Waverly 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 | – | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $560K | Buy |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $691K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $74K | Hold |
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|
2014
Q2 | $79K | Sell |
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|
2014
Q1 | $160K | Hold |
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|
2013
Q4 | $133K | Buy |
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