Personal Cfo Solutions, LLC Bank Ozk Transaction History

Personal Cfo Solutions, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$41.6 - $49.75 $1,580 - $1,890	38 Added 0.45%	8,503 $386,000
Q4 2023 Feb 13, 2024	BUY	$35.16 - $51.61 $11,567 - $16,979	329 Added 4.04%	8,465 $421,000
Q3 2023 Nov 13, 2023	BUY	$36.3 - $44.67 $3,521 - $4,332	97 Added 1.21%	8,136 $301,000
Q2 2023 Aug 10, 2023	BUY	$31.33 - $41.62 $4,135 - $5,493	132 Added 1.67%	8,039 $322,000
Q1 2023 May 09, 2023	SELL	$33.05 - $48.69 $33,050 - $48,690	-1,000 Reduced 11.23%	7,907 $270,000
Q4 2022 Feb 14, 2023	BUY	$39.09 - $47.84 $19,740 - $24,159	505 Added 6.01%	8,907 $356,000
Q3 2022 Nov 01, 2022	SELL	$18.37 - $42.55 $4,023 - $9,318	-219 Reduced 2.54%	8,402 $332,000
Q2 2022 Aug 05, 2022	SELL	$35.04 - $42.31 $6,096 - $7,361	-174 Reduced 1.98%	8,621 $324,000
Q1 2022 May 02, 2022	BUY	$41.35 - $50.84 $15,754 - $19,370	381 Added 4.53%	8,795 $376,000
Q4 2021 Feb 11, 2022	SELL	$43.38 - $47.95 $2,255 - $2,493	-52 Reduced 0.61%	8,414 $392,000
Q3 2021 Nov 18, 2021	BUY	$38.89 - $44.15 $13,767 - $15,629	354 Added 4.36%	8,466 $364,000
Q2 2021 Jul 22, 2021	BUY	$38.47 - $44.46 $2,115 - $2,445	55 Added 0.68%	8,112 $342,000
Q1 2021 Apr 21, 2021	BUY	$31.52 - $45.47 $6,587 - $9,503	209 Added 2.66%	8,057 $329,000
Q4 2020 Feb 09, 2021	BUY	$21.56 - $31.46 $169,202 - $246,898	7,848 New	7,848 $245,000
Q1 2020 Apr 30, 2020	SELL	$16.07 - $30.81 $106,270 - $203,746	-6,613 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$25.39 - $31.54 $167,904 - $208,574	6,613 New	6,613 $202,000

529

105M

1.27M

1.63M

Ticker OZK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 118,308,000
Market Cap $5.57B
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...

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