2 | $2.74K | Buy |
91
+52
| +133% | +$1.57K | ﹤0.01% | 1018 |
|
|
2019
Q1 | $1.13K | Hold |
39
| – | – | ﹤0.01% | 1103 |
|
|
2018
Q4 | $890 | Buy |
+39
| New | +$890 | ﹤0.01% | 1049 |
|