Venturi Wealth Management’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 | $236K | Sell |
5,009
-501
| -9% | -$23.6K | 0.01% | 485 |
|
|
2025
Q1 | $239K | Buy |
5,510
+3,325
| +152% | +$144K | 0.01% | 503 |
|
|
2024
Q4 | $97.3K | Buy |
2,185
+595
| +37% | +$26.5K | ﹤0.01% | 791 |
|
|
2024
Q3 | $68.4K | Buy |
1,590
+1,287
| +425% | +$55.3K | ﹤0.01% | 673 |
|
|
2024
Q2 | $12.4K | Buy |
303
+29
| +11% | +$1.19K | ﹤0.01% | 1057 |
|
|
2024
Q1 | $12.5K | Buy |
274
+194
| +243% | +$8.82K | ﹤0.01% | 875 |
|
|
2023
Q4 | $3.99K | Sell |
80
-15
| -16% | -$748 | ﹤0.01% | 1075 |
|
|
2023
Q3 | $3.52K | Buy |
+95
| New | +$3.52K | ﹤0.01% | 1058 |
|