A detailed history of True Wealth Design, LLC transactions in Bank Ozk stock. As of the latest transaction made, True Wealth Design, LLC holds 568 shares of OZK stock, worth $25,554. This represents 0.01% of its overall portfolio holdings.

Number of Shares
568
Previous 230 146.96%
Holding current value
$25,554
Previous $10.8 Million 167.53%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
$47.4 - $53.14 $16,021 - $17,961
338 Added 146.96%
568 $29 Million
Q2 2025

Aug 06, 2025

SELL
$37.58 - $47.34 $15,295 - $19,267
-407 Reduced 63.89%
230 $10.8 Million
Q1 2025

May 13, 2025

BUY
$41.71 - $53.1 $1,167 - $1,486
28 Added 4.6%
637 $27.7 Million
Q4 2024

Feb 14, 2025

BUY
$41.39 - $50.55 $5,918 - $7,228
143 Added 30.69%
609 $27.1 Million
Q3 2024

Nov 14, 2024

BUY
$39.66 - $47.08 $18,481 - $21,939
466 New
466 $20 Million
Q1 2023

May 12, 2023

BUY
$33.05 - $48.69 $1,454 - $2,142
44 New
44 $1.51 Million

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $5.32B
  • Description
  • Bank OZK provides various retail and commercial banking services. It accepts various deposit products, including non-interest-bearing checking, interest bearing transaction, business sweep, savings, money market, individual retirement, and other accounts, as well as time deposits. The company also offers real estate, consumer and business purpos...
More about OZK
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