A detailed history of Geneos Wealth Management Inc. transactions in Bank Ozk stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 757 shares of OZK stock, worth $33,149. This represents 0.0% of its overall portfolio holdings.

Number of Shares
757
Previous 400 89.25%
Holding current value
$33,149
Previous $16,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$39.66 - $47.08 $14,158 - $16,807
357 Added 89.25%
757 $32,000
Q1 2023

Apr 25, 2023

BUY
$33.05 - $48.69 $13,219 - $19,476
400 New
400 $13,000
Q2 2022

Jul 22, 2022

SELL
$35.04 - $42.31 $13,175 - $15,908
-376 Reduced 48.45%
400 $15,000
Q1 2022

May 16, 2022

BUY
$41.35 - $50.84 $15,547 - $19,115
376 Added 94.0%
776 $33,000
Q4 2021

Feb 09, 2022

SELL
$43.38 - $47.95 $16,310 - $18,029
-376 Reduced 48.45%
400 $18,000
Q2 2021

Jul 08, 2021

SELL
$38.47 - $44.46 $5,501 - $6,357
-143 Reduced 15.56%
776 $32,000
Q4 2020

May 19, 2021

BUY
$21.56 - $31.46 $3,083 - $4,498
143 Added 18.43%
919 $32,000
Q1 2020

Sep 07, 2021

BUY
$16.07 - $30.81 $3,214 - $6,162
200 Added 34.72%
776 $12,000
Q2 2019

Sep 07, 2021

SELL
$28.3 - $34.15 $11,999 - $14,479
-424 Reduced 42.4%
576 $17,000
Q3 2018

Sep 07, 2021

BUY
$37.96 - $46.81 $37,960 - $46,810
1,000 New
1,000 $37,000

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $5.18B
  • 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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