CAPTRUST Financial Advisors’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 | $180K | Sell |
10,221
-335
| -3% | -$5.9K | ﹤0.01% | 2323 |
|
|
2025
Q1 | $180K | Sell |
10,556
-1,172
| -10% | -$19.9K | ﹤0.01% | 2177 |
|
|
2024
Q4 | $212K | Buy |
11,728
+882
| +8% | +$16K | ﹤0.01% | 2115 |
|
|
2024
Q3 | $202K | Buy |
+10,846
| New | +$202K | ﹤0.01% | 2131 |
|
|
2024
Q1 | – | Sell |
-14,449
| Closed | -$251K | – | 2485 |
|
|
2023
Q4 | $251K | Buy |
+14,449
| New | +$251K | ﹤0.01% | 2230 |
|
|
2022
Q3 | – | Sell |
-634
| Closed | -$12K | – | 3376 |
|
|
2022
Q2 | $12K | Buy |
634
+132
| +26% | +$2.5K | ﹤0.01% | 3657 |
|
|
2022
Q1 | $10K | Sell |
502
-99
| -16% | -$1.97K | ﹤0.01% | 3808 |
|
|
2021
Q4 | $13K | Sell |
601
-579
| -49% | -$12.5K | ﹤0.01% | 3566 |
|
|
2021
Q3 | $25K | Sell |
1,180
-77
| -6% | -$1.63K | ﹤0.01% | 3015 |
|
|
2021
Q2 | $26K | Buy |
1,257
+518
| +70% | +$10.7K | ﹤0.01% | 2940 |
|
|
2021
Q1 | $18K | Buy |
+739
| New | +$18K | ﹤0.01% | 3073 |
|