Envestnet Asset Management’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 | $553K | Sell |
31,421
-20
| -0.1% | -$352 | ﹤0.01% | 3625 |
|
|
2025
Q1 | $535K | Buy |
31,441
+11,987
| +62% | +$204K | ﹤0.01% | 3583 |
|
|
2024
Q4 | $352K | Buy |
19,454
+716
| +4% | +$13K | ﹤0.01% | 3800 |
|
|
2024
Q3 | $348K | Buy |
18,738
+5,767
| +44% | +$107K | ﹤0.01% | 3736 |
|
|
2024
Q2 | $206K | Sell |
12,971
-100
| -0.8% | -$1.59K | ﹤0.01% | 3920 |
|
|
2024
Q1 | $214K | Sell |
13,071
-4,965
| -28% | -$81.5K | ﹤0.01% | 3911 |
|
|
2023
Q4 | $313K | Sell |
18,036
-3,603
| -17% | -$62.5K | ﹤0.01% | 3595 |
|
|
2023
Q3 | $313K | Buy |
21,639
+4,667
| +27% | +$67.5K | ﹤0.01% | 3509 |
|
|
2023
Q2 | $265K | Sell |
16,972
-127
| -0.7% | -$1.98K | ﹤0.01% | 3551 |
|
|
2023
Q1 | $316K | Sell |
17,099
-432
| -2% | -$7.98K | ﹤0.01% | 3419 |
|
|
2022
Q4 | $373K | Buy |
17,531
+2,000
| +13% | +$42.5K | ﹤0.01% | 3282 |
|
|
2022
Q3 | $289K | Buy |
15,531
+2,084
| +15% | +$38.8K | ﹤0.01% | 3369 |
|
|
2022
Q2 | $257K | Buy |
13,447
+1,351
| +11% | +$25.8K | ﹤0.01% | 3448 |
|
|
2022
Q1 | $243K | Buy |
12,096
+2,411
| +25% | +$48.4K | ﹤0.01% | 3567 |
|
|
2021
Q4 | $215K | Sell |
9,685
-1,194
| -11% | -$26.5K | ﹤0.01% | 3619 |
|
|
2021
Q3 | $233K | Buy |
+10,879
| New | +$233K | ﹤0.01% | 3429 |
|
|
2021
Q2 | – | Sell |
-9,103
| Closed | -$218K | – | 3680 |
|
|
2021
Q1 | $218K | Buy |
+9,103
| New | +$218K | ﹤0.01% | 3302 |
|
|
2018
Q3 | – | Sell |
-23
| Closed | -$1K | – | 2163 |
|
|
2018
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2815 |
|
|
2018
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 2789 |
|
|
2017
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 2917 |
|
|
2017
Q3 | – | Sell |
-23
| Closed | -$1K | – | 3001 |
|
|
2017
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 3001 |
|
|
2017
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 3064 |
|
|
2016
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 3045 |
|
|
2016
Q3 | – | Sell |
-2,501
| Closed | -$45K | – | 3001 |
|
|
2016
Q2 | $45K | Hold |
2,501
| – | – | ﹤0.01% | 2772 |
|
|
2016
Q1 | $44K | Buy |
+2,501
| New | +$44K | ﹤0.01% | 2767 |
|