Dynamic Value Portfolio OZK Holdings History
Dynamic Value Portfolio's Bank OZK Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND TRUST held 1,913.00 shares of Bank OZK(OZK), totaling $83,120.00. This investment constitutes 1.02% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND TRUST now holds 0% of the outstanding Bank OZK(OZK) stock.
The initial trade took place in 2023Q4. And since then Dynamic Value Portfolio has made 2 purchases of OZK, at an average price of $42.07, for a total of 28,115.00 shares. In addition, there have been 4 sales at an average price of $42.92 for 26,202.00 shares. Based on historical transaction data and OZK's current price of $51.00, Dynamic Value Portfolio's estimated gain on his OZK holdings is $39,221.73, reflecting a 3.32% gain to date.
Dynamic Value Portfolio OZK ($51.00) Holding Chart
Dynamic Value Portfolio OZK ($51.00) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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