Allworth Financial’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
30,053
+185
| +0.6% | +$3.26K | ﹤0.01% | 821 |
|
|
2025
Q1 | $493K | Sell |
29,868
-418
| -1% | -$6.9K | ﹤0.01% | 682 |
|
|
2024
Q4 | $575K | Buy |
+30,286
| New | +$575K | ﹤0.01% | 655 |
|
|
2024
Q3 | – | Sell |
-21
| Closed | -$366 | – | 3806 |
|
|
2024
Q2 | $366 | Buy |
21
+12
| +133% | +$209 | ﹤0.01% | 3450 |
|
|
2024
Q1 | $148 | Buy |
+9
| New | +$148 | ﹤0.01% | 3478 |
|
|
2023
Q2 | – | Sell |
-124
| Closed | -$2.29K | – | 3340 |
|
|
2023
Q1 | $2.29K | Sell |
124
-150
| -55% | -$2.77K | ﹤0.01% | 2353 |
|
|
2022
Q4 | $5.82K | Buy |
274
+196
| +251% | +$4.17K | ﹤0.01% | 1845 |
|
|
2022
Q3 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 2443 |
|