Current Value of Holding

$28.7 Million

Shares

643 Thousand

% of Portfolio

2.46%

Average Buy Price

$43.2

Avg closing price
Price range

6 Bruce Berkowitz Bank OZK Trades

Bruce Berkowitz's position in Bank OZK is currently worth $28.7 Million. That's 2.46% of their equity portfolio (3rd largest holding). The first Bank OZK trade was made in Q3 2023. Since then Bruce Berkowitz bought shares three more times and sold shares on two occasions. The stake costed the investor $27.8 Million, netting the investor a gain of 3.2% so far.

Avg closing price
Price range
Sold 1.5% shares (-9.7 Thousand shares) Q4 2024
Avg closing price $45.77
Price range $41.39 - $50.55
Increased shares by 19.1% (+105 Thousand shares) Q3 2024
Avg closing price $42.56
Price range $39.66 - $47.08
Increased shares by 69.0% (+224 Thousand shares) Q2 2024
Avg closing price $43.51
Price range $37.85 - $49.21
Increased shares by 533.8% (+273 Thousand shares) Q1 2024
Avg closing price $44.77
Price range $41.60 - $49.75
Sold 65.3% shares (-96.3 Thousand shares) Q4 2023
Avg closing price $41.21
Price range $35.16 - $51.61
New holding (+148 Thousand shares) Q3 2023
Avg closing price $40.51
Price range $36.30 - $44.67

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