A detailed history of Forum Financial Management, LP transactions in Bank Ozk stock. As of the latest transaction made, Forum Financial Management, LP holds 5,401 shares of OZK stock, worth $275,072. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,401
Previous 5,465 1.17%
Holding current value
$275,072
Previous $224,000 3.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024

SELL
$39.66 - $47.08 $2,538 - $3,013
-64 Reduced 1.17%
5,401 $232,000
Q2 2024

Jul 30, 2024

SELL
$37.85 - $49.21 $8,289 - $10,776
-219 Reduced 3.85%
5,465 $224,000
Q2 2023

Jul 26, 2023

BUY
$31.33 - $41.62 $178,079 - $236,568
5,684 New
5,684 $228,000

Others Institutions Holding OZK

About Bank OZK


  • Ticker OZK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 118,308,000
  • Market Cap $6.03B
  • 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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