Cerity Partners’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 | $607K | Sell |
34,469
-7,140
| -17% | -$126K | ﹤0.01% | 1765 |
|
|
2025
Q1 | $708K | Buy |
41,609
+3,033
| +8% | +$51.6K | ﹤0.01% | 1574 |
|
|
2024
Q4 | $701K | Sell |
38,576
-3,329
| -8% | -$60.5K | ﹤0.01% | 1580 |
|
|
2024
Q3 | $779K | Buy |
41,905
+1,890
| +5% | +$35.1K | ﹤0.01% | 1529 |
|
|
2024
Q2 | $636K | Buy |
40,015
+4,889
| +14% | +$77.7K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $576K | Buy |
35,126
+620
| +2% | +$10.2K | ﹤0.01% | 1532 |
|
|
2023
Q4 | $599K | Buy |
+34,506
| New | +$599K | ﹤0.01% | 1190 |
|
|
2023
Q3 | – | Sell |
-43,754
| Closed | -$683K | – | 1613 |
|
|
2023
Q2 | $683K | Sell |
43,754
-12,254
| -22% | -$191K | ﹤0.01% | 1058 |
|
|
2023
Q1 | $1.04M | Sell |
56,008
-3,396
| -6% | -$62.8K | ﹤0.01% | 958 |
|
|
2022
Q4 | $1.26M | Buy |
59,404
+418
| +0.7% | +$8.88K | 0.01% | 637 |
|
|
2022
Q3 | $1.1M | Sell |
58,986
-3,575
| -6% | -$66.6K | 0.01% | 493 |
|
|
2022
Q2 | $1.2M | Buy |
62,561
+60
| +0.1% | +$1.15K | 0.01% | 513 |
|
|
2022
Q1 | $1.26M | Hold |
62,501
| – | – | 0.02% | 407 |
|
|
2021
Q4 | $1.39M | Buy |
62,501
+275
| +0.4% | +$6.1K | 0.02% | 380 |
|
|
2021
Q3 | $1.33M | Hold |
62,226
| – | – | 0.03% | 321 |
|
|
2021
Q2 | $1.3M | Sell |
62,226
-8,040
| -11% | -$168K | 0.03% | 328 |
|
|
2021
Q1 | $1.68M | Sell |
70,266
-344
| -0.5% | -$8.24K | 0.04% | 277 |
|
|
2020
Q4 | $1.32M | Buy |
70,610
+5,017
| +8% | +$93.4K | 0.04% | 269 |
|
|
2020
Q3 | $898K | Hold |
65,593
| – | – | 0.04% | 258 |
|
|
2020
Q2 | $1.16M | Hold |
65,593
| – | – | 0.06% | 188 |
|
|
2020
Q1 | $1.04M | Buy |
+65,593
| New | +$1.04M | 0.07% | 197 |
|