SVB Wealth’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 |
-97
| Closed | -$4.21K | – | 1266 |
|
|
2025
Q1 | $4.21K | Buy |
+97
| New | +$4.21K | ﹤0.01% | 1068 |
|
|
2024
Q3 | – | Sell |
-16,536
| Closed | -$678K | – | 426 |
|
|
2024
Q2 | $678K | Sell |
16,536
-11,534
| -41% | -$473K | 0.02% | 380 |
|
|
2024
Q1 | $1.28M | Sell |
28,070
-74
| -0.3% | -$3.36K | 0.03% | 305 |
|
|
2023
Q4 | $1.4M | Buy |
28,144
+13,951
| +98% | +$695K | 0.03% | 289 |
|
|
2023
Q3 | $526K | Sell |
14,193
-458
| -3% | -$17K | 0.01% | 440 |
|
|
2023
Q2 | $588K | Buy |
14,651
+1,866
| +15% | +$74.9K | 0.01% | 443 |
|
|
2023
Q1 | $437K | Buy |
12,785
+121
| +1% | +$4.14K | 0.01% | 579 |
|
|
2022
Q4 | $507K | Sell |
12,664
-3
| -0% | -$120 | 0.01% | 556 |
|
|
2022
Q3 | $501K | Buy |
+12,667
| New | +$501K | 0.01% | 530 |
|