Bank Ozk shares owned by Creative Planning
Historical chart of Creative Planning investment in Bank Ozk
Tip: Access up to 7 years of quarterly data
All positions including Bank Ozk held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank Ozk by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.4M | 52k | 46.02 |
| 2025-09-30 | $1.3M | 25k | 50.98 |
| 2025-06-30 | $962k | 20k | 47.06 |
| 2025-03-31 | $895k | 21k | 43.45 |
| 2024-12-31 | $892k | 20k | 44.53 |
| 2024-09-30 | $813k | 19k | 42.99 |
| 2024-06-30 | $797k | 19k | 41.00 |
| 2024-03-31 | $702k | 15k | 45.46 |
| 2023-12-31 | $629k | 13k | 49.83 |
| 2023-09-30 | $406k | 11k | 37.07 |
| 2023-06-30 | $428k | 11k | 40.16 |
| 2022-12-31 | $348k | 8.7k | 40.06 |
| 2022-09-30 | $313k | 7.9k | 39.62 |
| 2022-06-30 | $243k | 6.5k | 37.52 |
| 2022-03-31 | $222k | 5.2k | 42.65 |
| 2021-12-31 | $240k | 5.1k | 46.62 |
| 2021-09-30 | $219k | 5.1k | 43.07 |
| 2021-06-30 | $218k | 5.2k | 42.25 |
| 2021-03-31 | $220k | 5.4k | 40.85 |
| 2020-12-31 | $208k | 6.7k | 31.20 |