United Services Automobile Association’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 Q2	–	Sell	-6,780	Closed	-$296K	–	735
2025 Q1	$296K	Buy	+6,780	New	+$321K	0.01%	830
2022 Q4	–	Sell	-11,607	Closed	-$459K	–	570
2022 Q3	$459K	Sell	11,607 -1,335	-10%	-$53.7K	0.01%	438
2022 Q2	$486K	Buy	+12,942	New	+$511K	0.01%	429
2019 Q3	–	Sell	-157,490	Closed	-$4.74M	–	1340
2019 Q2	$4.74M	Buy	157,490 +33,800	+27%	+$1.05M	0.01%	818
2019 Q1	$3.58M	Buy	123,690 +104,800	+555%	+$3.17M	0.01%	908
2018 Q4	$431K	Hold	18,890	–	–	﹤0.01%	1626
2018 Q3	$717K	Hold	18,890	–	–	﹤0.01%	1511
2018 Q2	$851K	Hold	18,890	–	–	﹤0.01%	1450
2018 Q1	$912K	Buy	+18,890	New	+$956K	﹤0.01%	1434
2017 Q1	–	Sell	-16,935	Closed	-$891K	–	1358
2016 Q4	$891K	Sell	16,935 -23,700	-58%	-$1.06M	﹤0.01%	1120
2016 Q3	$1.56M	Buy	40,635 +24,500	+152%	+$929K	0.01%	1037
2016 Q2	$599K	Buy	+16,135	New	+$636K	﹤0.01%	1136