Carson Wealth (CWM LLC)’s OceanFirst Financial OCFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
21,564
-1,853
| -8% | -$32.7K | ﹤0.01% | 1723 |
|
|
2025
Q1 | $398K | Sell |
23,417
-790
| -3% | -$13.4K | ﹤0.01% | 1544 |
|
|
2024
Q4 | $438K | Buy |
24,207
+2,568
| +12% | +$46.5K | ﹤0.01% | 1434 |
|
|
2024
Q3 | $402K | Buy |
21,639
+11,114
| +106% | +$206K | ﹤0.01% | 1407 |
|
|
2024
Q2 | $167K | Buy |
10,525
+8,565
| +437% | +$136K | ﹤0.01% | 1682 |
|
|
2024
Q1 | $32K | Buy |
1,960
+1,521
| +346% | +$24.8K | ﹤0.01% | 2603 |
|
|
2023
Q4 | $8K | Buy |
439
+299
| +214% | +$5.45K | ﹤0.01% | 3292 |
|
|
2023
Q3 | $2K | Buy |
140
+121
| +637% | +$1.73K | ﹤0.01% | 3836 |
|
|
2023
Q2 | $0 | Sell |
19
-10
| -34% | – | ﹤0.01% | 4365 |
|
|
2023
Q1 | $1K | Sell |
29
-50
| -63% | -$1.72K | ﹤0.01% | 3872 |
|
|
2022
Q4 | $2K | Buy |
+79
| New | +$2K | ﹤0.01% | 3599 |
|
|
2022
Q2 | – | Sell |
-41
| Closed | -$1K | – | 3989 |
|
|
2022
Q1 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 3366 |
|