True Wealth Design’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 | $10.8K | Sell |
230
-407
| -64% | -$19.2K | ﹤0.01% | 550 |
|
|
2025
Q1 | $27.7K | Buy |
637
+28
| +5% | +$1.22K | 0.01% | 286 |
|
|
2024
Q4 | $27.1K | Buy |
609
+143
| +31% | +$6.37K | 0.01% | 278 |
|
|
2024
Q3 | $20K | Buy |
+466
| New | +$20K | 0.01% | 325 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$1.51K | – | 852 |
|
|
2023
Q1 | $1.51K | Buy |
+44
| New | +$1.51K | ﹤0.01% | 361 |
|