Ownership history in Bank OZK Β· 53 quarters on record
This page tracks every 13F SEC filing in which Bank OZK reported a position in SOUTHERN CO COM (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Bank OZK underperformed the S&P 500 by β4.1% annually on this SO position. Timing score: 57% (29/51 decisions correct). Average cost basis: $50.05. Maximum drawdown during holding period: β16.9%.
β οΈ Trailed SPY by 4.1% ann. on this position.
52 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 51 add/trim decisions correct
Best entry: $24.13 (2013 Q3) Β· Worst: $93.26 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
22 adds Β· 30 trims. Bought during 7 of 20 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size