WFG Advisors’s Bank OZK OZK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $24K | Hold |
510
| – | – | 0.01% | 902 |
|
|
2017
Q1 | $27K | Hold |
510
| – | – | 0.01% | 817 |
|
|
2016
Q4 | $27K | Hold |
510
| – | – | 0.01% | 865 |
|
|
2016
Q3 | $20K | Hold |
510
| – | – | 0.01% | 951 |
|
|
2016
Q2 | $19K | Sell |
510
-2,600
| -84% | -$96.9K | 0.01% | 929 |
|
|
2016
Q1 | $131K | Sell |
3,110
-500
| -14% | -$21.1K | 0.04% | 423 |
|
|
2015
Q4 | $179K | Buy |
3,610
+4
| +0.1% | +$198 | 0.05% | 315 |
|
|
2015
Q3 | $158K | Buy |
3,606
+3
| +0.1% | +$131 | 0.05% | 342 |
|
|
2015
Q2 | $165K | Buy |
+3,603
| New | +$165K | 0.05% | 393 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$6K | – | 2145 |
|
|
2013
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 1716 |
|
|
2013
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 1743 |
|
|
2013
Q2 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1730 |
|