TD Private Client Wealth’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $734 | Sell |
16
-770
| -98% | -$36.3K | ﹤0.01% | 1438 |
|
|
2025
Q4 | $36.2K | Hold |
786
| – | – | ﹤0.01% | 938 |
|
|
2025
Q3 | $40.1K | Hold |
786
| – | – | ﹤0.01% | 887 |
|
|
2025
Q2 | $37K | Buy |
786
+16
| +2% | +$700 | ﹤0.01% | 891 |
|
|
2025
Q1 | $33.5K | Hold |
770
| – | – | ﹤0.01% | 867 |
|
|
2024
Q4 | $34.3K | Buy |
770
+47
| +7% | +$2.15K | ﹤0.01% | 883 |
|
|
2024
Q3 | $31.1K | Sell |
723
-795
| -52% | -$33.9K | ﹤0.01% | 912 |
|
|
2024
Q2 | $62.2K | Sell |
1,518
-2,602
| -63% | -$113K | ﹤0.01% | 772 |
|
|
2024
Q1 | $187K | Sell |
4,120
-921
| -18% | -$41.2K | 0.01% | 596 |
|
|
2023
Q4 | $251K | Sell |
5,041
-146
| -3% | -$6.02K | 0.01% | 522 |
|
|
2023
Q3 | $192K | Hold |
5,187
| – | – | 0.01% | 551 |
|
|
2023
Q2 | $208K | Buy |
5,187
+748
| +17% | +$26.8K | 0.01% | 552 |
|
|
2023
Q1 | $152K | Buy |
4,439
+3,836
| +636% | +$161K | 0.01% | 587 |
|
|
2022
Q4 | $24.2K | Sell |
603
-77
| -11% | -$3.31K | ﹤0.01% | 890 |
|
|
2022
Q3 | $26.9K | Sell |
680
-200
| -23% | -$8.05K | ﹤0.01% | 852 |
|
|
2022
Q2 | $33K | Sell |
880
-187
| -18% | -$7.38K | ﹤0.01% | 817 |
|
|
2022
Q1 | $45.6K | Sell |
1,067
-31
| -3% | -$1.45K | ﹤0.01% | 790 |
|
|
2021
Q4 | $51.1K | Sell |
1,098
-24
| -2% | -$1.09K | ﹤0.01% | 735 |
|
|
2021
Q3 | $48.2K | Sell |
1,122
-23
| -2% | -$958 | ﹤0.01% | 745 |
|
|
2021
Q2 | $48.3K | Sell |
1,145
-44,982
| -98% | -$1.88M | ﹤0.01% | 743 |
|
|
2021
Q1 | $1.88M | Buy |
46,127
+4,549
| +11% | +$179K | 0.09% | 236 |
|
|
2020
Q4 | $1.3M | Sell |
41,578
-9,254
| -18% | -$250K | 0.07% | 274 |
|
|
2020
Q3 | $1.08M | Sell |
50,832
-77
| -0.2% | -$1.79K | 0.06% | 280 |
|
|
2020
Q2 | $1.19M | Sell |
50,909
-4,158
| -8% | -$89.2K | 0.07% | 263 |
|
|
2020
Q1 | $920K | Buy |
55,067
+5,884
| +12% | +$151K | 0.07% | 240 |
|
|
2019
Q4 | $1.5M | Buy |
+49,183
| New | +$1.44M | 0.09% | 214 |
|
Other funds holding OZK
WA
VPM
VCM
