United Capital Financial Advisors’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $504K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $640K | Sell |
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|
2019
Q1 | $618K | Buy |
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|
2018
Q4 | $466K | Sell |
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|
2018
Q3 | $946K | Buy |
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|
2018
Q2 | $912K | Sell |
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|
2018
Q1 | $1.13M | Sell |
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|
2017
Q4 | $1.13M | Sell |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $404K | Buy |
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|
2017
Q1 | $433K | Buy |
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|
2016
Q4 | $419K | Buy |
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|
2016
Q3 | $296K | Buy |
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|
2016
Q2 | $281K | Hold |
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|
2016
Q1 | $311K | Sell |
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|
2015
Q4 | $369K | Sell |
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|
2015
Q3 | $362K | Sell |
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|
2015
Q2 | $379K | Buy |
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|
2015
Q1 | $298K | Hold |
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|
2014
Q4 | $291K | Hold |
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|
2014
Q3 | $242K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $260K | Buy |
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