CIBC Private Wealth Group’s OceanFirst Financial OCFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
10,386
+179
| +2% | +$3.15K | ﹤0.01% | 1161 |
|
|
2025
Q1 | $152K | Buy |
10,207
+337
| +3% | +$5.01K | ﹤0.01% | 1183 |
|
|
2024
Q4 | $178K | Sell |
9,870
-1,563
| -14% | -$28.2K | ﹤0.01% | 1196 |
|
|
2024
Q3 | $213K | Buy |
11,433
+3,194
| +39% | +$59.4K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $128K | Buy |
8,239
+487
| +6% | +$7.55K | ﹤0.01% | 1300 |
|
|
2024
Q1 | $123K | Buy |
+7,752
| New | +$123K | ﹤0.01% | 1306 |
|
|
2022
Q3 | – | Sell |
-12,282
| Closed | -$235K | – | 1108 |
|
|
2022
Q2 | $235K | Sell |
12,282
-2,998
| -20% | -$57.4K | ﹤0.01% | 850 |
|
|
2022
Q1 | $307K | Buy |
15,280
+3,247
| +27% | +$65.2K | ﹤0.01% | 837 |
|
|
2021
Q4 | $267K | Buy |
+12,033
| New | +$267K | ﹤0.01% | 907 |
|