Forvis Wealth Advisors, LLC Bank Ozk Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Bank Ozk stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,510 shares of OZK stock, worth $424,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,510

Previous 8,467 0.51%

Holding current value

$424,649

Previous $347,000 5.19%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$39.66 - $47.08 $1,705 - $2,024	43 Added 0.51%	8,510 $365,000
Q3 2023 Oct 25, 2023	SELL	$36.3 - $44.67 $8,349 - $10,274	-230 Reduced 2.64%	8,467 $313,000
Q2 2023 Aug 08, 2023	BUY	$31.33 - $41.62 $125 - $166	4 Added 0.05%	8,697 $349,000
Q1 2023 Apr 26, 2023	BUY	$33.05 - $48.69 $99 - $146	3 Added 0.03%	8,693 $297,000
Q4 2022 Feb 02, 2023	BUY	$39.09 - $47.84 $156 - $191	4 Added 0.05%	8,690 $348,000
Q3 2022 Oct 13, 2022	BUY	$18.37 - $42.55 $73 - $170	4 Added 0.05%	8,686 $344,000
Q2 2022 Jul 22, 2022	BUY	$35.04 - $42.31 $105 - $126	3 Added 0.03%	8,682 $326,000
Q1 2022 May 10, 2022	BUY	$41.35 - $50.84 $124 - $152	3 Added 0.03%	8,679 $371,000
Q4 2021 Jan 14, 2022	BUY	$43.38 - $47.95 $10,107 - $11,172	233 Added 2.76%	8,676 $404,000
Q3 2021 Oct 14, 2021	BUY	$38.89 - $44.15 $116 - $132	3 Added 0.04%	8,443 $363,000
Q2 2021 Jul 14, 2021	BUY	$38.47 - $44.46 $115 - $133	3 Added 0.04%	8,440 $356,000
Q1 2021 Apr 23, 2021	SELL	$31.52 - $45.47 $11,946 - $17,233	-379 Reduced 4.3%	8,437 $345,000
Q4 2020 Jan 22, 2021	BUY	$21.56 - $31.46 $190,072 - $277,351	8,816 New	8,816 $276,000
Q1 2020 Apr 10, 2020	SELL	$16.07 - $30.81 $139,198 - $266,876	-8,662 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$25.39 - $31.54 $101 - $126	-4 Reduced 0.05%	8,662 $264,000
Q3 2019 Oct 29, 2019	SELL	$24.61 - $31.02 $1,476 - $1,861	-60 Reduced 0.69%	8,666 $236,000
Q2 2019 Jul 10, 2019	BUY	$28.3 - $34.15 $84 - $102	3 Added 0.03%	8,726 $263,000
Q1 2019 Apr 10, 2019	BUY	$23.2 - $33.48 $202,373 - $292,046	8,723 New	8,723 $253,000
Q4 2018 Jan 15, 2019	SELL	$21.19 - $38.72 $169,964 - $310,573	-8,021 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	$37.96 - $46.81 $304,477 - $375,463	8,021 New	8,021 $304,000

Others Institutions Holding OZK

# of Institutions

489

Shares Held

104M

Call Options Held

1.65M

Put Options Held

1.06M

View Full List

About Bank OZK

Ticker OZK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 118,308,000
Market Cap $5.9B
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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Forvis Wealth Advisors, LLC Bank Ozk Transaction History