Cary Street Partners Investment Advisory’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 | – | Sell |
-62
| Closed | -$1.06K | – | 605 |
|
|
2025
Q1 | $1.06K | Hold |
62
| – | – | ﹤0.01% | 551 |
|
|
2024
Q4 | $1.12K | Buy |
+62
| New | +$1.12K | ﹤0.01% | 496 |
|
|
2023
Q4 | – | Sell |
-9,579
| Closed | -$139K | – | 1427 |
|
|
2023
Q3 | $139K | Buy |
9,579
+1,550
| +19% | +$22.4K | 0.01% | 639 |
|
|
2023
Q2 | $125K | Hold |
8,029
| – | – | 0.01% | 622 |
|
|
2023
Q1 | $148K | Hold |
8,029
| – | – | 0.01% | 527 |
|
|
2022
Q4 | $171K | Buy |
+8,029
| New | +$171K | 0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$6K | – | 334 |
|
|
2021
Q1 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 306 |
|
|
2020
Q4 | – | Sell |
-10,579
| Closed | -$145K | – | 697 |
|
|
2020
Q3 | $145K | Buy |
+10,579
| New | +$145K | 0.03% | 310 |
|