Creative Planning’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 | $1.57M | Buy |
89,374
+49,571
| +125% | +$873K | ﹤0.01% | 1502 |
|
|
2025
Q1 | $677K | Sell |
39,803
-9,625
| -19% | -$164K | ﹤0.01% | 2026 |
|
|
2024
Q4 | $895K | Buy |
49,428
+7,803
| +19% | +$141K | ﹤0.01% | 1723 |
|
|
2024
Q3 | $774K | Buy |
41,625
+1,411
| +4% | +$26.2K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $639K | Buy |
40,214
+28,874
| +255% | +$459K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $186K | Buy |
+11,340
| New | +$186K | ﹤0.01% | 2578 |
|
|
2017
Q3 | – | Sell |
-1,046
| Closed | -$28K | – | 3033 |
|
|
2017
Q2 | $28K | Hold |
1,046
| – | – | ﹤0.01% | 2908 |
|
|
2017
Q1 | $29K | Hold |
1,046
| – | – | ﹤0.01% | 2837 |
|
|
2016
Q4 | $31K | Buy |
1,046
+919
| +724% | +$27.2K | ﹤0.01% | 2738 |
|
|
2016
Q3 | $2K | Hold |
127
| – | – | ﹤0.01% | 4110 |
|
|
2016
Q2 | $2K | Buy |
+127
| New | +$2K | ﹤0.01% | 3929 |
|