Small Company Value Portfolio OZK Holdings History
Small Company Value Portfolio's Bank OZK Holding Summary
As of 2025-03-31, Small Company Value Portfolio held 5,253.00 shares of Bank OZK(OZK), totaling $228,240.00. This investment constitutes 1.04% of their stock portfolio, and Small Company Value Portfolio now holds 0% of the outstanding Bank OZK(OZK) stock.
The initial trade took place in 2019Q4. And since then Small Company Value Portfolio has made 6 purchases of OZK, at an average price of $30.18, for a total of 21,310.00 shares. In addition, there have been 13 sales at an average price of $34.78 for 16,057.00 shares. Based on historical transaction data and OZK's current price of $51.96, Small Company Value Portfolio's estimated gain on his OZK holdings is $188,318.84, reflecting a 29.28% gain to date.
Small Company Value Portfolio OZK ($51.96) Holding Chart
Small Company Value Portfolio OZK ($51.96) 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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