Vanguard Personalized Indexing Management’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
14,765
-1,483
| -9% | -$69.8K | 0.01% | 1053 |
|
|
2025
Q1 | $706K | Buy |
16,248
+211
| +1% | +$9.17K | 0.01% | 950 |
|
|
2024
Q4 | $714K | Buy |
16,037
+742
| +5% | +$33K | 0.01% | 942 |
|
|
2024
Q3 | $658K | Buy |
15,295
+2,011
| +15% | +$86.5K | 0.01% | 968 |
|
|
2024
Q2 | $545K | Buy |
13,284
+2,968
| +29% | +$122K | 0.01% | 991 |
|
|
2024
Q1 | $469K | Sell |
10,316
-3,431
| -25% | -$156K | 0.01% | 1061 |
|
|
2023
Q4 | $685K | Buy |
13,747
+4,160
| +43% | +$207K | 0.02% | 838 |
|
|
2023
Q3 | $355K | Sell |
9,587
-9,860
| -51% | -$366K | 0.01% | 1049 |
|
|
2023
Q2 | $781K | Buy |
19,447
+2,299
| +13% | +$92.3K | 0.02% | 688 |
|
|
2023
Q1 | $586K | Buy |
+17,148
| New | +$586K | 0.02% | 788 |
|