Independent Advisor Alliance’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 | $792K | Sell |
45,000
-41
| -0.1% | -$722 | 0.02% | 461 |
|
|
2025
Q1 | $766K | Buy |
45,041
+41
| +0.1% | +$697 | 0.03% | 420 |
|
|
2024
Q4 | $815K | Hold |
45,000
| – | – | 0.01% | 791 |
|
|
2024
Q3 | $837K | Hold |
45,000
| – | – | 0.03% | 360 |
|
|
2024
Q2 | $715K | Hold |
45,000
| – | – | 0.02% | 389 |
|
|
2024
Q1 | $738K | Sell |
45,000
-20
| -0% | -$328 | 0.03% | 373 |
|
|
2023
Q4 | $782K | Hold |
45,020
| – | – | 0.03% | 346 |
|
|
2023
Q3 | $651K | Hold |
45,020
| – | – | 0.03% | 363 |
|
|
2023
Q2 | $703K | Buy |
+45,020
| New | +$703K | 0.03% | 353 |
|