A detailed history of Ever Source Wealth Advisors, LLC transactions in Bank Ozk stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 172 shares of OZK stock, worth $7,984. This represents 0.0% of its overall portfolio holdings.

Number of Shares
172
Previous 122 40.98%
Holding current value
$7,984
Previous $5,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$39.66 - $47.08 $1,982 - $2,354
50 Added 40.98%
172 $7,000
Q2 2024

Aug 13, 2024

BUY
$37.85 - $49.21 $2,573 - $3,346
68 Added 125.93%
122 $5,000
Q1 2024

Jun 11, 2024

BUY
$41.6 - $49.75 $1,164 - $1,393
28 Added 107.69%
54 $2,000
Q4 2023

Feb 09, 2024

BUY
$35.16 - $51.61 $492 - $722
14 Added 116.67%
26 $1,000
Q1 2023

May 11, 2023

BUY
$33.05 - $48.69 $396 - $584
12 New
12 $0

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $5.49B
  • 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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.