TCI Wealth Advisors’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-233
| Closed | -$7.97K | – | 1607 |
|
|
2023
Q1 | $7.97K | Sell |
233
-2
| -0.9% | -$68 | ﹤0.01% | 1224 |
|
|
2022
Q4 | $9.41K | Sell |
235
-100
| -30% | -$4.01K | ﹤0.01% | 1109 |
|
|
2022
Q3 | $13K | Buy |
335
+92
| +38% | +$3.57K | ﹤0.01% | 871 |
|
|
2022
Q2 | $9K | Sell |
243
-270
| -53% | -$10K | ﹤0.01% | 1091 |
|
|
2022
Q1 | $22K | Hold |
513
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $24K | Hold |
513
| – | – | ﹤0.01% | 632 |
|
|
2021
Q3 | $22K | Buy |
513
+113
| +28% | +$4.85K | ﹤0.01% | 634 |
|
|
2021
Q2 | $17K | Buy |
400
+26
| +7% | +$1.11K | ﹤0.01% | 647 |
|
|
2021
Q1 | $15K | Buy |
374
+116
| +45% | +$4.65K | 0.01% | 643 |
|
|
2020
Q4 | $8K | Sell |
258
-20
| -7% | -$620 | ﹤0.01% | 694 |
|
|
2020
Q3 | $6K | Sell |
278
-4
| -1% | -$86 | ﹤0.01% | 706 |
|
|
2020
Q2 | $7K | Sell |
282
-169
| -37% | -$4.2K | ﹤0.01% | 653 |
|
|
2020
Q1 | $8K | Sell |
451
-68
| -13% | -$1.21K | ﹤0.01% | 611 |
|
|
2019
Q4 | $16K | Sell |
519
-233
| -31% | -$7.18K | 0.01% | 601 |
|
|
2019
Q3 | $21K | Buy |
752
+229
| +44% | +$6.4K | 0.01% | 485 |
|
|
2019
Q2 | $16K | Hold |
523
| – | – | 0.01% | 515 |
|
|
2019
Q1 | $15K | Hold |
523
| – | – | 0.01% | 546 |
|
|
2018
Q4 | $12K | Buy |
523
+22
| +4% | +$505 | 0.01% | 576 |
|
|
2018
Q3 | $19K | Sell |
501
-22
| -4% | -$834 | 0.01% | 506 |
|
|
2018
Q2 | $24K | Buy |
523
+34
| +7% | +$1.56K | 0.01% | 451 |
|
|
2018
Q1 | $24K | Sell |
489
-38
| -7% | -$1.87K | 0.01% | 449 |
|
|
2017
Q4 | $26K | Hold |
527
| – | – | 0.01% | 450 |
|
|
2017
Q3 | $25K | Sell |
527
-10
| -2% | -$474 | 0.01% | 421 |
|
|
2017
Q2 | $25K | Hold |
537
| – | – | 0.01% | 428 |
|
|
2017
Q1 | $28K | Sell |
537
-57
| -10% | -$2.97K | 0.01% | 397 |
|
|
2016
Q4 | $31K | Sell |
594
-26
| -4% | -$1.36K | 0.02% | 403 |
|
|
2016
Q3 | $24K | Buy |
620
+26
| +4% | +$1.01K | 0.01% | 413 |
|
|
2016
Q2 | $22K | Hold |
594
| – | – | 0.01% | 427 |
|
|
2016
Q1 | $25K | Sell |
594
-54
| -8% | -$2.27K | 0.01% | 401 |
|
|
2015
Q4 | $32K | Buy |
+648
| New | +$32K | 0.02% | 362 |
|