Charles Schwab’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 | $11.6M | Buy |
656,833
+24,647
| +4% | +$434K | ﹤0.01% | 1940 |
|
|
2025
Q1 | $10.8M | Sell |
632,186
-101,799
| -14% | -$1.73M | ﹤0.01% | 1920 |
|
|
2024
Q4 | $13.3M | Sell |
733,985
-34,580
| -4% | -$626K | ﹤0.01% | 1889 |
|
|
2024
Q3 | $14.3M | Sell |
768,565
-75,550
| -9% | -$1.4M | ﹤0.01% | 1870 |
|
|
2024
Q2 | $13.4M | Sell |
844,115
-53,668
| -6% | -$853K | ﹤0.01% | 1891 |
|
|
2024
Q1 | $14.7M | Buy |
897,783
+63,392
| +8% | +$1.04M | ﹤0.01% | 1784 |
|
|
2023
Q4 | $14.5M | Buy |
834,391
+139,047
| +20% | +$2.41M | ﹤0.01% | 1791 |
|
|
2023
Q3 | $10.1M | Buy |
695,344
+43,649
| +7% | +$632K | ﹤0.01% | 1903 |
|
|
2023
Q2 | $10.2M | Buy |
651,695
+22,885
| +4% | +$357K | ﹤0.01% | 1900 |
|
|
2023
Q1 | $11.6M | Buy |
628,810
+1,903
| +0.3% | +$35.2K | ﹤0.01% | 1797 |
|
|
2022
Q4 | $13.3M | Buy |
626,907
+6,827
| +1% | +$145K | ﹤0.01% | 1688 |
|
|
2022
Q3 | $11.6M | Buy |
620,080
+48,186
| +8% | +$898K | ﹤0.01% | 1751 |
|
|
2022
Q2 | $10.9M | Buy |
571,894
+58,341
| +11% | +$1.12M | ﹤0.01% | 1794 |
|
|
2022
Q1 | $10.3M | Buy |
513,553
+41,399
| +9% | +$832K | ﹤0.01% | 1939 |
|
|
2021
Q4 | $10.5M | Buy |
472,154
+59,157
| +14% | +$1.31M | ﹤0.01% | 1973 |
|
|
2021
Q3 | $8.84M | Buy |
412,997
+3,594
| +0.9% | +$77K | ﹤0.01% | 2081 |
|
|
2021
Q2 | $8.53M | Buy |
409,403
+430
| +0.1% | +$8.96K | ﹤0.01% | 2080 |
|
|
2021
Q1 | $9.79M | Buy |
408,973
+12,642
| +3% | +$303K | ﹤0.01% | 1973 |
|
|
2020
Q4 | $7.38M | Buy |
396,331
+2,330
| +0.6% | +$43.4K | ﹤0.01% | 2032 |
|
|
2020
Q3 | $5.39M | Sell |
394,001
-2,419
| -0.6% | -$33.1K | ﹤0.01% | 2023 |
|
|
2020
Q2 | $6.99M | Buy |
396,420
+28,239
| +8% | +$498K | ﹤0.01% | 1859 |
|
|
2020
Q1 | $5.86M | Buy |
368,181
+31,194
| +9% | +$496K | ﹤0.01% | 1752 |
|
|
2019
Q4 | $8.61M | Buy |
336,987
+30,764
| +10% | +$786K | ﹤0.01% | 1729 |
|
|
2019
Q3 | $7.23M | Buy |
306,223
+34,096
| +13% | +$805K | ﹤0.01% | 1786 |
|
|
2019
Q2 | $6.76M | Buy |
272,127
+13,176
| +5% | +$327K | ﹤0.01% | 1826 |
|
|
2019
Q1 | $6.23M | Buy |
258,951
+10,064
| +4% | +$242K | ﹤0.01% | 1869 |
|
|
2018
Q4 | $5.6M | Sell |
248,887
-448
| -0.2% | -$10.1K | ﹤0.01% | 1845 |
|
|
2018
Q3 | $6.79M | Buy |
249,335
+31,734
| +15% | +$864K | ﹤0.01% | 1873 |
|
|
2018
Q2 | $6.52M | Buy |
217,601
+23,560
| +12% | +$706K | ﹤0.01% | 1861 |
|
|
2018
Q1 | $5.19M | Buy |
194,041
+45,095
| +30% | +$1.21M | ﹤0.01% | 1920 |
|
|
2017
Q4 | $3.91M | Buy |
148,946
+25,374
| +21% | +$666K | ﹤0.01% | 2049 |
|
|
2017
Q3 | $3.4M | Buy |
123,572
+13,958
| +13% | +$384K | ﹤0.01% | 2074 |
|
|
2017
Q2 | $2.97M | Buy |
109,614
+10,570
| +11% | +$287K | ﹤0.01% | 2078 |
|
|
2017
Q1 | $2.79M | Buy |
99,044
+5,130
| +5% | +$145K | ﹤0.01% | 2061 |
|
|
2016
Q4 | $2.82M | Buy |
93,914
+30,056
| +47% | +$903K | ﹤0.01% | 2024 |
|
|
2016
Q3 | $1.23M | Buy |
63,858
+2,866
| +5% | +$55.2K | ﹤0.01% | 2345 |
|
|
2016
Q2 | $1.11M | Buy |
60,992
+18,386
| +43% | +$334K | ﹤0.01% | 2317 |
|
|
2016
Q1 | $754K | Buy |
42,606
+663
| +2% | +$11.7K | ﹤0.01% | 2435 |
|
|
2015
Q4 | $841K | Sell |
41,943
-6,395
| -13% | -$128K | ﹤0.01% | 2444 |
|
|
2015
Q3 | $833K | Buy |
48,338
+3,229
| +7% | +$55.6K | ﹤0.01% | 2445 |
|
|
2015
Q2 | $842K | Buy |
45,109
+1,394
| +3% | +$26K | ﹤0.01% | 2492 |
|
|
2015
Q1 | $755K | Buy |
43,715
+1,972
| +5% | +$34.1K | ﹤0.01% | 2477 |
|
|
2014
Q4 | $716K | Buy |
41,743
+1,037
| +3% | +$17.8K | ﹤0.01% | 2491 |
|
|
2014
Q3 | $648K | Buy |
40,706
+867
| +2% | +$13.8K | ﹤0.01% | 2492 |
|
|
2014
Q2 | $660K | Sell |
39,839
-272
| -0.7% | -$4.51K | ﹤0.01% | 2518 |
|
|
2014
Q1 | $710K | Buy |
40,111
+1,020
| +3% | +$18.1K | ﹤0.01% | 2445 |
|
|
2013
Q4 | $670K | Buy |
39,091
+1,224
| +3% | +$21K | ﹤0.01% | 2463 |
|
|
2013
Q3 | $634K | Sell |
37,867
-410
| -1% | -$6.87K | ﹤0.01% | 2450 |
|
|
2013
Q2 | $609K | Buy |
+38,277
| New | +$609K | ﹤0.01% | 2425 |
|