Unison Advisors’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 | $705K | Buy |
14,972
+161
| +1% | +$7.58K | 0.08% | 122 |
|
|
2025
Q1 | $644K | Buy |
14,811
+119
| +0.8% | +$5.17K | 0.08% | 131 |
|
|
2024
Q4 | $654K | Buy |
14,692
+131
| +0.9% | +$5.83K | 0.08% | 132 |
|
|
2024
Q3 | $626K | Buy |
14,561
+138
| +1% | +$5.93K | 0.08% | 147 |
|
|
2024
Q2 | $591K | Buy |
14,423
+126
| +0.9% | +$5.17K | 0.07% | 136 |
|
|
2024
Q1 | $650K | Buy |
14,297
+106
| +0.7% | +$4.82K | 0.06% | 130 |
|
|
2023
Q4 | $707K | Buy |
14,191
+137
| +1% | +$6.83K | 0.08% | 110 |
|
|
2023
Q3 | $521K | Buy |
14,054
+121
| +0.9% | +$4.49K | 0.06% | 130 |
|
|
2023
Q2 | $560K | Buy |
13,933
+138
| +1% | +$5.54K | 0.06% | 115 |
|
|
2023
Q1 | $472K | Buy |
13,795
+139
| +1% | +$4.75K | 0.05% | 137 |
|
|
2022
Q4 | $547K | Buy |
13,656
+79
| +0.6% | +$3.17K | 0.07% | 117 |
|
|
2022
Q3 | $537K | Buy |
13,577
+3,380
| +33% | +$134K | 0.1% | 108 |
|
|
2022
Q2 | $383K | Buy |
10,197
+72
| +0.7% | +$2.7K | 0.1% | 119 |
|
|
2022
Q1 | $432K | Buy |
10,125
+62
| +0.6% | +$2.65K | 0.1% | 118 |
|
|
2021
Q4 | $468K | Buy |
10,063
+64
| +0.6% | +$2.98K | 0.11% | 117 |
|
|
2021
Q3 | $430K | Buy |
9,999
+66
| +0.7% | +$2.84K | 0.11% | 117 |
|
|
2021
Q2 | $419K | Buy |
9,933
+66
| +0.7% | +$2.78K | 0.08% | 123 |
|
|
2021
Q1 | $403K | Buy |
9,867
+79
| +0.8% | +$3.23K | 0.08% | 127 |
|
|
2020
Q4 | $306K | Buy |
9,788
+115
| +1% | +$3.6K | 0.07% | 137 |
|
|
2020
Q3 | $206K | Buy |
9,673
+111
| +1% | +$2.36K | 0.06% | 133 |
|
|
2020
Q2 | $224K | Buy |
+9,562
| New | +$224K | 0.08% | 118 |
|
|
2020
Q1 | – | Sell |
-9,332
| Closed | -$285K | – | 159 |
|
|
2019
Q4 | $285K | Buy |
9,332
+79
| +0.9% | +$2.41K | 0.21% | 113 |
|
|
2019
Q3 | $252K | Buy |
9,253
+70
| +0.8% | +$1.91K | 0.19% | 121 |
|
|
2019
Q2 | $276K | Buy |
9,183
+66
| +0.7% | +$1.98K | 0.21% | 113 |
|
|
2019
Q1 | $264K | Hold |
9,117
| – | – | 0.2% | 119 |
|
|
2018
Q4 | $208K | Buy |
+9,117
| New | +$208K | 0.16% | 142 |
|