Creative Planning’s OceanFirst Financial OCFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
|
|||||
|
2025
Q1 | $677K | Sell |
|
|||||
|
2024
Q4 | $895K | Buy |
|
|||||
|
2024
Q3 | $774K | Buy |
|
|||||
|
2024
Q2 | $639K | Buy |
|
|||||
|
2024
Q1 | $186K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $28K | Hold |
|
|||||
|
2017
Q1 | $29K | Hold |
|
|||||
|
2016
Q4 | $31K | Buy |
|
|||||
|
2016
Q3 | $2K | Hold |
|
|||||
|
2016
Q2 | $2K | Buy |
|