Wealth Enhancement Advisory Services
OZK icon

Wealth Enhancement Advisory Services’s Bank OZK OZK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.31M Sell
28,339
-40,934
-59% -$1.93M ﹤0.01% 1639
2025
Q4 		$3.29M Sell
69,273
-3,371
-5% -$158K ﹤0.01% 1233
2025
Q3 		$3.78M Buy
72,644
+7,351
+11% +$376K 0.01% 1100
2025
Q2 		$3.33M Sell
65,293
-7,572
-10% -$331K 0.01% 1094
2025
Q1 		$3.17M Buy
72,865
+10,229
+16% +$484K 0.01% 1023
2024
Q4 		$2.79M Buy
62,636
+6,725
+12% +$308K 0.01% 1028
2024
Q3 		$2.4M Buy
55,911
+6,846
+14% +$291K 0.01% 973
2024
Q2 		$2.01M Sell
49,065
-4,566
-9% -$199K ﹤0.01% 980
2024
Q1 		$2.44M Sell
53,631
-257
-0.5% -$11.5K 0.01% 878
2023
Q4 		$2.69M Sell
53,888
-223
-0.4% -$9.19K 0.01% 798
2023
Q3 		$2.01M Buy
+54,111
New +$2.19M 0.01% 866

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