Bailard’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 | $405K | Sell |
23,000
-21,371
| -48% | -$376K | 0.01% | 539 |
|
|
2025
Q1 | $755K | Hold |
44,371
| – | – | 0.02% | 355 |
|
|
2024
Q4 | $803K | Buy |
44,371
+2,200
| +5% | +$39.8K | 0.02% | 334 |
|
|
2024
Q3 | $784K | Buy |
42,171
+28,471
| +208% | +$529K | 0.02% | 349 |
|
|
2024
Q2 | $218K | Buy |
+13,700
| New | +$218K | 0.01% | 650 |
|
|
2024
Q1 | – | Sell |
-43,695
| Closed | -$759K | – | 787 |
|
|
2023
Q4 | $759K | Buy |
43,695
+25,221
| +137% | +$438K | 0.02% | 343 |
|
|
2023
Q3 | $267K | Buy |
+18,474
| New | +$267K | 0.01% | 572 |
|
|
2022
Q4 | – | Sell |
-22,000
| Closed | -$410K | – | 763 |
|
|
2022
Q3 | $410K | Buy |
+22,000
| New | +$410K | 0.02% | 399 |
|
|
2022
Q2 | – | Sell |
-19,900
| Closed | -$400K | – | 765 |
|
|
2022
Q1 | $400K | Hold |
19,900
| – | – | 0.01% | 453 |
|
|
2021
Q4 | $442K | Buy |
19,900
+2,700
| +16% | +$60K | 0.01% | 428 |
|
|
2021
Q3 | $368K | Buy |
+17,200
| New | +$368K | 0.01% | 471 |
|
|
2020
Q4 | – | Sell |
-10,000
| Closed | -$137K | – | 662 |
|
|
2020
Q3 | $137K | Buy |
+10,000
| New | +$137K | 0.01% | 514 |
|